Find an old Board of Trustees of International Brotherhood of Electrical Workers 401(k)

Who to contact about an account in the Board of Trustees of International Brotherhood of Electrical Workers plan, from the filings. Free, no sign-up, no Social Security number.

International Brotherhood of Electrical Workers Seventh District Retirement Benefit and Trust Fund

Board of Trustees of International Brotherhood of Electrical Workers · Plan 001 · EIN 75-1679061 · Amarillo, TX

Active · plan year 2024 filingRetirement
Plan administratorBoard of Trustees of International Brotherhood of Electrical Workers
PO Box 669, Amarillo, TX 79105
Form 5500 ↗
Recordkeeper (who holds the accounts)Benefit Plans Administratoes, Inc.Schedule C ↗
Former employees with balances235 separated participants still had money in the planForm 5500 ↗

Board of Trustees of International Brotherhood of Electrical Workers 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 Board of Trustees of International Brotherhood of Electrical Workers 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Board of Trustees of International Brotherhood of Electrical Workers, (806) 372-3470. The accounts are held by the recordkeeper, Benefit Plans Administratoes, Inc.. Have your Social Security number and dates of employment ready.

What is the Board of Trustees of International Brotherhood of Electrical Workers 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (806) 372-3470.

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 of International Brotherhood of Electrical Workers and does not hold accounts. Not financial advice. Report a correction