Find an old Bay Area Painters & Tapers Annuity Fund 401(k)

Who to contact about an account in each of the 2 Bay Area Painters & Tapers Annuity Fund plans, from the filings. Free, no sign-up, no Social Security number.

Bay Area Painters & Tapers Annuity Fund

Bay Area Painters & Tapers Annuity Fund · Plan 002 · EIN 94-6276501 · Dublin, CA

Active · plan year 2024 filingProfit-sharing
Plan administratorBay Area Painters & Tapers Annuity Fund
4160 Dublin Blvd, Suite 100, Dublin, CA 94568
Form 5500 ↗
Recordkeeper (who holds the accounts)John Hancock Retirement Plan SvsSchedule C ↗
Former employees with balances5,918 separated participants still had money in the planForm 5500 ↗

Bay Area Painters & Tapers Pension Trust

Bay Area Painters & Tapers Pension Trust · Plan 001 · EIN 94-6276501 · Dublin, CA

Active · plan year 2024 filingPension (defined benefit)
Plan administratorBay Area Painters & Tapers Pension Trust
4160 Dublin Blvd, Suite 100, Dublin, CA 94568-7756
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances2,161 separated participants still had money in the planForm 5500 ↗

Bay Area Painters & Tapers Annuity Fund 401(k) match, vesting and fees →

Found it? Your options

Leave itOften allowed if your balance is over $7,000. You keep the plan's investments and fees.
Move it to your new job's planIf the new plan accepts roll-ins. Ask the new plan's recordkeeper.
Roll it into an IRAMore investment choices, and you control it. A direct rollover avoids withholding and penalties.
Cash outUsually taxed, plus a 10% penalty if you are under 59½.

General information, not financial or tax advice. Rules depend on your plan and situation.

How to track down the account

  1. Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
  2. If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
  3. Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.

Common questions

How do I find my old Bay Area Painters & Tapers Annuity Fund 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Bay Area Painters & Tapers Annuity Fund, (866) 894-3705. The accounts are held by the recordkeeper, John Hancock Retirement Plan Svs. Have your Social Security number and dates of employment ready.

What is the Bay Area Painters & Tapers Annuity Fund 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (866) 894-3705.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Bay Area Painters & Tapers Annuity Fund and does not hold accounts. Not financial advice. Report a correction