Find an old Heat & Frost Insulators Local 27 401(k)
Insulators Local No 27 Supplemental Pension Fund
Heat & Frost Insulators Local 27 · Plan 002 · EIN 43-0337343 · Independence, MO
| Plan administrator | Board of Trusteees of Insulators Local No. 27 400 South Main, Independence, MO 64050-3813 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Alerus Retirement Solutions | 2023 Schedule C ↗ |
| Former employees with balances | 97 separated participants still had money in the plan | Form 5500 ↗ |
Insulators Local No. 27 Pension Plan
Insulators Local No 27 · Plan 001 · EIN 43-0337343 · Independence, MO
| Plan administrator | Board of Trustees of Insulators Local No. 27 6900 College Blvd., Suite 300, Overland Park, KS 66211 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 41 separated participants still had money in the plan | Form 5500 ↗ |
Heat & Frost Insulators Local 27 401(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 Heat & Frost Insulators Local 27 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: Board of Trusteees of Insulators Local No. 27, (816) 252-0588. The accounts are held by the recordkeeper, Alerus Retirement Solutions. Have your Social Security number and dates of employment ready.
What is the Heat & Frost Insulators Local 27 401(k) phone number?
The plan administrator phone number on the plan year 2024 filing is (816) 252-0588.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Heat & Frost Insulators Local 27 and does not hold accounts. Not financial advice. Report a correction