Find an old Excela Health 401(k)
Defined Contribution Retirement Plan for the Employees of Excela Health Holding Companies
Excela Health · Plan 003 · EIN 25-1471089 · Greensburg, PA
| Plan administrator | Excela Health 443 West Pittsburgh St., Greensburg, PA 15601 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Fidelity Investments Institutional | Schedule C ↗ |
| Former employees with balances | 362 separated participants still had money in the plan | Form 5500 ↗ |
Excela Health 403(b) Retirement Plan
Excela Health · Plan 002 · EIN 25-1471089 · Greensburg, PA
| Plan administrator | Excela Health 532 W. Pittsburgh Street, Greensburg, PA 15601 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Fidelity Investments Institutional | Schedule C ↗ |
| Former employees with balances | 1,339 separated participants still had money in the plan | Form 5500 ↗ |
Defined Benefit Pension Plan for the Employees of Excela Health
Excela Health · Plan 001 · EIN 25-1471089 · Greensburg, PA
| Plan administrator | Excela Health 532 W. Pittsburgh Street, Greensburg, PA 15061 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 275 separated participants still had money in the plan | Form 5500 ↗ |
Excela Health Pension Plan
Excela Health · Plan 004 · EIN 25-1471089 · Greensburg, PA
| Plan administrator | Excela Health 532 W. Pittsburgh Street, Greensburg, PA 15601 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 471 separated participants still had money in the plan | Form 5500 ↗ |
Excela Health 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 Excela Health 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: Excela Health, (724) 689-1947. The accounts are held by the recordkeeper, Fidelity Investments Institutional. Have your Social Security number and dates of employment ready.
What is the Excela Health 401(k) phone number?
The plan administrator phone number on the plan year 2024 filing is (724) 689-1947.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Excela Health and does not hold accounts. Not financial advice. Report a correction