Find an old Infinite Health Collaborative 401(k)

Who to contact about an account in each of the 3 Infinite Health Collaborative plans, from the filings. Free, no sign-up, no Social Security number.

Revo and I-Health Retirement Plan

Infinite Health Collaborative, P.A. · Plan 007 · EIN 41-1861374 · Bloomington, MN

Active · plan year 2024 filing401(k)
Plan administratorInfinite Health Collaborative, P.A.
3500 American Blvd. W, Suite 300, Bloomington, MN 55431
Form 5500 ↗
Recordkeeper (who holds the accounts)John Hancock Retirement Plan SrvsSchedule C ↗
Former employees with balances1,577 separated participants still had money in the planForm 5500 ↗

Infinite Health Collaborative, P.A. Cash Balance Plan

Infinite Health Collaborative, P.A. · Plan 010 · EIN 41-1861374 · Bloomington, MN

Active · plan year 2024 filingPension (defined benefit)
Plan administratorInfinite Health Collaborative, P.A.
3500 American Blvd, Ste 300, Bloomington, MN 55431
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)

Twin Cities Orthopedics, P.A. Cash Balance Plan

Infinite Health Collaborative, P.A. · Plan 008 · EIN 41-1861374 · Golden Valley, MN

Terminated · plan year 2021 filingPension (defined benefit)
Plan administratorInfinite Health Collaborative, P.A.
4200 Dahlberg Dr., Suite 300, Golden Valley, MN 55422
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
TerminationThe 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 ↗

Infinite Health Collaborative 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 Infinite Health Collaborative 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Infinite Health Collaborative, P.A., (952) 512-5600. The accounts are held by the recordkeeper, John Hancock Retirement Plan Srvs. Have your Social Security number and dates of employment ready.

What is the Infinite Health Collaborative 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (952) 512-5600.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Infinite Health Collaborative and does not hold accounts. Not financial advice. Report a correction