Find an old Jewish Home for the Elderly of Fairfield County 401(k)

Who to contact about an account in each of the 2 Jewish Home for the Elderly of Fairfield County plans, from the filings. Free, no sign-up, no Social Security number.

The Jewish Home Retirement Savings Plan

The Jewish Home for the Elderly of Fairfield County, Inc. · Plan 002 · EIN 06-0846991 · Bridgeport, CT

Active · plan year 2024 filing401(k)
Plan administratorThe Jewish Home for the Elderly of Fairfield County, Inc.
4200 Park Avenue, Bridgeport, CT 06604
Form 5500 ↗
Recordkeeper (who holds the accounts)John Hancock USASchedule C ↗
Former employees with balances160 separated participants still had money in the planForm 5500 ↗

Jewish Home for the Elderly Defined Benefit Pension Plan

The Jewish Home for the Elderly · Plan 001 · EIN 06-0846991 · Bridgeport, CT

Frozen · plan year 2024 filingPension (defined benefit)
Plan administratorThe Jewish Home for the Elderly
4200 Park Avenue, Bridgeport, CT 06604
Form 5500 ↗
Recordkeeper (who holds the accounts)Principal Life Insurance CompanySchedule C ↗
Former employees with balances46 separated participants still had money in the planForm 5500 ↗

Jewish Home for the Elderly of Fairfield County 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 Jewish Home for the Elderly of Fairfield County 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: The Jewish Home for the Elderly of Fairfield County, Inc., (203) 365-6400. The accounts are held by the recordkeeper, John Hancock USA. Have your Social Security number and dates of employment ready.

What is the Jewish Home for the Elderly of Fairfield County 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (203) 365-6400.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Jewish Home for the Elderly of Fairfield County and does not hold accounts. Not financial advice. Report a correction