Find an old Community Mental Health Affiliates 401(k)

Who to contact about an account in each of the 2 Community Mental Health Affiliates plans, from the filings. Free, no sign-up, no Social Security number.

Cmha 403(b) Plan

Community Mental Health Affiliates, Inc. · Plan 001 · EIN 06-0934544 · New Britain, CT

Active · plan year 2025 filing403(b)
Plan administratorCommunity Mental Health Affiliates, Inc.
233 Main Street, 7th Floor, New Britain, CT 06051
Form 5500 ↗
Recordkeeper (who holds the accounts)Empower Annuity Insurance CompanySchedule C ↗
Former employees with balances123 separated participants still had money in the planForm 5500 ↗

403b Plan of Community Mental Health Affiliates Inc

Community Mental Health Affiliates, Inc. · Plan 002 · EIN 06-0934544 · New Britain, CT

Terminated · plan year 2025 filing403(b)
Plan administratorCommunity Mental Health Affiliates, Inc.
233 Main Street, 7th Floor, New Britain, CT 06051
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
TerminationThe plan year 2025 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went.Form 5500 ↗

Community Mental Health Affiliates 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 Community Mental Health Affiliates 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Community Mental Health Affiliates, Inc., (860) 826-1358. The accounts are held by the recordkeeper, Empower Annuity Insurance Company. Have your Social Security number and dates of employment ready.

What is the Community Mental Health Affiliates 401(k) phone number?

The plan administrator phone number on the plan year 2025 filing is (860) 826-1358.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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