Find an old Boston Mutual Life Insurance 401(k)

Who to contact about an account in each of the 2 Boston Mutual Life Insurance plans, from the filings. Free, no sign-up, no Social Security number.

Boston Mutual 401(k) Plan for Salaried Employees

Boston Mutual Life Insurance Co. · Plan 005 · EIN 04-1106240 · Canton, MA

Active · plan year 2024 filing401(k)
Plan administratorBoston Mutual Life Insurance Co.
120 Royall St, Canton, MA 02021
Form 5500 ↗
Recordkeeper (who holds the accounts)Fidelity Investments InstitutionalSchedule C ↗
Former employees with balances129 separated participants still had money in the planForm 5500 ↗

Retirement Plan for the Benefit of Salaried and Other Employees of Boston Mutual Life Insurance Company

Boston Mutual Life Insurance Co · Plan 003 · EIN 04-1106240 · Canton, MA

Frozen · plan year 2024 filingPension (defined benefit)
Plan administratorBoston Mutual Life Insurance Co
120 Royall St, Canton, MA 02021
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances60 separated participants still had money in the planForm 5500 ↗

Boston Mutual Life Insurance 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 Boston Mutual Life Insurance 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Boston Mutual Life Insurance Co., (781) 828-7000. The accounts are held by the recordkeeper, Fidelity Investments Institutional. Have your Social Security number and dates of employment ready.

What is the Boston Mutual Life Insurance 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (781) 828-7000.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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