Find an old I.A.T.S.E. Local Union No 51 401(k)

Who to contact about an account in the I.A.T.S.E. Local Union No 51 plan, from the filings. Free, no sign-up, no Social Security number.

I.A.T.S.E. Local Union No 51 Defined Contribution Pension Plan

I.A.T.S.E. Local Union No 51 · Plan 001 · EIN 74-1389651 · Houston, TX

Active · plan year 2024 filing401(k)
Plan administratorI.A.T.S.E. Local Union No 51
PO Box 403, Houston, TX 77001
Form 5500 ↗
Recordkeeper (who holds the accounts)Empower Annuity Insurance CompanySchedule C ↗
Former employees with balances27 separated participants still had money in the planForm 5500 ↗

I.A.T.S.E. Local Union No 51 401(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 I.A.T.S.E. Local Union No 51 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: I.A.T.S.E. Local Union No 51, (713) 238-9690. The accounts are held by the recordkeeper, Empower Annuity Insurance Company. Have your Social Security number and dates of employment ready.

What is the I.A.T.S.E. Local Union No 51 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (713) 238-9690.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with I.A.T.S.E. Local Union No 51 and does not hold accounts. Not financial advice. Report a correction