Find an old Cooperativa de Seguros de Vida de Puerto Rico 401(k)
Cooperativa de Seguros de Vida de Puerto Rico 1081.01d Salary Deferral Retirement Plan
Cooperativa de Seguros de Vida de Puerto Rico · Plan 002 · EIN 66-0231517 · San Juan, PR
| Plan administrator | Cooperativa de Seguros de Vida de Puerto Rico P.O. Box 363428, San Juan, PR 00936-3428 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Empower Annuity Insurance Co of Ame | Schedule C ↗ |
| Former employees with balances | 0 separated participants still had money in the plan | Form 5500 ↗ |
Plan de Pensiones de Beneficios Definidos Para La Cooperativa de Seguros de Vida de Puerto Rico
Cooperativa de Seguros de Vida de Puerto Rico · Plan 001 · EIN 66-0231517 · San Juan, PR
| Plan administrator | Cooperativa de Seguros de Vida de Puerto Rico P.O. Box 363428, San Juan, PR 00936-3428 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 204 separated participants still had money in the plan | Form 5500 ↗ |
Cooperativa de Seguros de Vida de Puerto Rico 401(k) match, vesting and fees →
Found it? Your options
| Leave it | Often allowed if your balance is over $7,000. You keep the plan's investments and fees. |
| Move it to your new job's plan | If the new plan accepts roll-ins. Ask the new plan's recordkeeper. |
| Roll it into an IRA | More investment choices, and you control it. A direct rollover avoids withholding and penalties. |
| Cash out | Usually 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
- Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
- If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
- Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.
Common questions
How do I find my old Cooperativa de Seguros de Vida de Puerto Rico 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: Cooperativa de Seguros de Vida de Puerto Rico, (787) 751-5656. The accounts are held by the recordkeeper, Empower Annuity Insurance Co of Ame. Have your Social Security number and dates of employment ready.
What is the Cooperativa de Seguros de Vida de Puerto Rico 401(k) phone number?
The plan administrator phone number on the plan year 2024 filing is (787) 751-5656.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Cooperativa de Seguros de Vida de Puerto Rico and does not hold accounts. Not financial advice. Report a correction