Find an old Board of Trustees, Annuity Fund of Local No. One, I.A.T.S.E. 401(k)
Annuity Fund of Local No. One, I. A. T. S. E.
Board of Trustees, Annuity Fund of Local No. One, I.A.T.S.E. · Plan 002 · EIN 13-3022965 · New York, NY
| Plan administrator | Board of Trustees, Annuity Fund of Local No. One, I.A.T.S.E. 320 West 46th St., 6th Floor, New York, NY 10036 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Massachusetts Mutual Life Ins Co. | 2023 Schedule C ↗ |
| Former employees with balances | 843 separated participants still had money in the plan | Form 5500 ↗ |
Board of Trustees, Annuity Fund of Local No. One, I.A.T.S.E. 401(k) match, vesting and fees →
Found it? Your options
| Leave it | Often allowed if your balance is over $7,000. You keep the plan's investments and fees. |
| Move it to your new job's plan | If the new plan accepts roll-ins. Ask the new plan's recordkeeper. |
| Roll it into an IRA | More investment choices, and you control it. A direct rollover avoids withholding and penalties. |
| Cash out | Usually 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
- Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
- If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
- Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.
Common questions
How do I find my old Board of Trustees, Annuity Fund of Local No. One, I.A.T.S.E. 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: Board of Trustees, Annuity Fund of Local No. One, I.A.T.S.E., (212) 247-5225. The accounts are held by the recordkeeper, Massachusetts Mutual Life Ins Co.. Have your Social Security number and dates of employment ready.
What is the Board of Trustees, Annuity Fund of Local No. One, I.A.T.S.E. 401(k) phone number?
The plan administrator phone number on the plan year 2024 filing is (212) 247-5225.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Board of Trustees, Annuity Fund of Local No. One, I.A.T.S.E. and does not hold accounts. Not financial advice. Report a correction