Find an old Bronxcare Health System 401(k)

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

Bronxcare Health System Retirement Plan

Bronxcare Health System · Plan 002 · EIN 13-1974191 · Bronx, NY

Active · plan year 2024 filing403(b)
Plan administratorBronxcare Health System
1276 Fulton Avenue, Bronx, NY 10456
Form 5500 ↗
Recordkeeper (who holds the accounts)Valic Retirement Service CoSchedule C ↗
Former employees with balances790 separated participants still had money in the planForm 5500 ↗

The Pension Plan and Trust for the Employees of Bronxcare Health System

Bronxcare Health System · Plan 003 · EIN 13-1974191 · Bronx, NY

Active · plan year 2024 filingPension (defined benefit)
Plan administratorRetirement Plan Committee
1276 Fulton Avenue, Bronx, NY 10456
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances586 separated participants still had money in the planForm 5500 ↗

The Frozen Pension Plan and Trust for the Employees of Bronxcare Health System

Bronxcare Health System · Plan 001 · EIN 13-1974191 · Bronx, NY

Frozen · plan year 2024 filingPension (defined benefit)
Plan administratorRetirement Plan Committee
1276 Fulton Avenue, Bronx, NY 10456
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances58 separated participants still had money in the planForm 5500 ↗

Bronxcare Health System 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 Bronxcare Health System 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Bronxcare Health System, (718) 901-8600. The accounts are held by the recordkeeper, Valic Retirement Service Co. Have your Social Security number and dates of employment ready.

What is the Bronxcare Health System 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (718) 901-8600.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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