Find an old Betances Health Center 401(k)

Who to contact about an account in each of the 2 Betances Health Center plans, from the filings. Free, no sign-up, no Social Security number.

403(b) Thrift Plan for Employees of Betances Health Center

Betances Health Center · Plan 005 · EIN 13-2697725 · New York, NY

Active · plan year 2024 filing401(k)
Plan administratorBetances Health Center
280 Henry St, New York, NY 10002-4816
Form 5500 ↗
Recordkeeper (who holds the accounts)Mutual of America Investment CorpSchedule C ↗
Former employees with balances30 separated participants still had money in the planForm 5500 ↗

401(a) Profit-Sharing Plan for Employees of Betances Health Center

Betances Health Center · Plan 001 · EIN 13-2697725 · New York, NY

Terminated · plan year 2024 filing401(k)
Plan administratorBetances Health Center
280 Henry St, New York, NY 10002-4816
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
TerminationThe plan year 2024 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went.Form 5500 ↗

Betances Health Center 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 Betances Health Center 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Betances Health Center, (212) 227-8401. The accounts are held by the recordkeeper, Mutual of America Investment Corp. Have your Social Security number and dates of employment ready.

What is the Betances Health Center 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (212) 227-8401.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Betances Health Center and does not hold accounts. Not financial advice. Report a correction