Find an old CHMC Anesthesia Foundation 401(k)

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

Chmc Anesthesia Foundation, Inc. 403(b) Plan

Chmc Anesthesia Foundation, Inc. · Plan 003 · EIN 04-2702169 · Boston, MA

Active · plan year 2024 filing403(b)
Plan administratorChmc Anesthesia Foundation, Inc.
300 Longwood Avenue, Boston, MA 02215-5724
Form 5500 ↗
Recordkeeper (who holds the accounts)Fidelity Invest Inst. Oper Co LLCSchedule C ↗
Former employees with balances41 separated participants still had money in the planForm 5500 ↗

Chmc Anesthesia Foundation, Inc. Money Purchase Pension Plan

Chmc Anesthesia Foundation, Inc. · Plan 001 · EIN 04-2702169 · Boston, MA

Active · plan year 2024 filingRetirement
Plan administratorChmc Anesthesia Foundation, Inc.
300 Longwood Avenue, Boston, MA 02115-5724
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances34 separated participants still had money in the planForm 5500 ↗

Chmc Anesthesia Foundation, Inc. Defined Benefit Pension Plan

Chmc Anesthesia Foundation, Inc. · Plan 002 · EIN 04-2702169 · Boston, MA

Active · plan year 2024 filingPension (defined benefit)
Plan administratorChmc Anesthesia Foundation, Inc.
300 Longwood Avenue, Boston, MA 02115
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)

CHMC Anesthesia Foundation 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 CHMC Anesthesia Foundation 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Chmc Anesthesia Foundation, Inc., (617) 919-1355. The accounts are held by the recordkeeper, Fidelity Invest Inst. Oper Co LLC. Have your Social Security number and dates of employment ready.

What is the CHMC Anesthesia Foundation 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (617) 919-1355.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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