Find an old Health First Shared Services 401(k)
Health First Retirement Savings Plan
Health First Shared Services, Inc. · Plan 005 · EIN 59-3336894 · Melbourne, FL
| Plan administrator | Health First Shared Services, Inc. 3550 N. Harbor City Blvd., Melbourne, FL 32935-5714 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Milliman, Inc. | Schedule C ↗ |
| Former employees with balances | 1,735 separated participants still had money in the plan | Form 5500 ↗ |
Privia Medical Group 401(k) Plan
Health First Privia Medical Group, LLC · Plan 001 · EIN 59-3336894 · Melbourne, FL
| Plan administrator | Health First Privia Medical Group, LLC 3550 N. Harbour City Blvd., Melbourne, FL 32935 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Milliman, Inc. | Schedule C ↗ |
| Former employees with balances | 59 separated participants still had money in the plan | Form 5500 ↗ |
Health First Frozen 403(b) Plan
Health First Shared Services, Inc. · Plan 003 · EIN 59-3336894 · Melbourne, FL
| Plan administrator | Health First Shared Services, Inc. 3550 N. Harbour City Blvd., Melbourne, FL 32935-5714 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Milliman, Inc. | Schedule C ↗ |
| Former employees with balances | 67 separated participants still had money in the plan | Form 5500 ↗ |
Health First, Inc. Retirement Savings Plan
Health First, Inc. · Plan 002 · EIN 59-3336894 · Melbourne, FL
| Plan administrator | Health First, Inc. 3550 North Harbour City Blvd, Melbourne, FL 32935-5714 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 0 separated participants still had money in the plan | Form 5500 ↗ |
| Termination | The plan year 2021 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went. | Form 5500 ↗ |
Health First Medical Group Retirement Savings Plan
Health First, Inc. · Plan 004 · EIN 59-3336894 · Melbourne, FL
| Plan administrator | Health First, Inc. 3550 North Harbour City Blvd, Melbourne, FL 32935-5714 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Milliman, Inc. | Schedule C ↗ |
| Former employees with balances | 0 separated participants still had money in the plan | Form 5500 ↗ |
| Termination | The plan year 2021 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went. | Form 5500 ↗ |
Health First Shared Services 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 Health First Shared Services 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: Health First Shared Services, Inc., (321) 434-8990. The accounts are held by the recordkeeper, Milliman, Inc.. Have your Social Security number and dates of employment ready.
What is the Health First Shared Services 401(k) phone number?
The plan administrator phone number on the plan year 2025 filing is (321) 434-8990.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Health First Shared Services and does not hold accounts. Not financial advice. Report a correction