Find an old International Foundation of Employee Benefit Plans 401(k)

Who to contact about an account in each of the 3 International Foundation of Employee Benefit Plans plans, from the filings. Free, no sign-up, no Social Security number.

International Foundation Employee Thrift Plan

International Foundation Employee Benefit Plans Inc. · Plan 002 · EIN 39-1034021 · Brookfield, WI

Active · plan year 2024 filing401(k)
Plan administratorInternational Foundation Employee Benefit Plans Inc.
18700 W. Bluemound Road, Brookfield, WI 53045-0069
Form 5500 ↗
Recordkeeper (who holds the accounts)John Hancock Retirement Plan Ser.Schedule C ↗
Former employees with balances36 separated participants still had money in the planForm 5500 ↗

Wellness Council of America Retirement Plan

International Foundation of Employee Benefit Plans Inc. · Plan 001 · EIN 39-1034021 · Brookfield, WI

Active · plan year 2024 filing403(b)
Plan administratorInternational Foundation of Employee Benefit Plans Inc.
18700 W Bluemound Rd, Brookfield, WI 53045
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances8 separated participants still had money in the planForm 5500 ↗

International Foundation Employees Retirement Plan

International Foundation of Employee Benefit Plans, Inc. · Plan 003 · EIN 39-1034021 · Brookfield, WI

Active · plan year 2024 filingPension (defined benefit)
Plan administratorInternational Foundation of Employee Benefit Plans, Inc.
18700 W. Bluemound Road, Brookfield, WI 53045
Form 5500 ↗
Recordkeeper (who holds the accounts)United of Omaha Life Insurance CoSchedule C ↗
Former employees with balances51 separated participants still had money in the planForm 5500 ↗

International Foundation of Employee Benefit Plans 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 International Foundation of Employee Benefit Plans 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: International Foundation Employee Benefit Plans Inc., (262) 786-6700. The accounts are held by the recordkeeper, John Hancock Retirement Plan Ser.. Have your Social Security number and dates of employment ready.

What is the International Foundation of Employee Benefit Plans 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (262) 786-6700.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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