Find an old Boston Shipping Association 401(k)

Who to contact about an account in each of the 3 Boston Shipping Association plans, from the filings. Free, no sign-up, no Social Security number.

Bsa-Ila Retirement Account Plan

Boston Shipping Association, Inc. · Plan 002 · EIN 04-2034907 · Charlestown, MA

Active · plan year 2024 filing401(k)
Plan administratorBoston Shipping Association, Inc.
Charlestown Navy Yard, 197 8th St, Ste 775, Charlestown, MA 02129-4208
Form 5500 ↗
Recordkeeper (who holds the accounts)Fidelity Investment Instl OperationSchedule C ↗
Former employees with balances49 separated participants still had money in the planForm 5500 ↗

Retirement Plan for Employees of the Bsa,inc.

Boston Shipping Association, Inc. · Plan 001 · EIN 04-2034907 · Charlestown, MA

Active · plan year 2024 filingRetirement
Plan administratorBoston Shipping Association, Inc.
Charlestown Navy Yard, 197 8th St,, Ste 775, Charlestown, MA 02129-4208
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances5 separated participants still had money in the planForm 5500 ↗

Bsa-Ila Pension Plan

Boston Shipping Association, Inc · Plan 006 · EIN 04-2034907 · Charlestown, MA

Active · plan year 2024 filingPension (defined benefit)
Plan administratorBoston Shipping Association, Inc
Charlestown Navy Yard, 197 8th St,, Suite 775, Charlestown, MA 02129-4208
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)

Boston Shipping Association 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 Shipping Association 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Boston Shipping Association, Inc., (617) 242-3303. The accounts are held by the recordkeeper, Fidelity Investment Instl Operation. Have your Social Security number and dates of employment ready.

What is the Boston Shipping Association 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (617) 242-3303.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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