Find an old Blue Cross Blue Shield of Massachusetts 401(k)

Who to contact about an account in each of the 2 Blue Cross Blue Shield of Massachusetts plans, from the filings. Free, no sign-up, no Social Security number.

Blue Cross and Blue Shield of Massachusetts, Inc. Employee Savings Plan

Blue Cross Blue Shield of Massachusetts, Inc. · Plan 002 · EIN 04-1045815 · Boston, MA

Active · plan year 2024 filing401(k)
Plan administratorBlue Cross Blue Shield of Massachusetts, Inc.
101 Huntington Avenue, Suite 1300, Boston, MA 02199
Form 5500 ↗
Recordkeeper (who holds the accounts)Fidelity Investments Inst Oper Co.Schedule C ↗
Former employees with balances1,059 separated participants still had money in the planForm 5500 ↗

Blue Cross and Blue Shield of Massachusetts, Inc. Retirement Income Trust

Blue Cross Blue Shield of Massachusetts, Inc. · Plan 001 · EIN 04-1045815 · Boston, MA

Frozen · plan year 2024 filingPension (defined benefit)
Plan administratorBlue Cross Blue Shield of Massachusetts, Inc.
101 Huntington Avenue, Suite 1300, Boston, MA 02199
Form 5500 ↗
Recordkeeper (who holds the accounts)FidelitySchedule C ↗
Former employees with balances1,527 separated participants still had money in the planForm 5500 ↗

Blue Cross Blue Shield of Massachusetts 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 Blue Cross Blue Shield of Massachusetts 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Blue Cross Blue Shield of Massachusetts, Inc., (617) 246-5000. The accounts are held by the recordkeeper, Fidelity Investments Inst Oper Co.. Have your Social Security number and dates of employment ready.

What is the Blue Cross Blue Shield of Massachusetts 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (617) 246-5000.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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