Find an old Iowa Health System 401(k)

Who to contact about an account in each of the 2 Iowa Health System plans, from the filings. Free, no sign-up, no Social Security number.

Iowa Health System Section 401(k) Retirement Savings Plan

Iowa Health System · Plan 006 · EIN 42-1435199 · West Des Moines, IA

Active · plan year 2024 filing401(k)
Plan administratorIowa Health System
1776 West Lakes Pkwy, Ste 400, West Des Moines, IA 50266-8393
Form 5500 ↗
Recordkeeper (who holds the accounts)Fidelity Investments InstitutionalSchedule C ↗
Former employees with balances8,606 separated participants still had money in the planForm 5500 ↗

Iowa Health System Tax Deferred Section 403(b) Plan

Iowa Health System · Plan 002 · EIN 42-1435199 · West Des Moines, IA

Active · plan year 2024 filing403(b)
Plan administratorIowa Health System
1776 West Lakes Parkway, West Des Moines, IA 50266-8393
Form 5500 ↗
Recordkeeper (who holds the accounts)Fidelity Investments InstitutionalSchedule C ↗
Former employees with balances240 separated participants still had money in the planForm 5500 ↗

Iowa Health System 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 Iowa Health System 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Iowa Health System, (515) 241-6167. The accounts are held by the recordkeeper, Fidelity Investments Institutional. Have your Social Security number and dates of employment ready.

What is the Iowa Health System 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (515) 241-6167.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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