Find an old Beer Industry - Local Union No. 703 Pension Fund Trustees 401(k)

Who to contact about an account in each of the 2 Beer Industry - Local Union No. 703 Pension Fund Trustees plans, from the filings. Free, no sign-up, no Social Security number.

Beer Industry - Local Union No. 703 Individual Account Plan

Beer Industry - Local Union No. 703 Trustees · Plan 002 · EIN 36-6522619 · Tinley Park, IL

Active · plan year 2025 filingProfit-sharing
Plan administratorBeer Industry - Local Union No. 703 Trustees
18660 Graphic Drive, Suite 202, Tinley Park, IL 60477-6254
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances320 separated participants still had money in the planForm 5500 ↗

Beer Industry - Local Union No. 703 Pension Fund

Beer Industry - Local Union No. 703 Pension Fund Trustees · Plan 001 · EIN 36-6522619 · Tinley Park, IL

Active · plan year 2025 filingPension (defined benefit)
Plan administratorBeer Industry - Local Union No. 703 Pension Fund Trustees
18660 Graphic Drive, Suite 202, Tinley Park, IL 60477-6254
Form 5500 ↗
Recordkeeper (who holds the accounts)Legacy Professionals LLPSchedule C ↗
Former employees with balances515 separated participants still had money in the planForm 5500 ↗

Beer Industry - Local Union No. 703 Pension Fund Trustees 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 Beer Industry - Local Union No. 703 Pension Fund Trustees 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Beer Industry - Local Union No. 703 Trustees, (708) 429-0046. Have your Social Security number and dates of employment ready.

What is the Beer Industry - Local Union No. 703 Pension Fund Trustees 401(k) phone number?

The plan administrator phone number on the plan year 2025 filing is (708) 429-0046.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Beer Industry - Local Union No. 703 Pension Fund Trustees and does not hold accounts. Not financial advice. Report a correction