Find an old Intl Longshore & Warehouse Union 401(k)

Who to contact about an account in each of the 2 Intl Longshore & Warehouse Union plans, from the filings. Free, no sign-up, no Social Security number.

Ilwu 401(k) Savings Plan

International Longshore and Warehouse Union · Plan 004 · EIN 94-0577594 · San Francisco, CA

Active · plan year 2024 filing401(k)
Plan administratorInternational Longshore and Warehouse Union
1188 Franklin Street, San Francisco, CA 94109
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 ↗

Pension Plan for Officers & Professional Staff of Intl Longshore & Warehouse Union

Intl Longshore & Warehouse Union · Plan 333 · EIN 94-0577594 · San Francisco, CA

Active · plan year 2024 filingPension (defined benefit)
Plan administratorIntl Longshore & Warehouse Union
1188 Franklin St, San Francisco, CA 94109-6800
Form 5500 ↗
Recordkeeper (who holds the accounts)Principal Life Insurance CompanySchedule C ↗
Former employees with balances23 separated participants still had money in the planForm 5500 ↗

Intl Longshore & Warehouse Union 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 Intl Longshore & Warehouse Union 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: International Longshore and Warehouse Union, (415) 775-0533. Have your Social Security number and dates of employment ready.

What is the Intl Longshore & Warehouse Union 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (415) 775-0533.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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