Find an old Cooperativa de Seguros Multiples de Puerto Rico 401(k)

Who to contact about an account in each of the 2 Cooperativa de Seguros Multiples de Puerto Rico plans, from the filings. Free, no sign-up, no Social Security number.

Cooperativa de Seguros Multiples de Puerto Rico Plan de Pensiones de Cont Def Co

Cooperativa de Seguros Multiples de Puerto Rico · Plan 003 · EIN 66-0257478 · San Juan, PR

Active · plan year 2024 filingProfit-sharing
Plan administratorCooperativa de Seguros Multiples de Puerto Rico
Dept Recursos Humanos, PO Box 363846, San Juan, PR 00936-3846
Form 5500 ↗
Recordkeeper (who holds the accounts)Popular Inc.Schedule C ↗
Former employees with balances24 separated participants still had money in the planForm 5500 ↗

Plan de Pensiones Cooperativa de Seguros Multiples

Cooperativa de Seguros Multiples · Plan 001 · EIN 66-0257478 · San Juan, PR

Frozen · plan year 2024 filingPension (defined benefit)
Plan administratorCooperativa de Seguros Multiples
PO Box 363846, San Juan, PR 00936-3846
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances50 separated participants still had money in the planForm 5500 ↗

Cooperativa de Seguros Multiples de Puerto Rico 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 Cooperativa de Seguros Multiples de Puerto Rico 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Cooperativa de Seguros Multiples de Puerto Rico, (787) 622-8585. The accounts are held by the recordkeeper, Popular Inc.. Have your Social Security number and dates of employment ready.

What is the Cooperativa de Seguros Multiples de Puerto Rico 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (787) 622-8585.

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 Multiples de Puerto Rico and does not hold accounts. Not financial advice. Report a correction