Find an old Kaleida Health 401(k)
Kaleida Health Savings Investment 403(b) Plan
Kaleida Health · Plan 020 · EIN 16-1533232 · Buffalo, NY
| Plan administrator | Kaleida Health 100 High Street, Mailbox 209, Buffalo, NY 14203 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Fidelity Investments Institutional | Schedule C ↗ |
| Former employees with balances | 1,385 separated participants still had money in the plan | Form 5500 ↗ |
Kaleida Health Savings/Investment (401(K)) Plan
Kaleida Health · Plan 021 · EIN 16-1533232 · Buffalo, NY
| Plan administrator | Kaleida Health 100 High Street, Mailbox 209, Buffalo, NY 14203 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Fidelity Investments Institutional | Schedule C ↗ |
| Former employees with balances | 659 separated participants still had money in the plan | Form 5500 ↗ |
Waterfront Health Care Center Retirement Plan
Kaleida Health · Plan 005 · EIN 16-1533232 · Buffalo, NY
| Plan administrator | Kaleida Health 100 High Street, Box 209, Buffalo, NY 14203 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) |
Kaleida Health Pension Growth Plan
Kaleida Health Corporate Benefits · Plan 001 · EIN 16-1533232 · Buffalo, NY
| Plan administrator | Kaleida Health Corporate Benefits 100 High Street, Box 209, Buffalo, NY 14203 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 3,204 separated participants still had money in the plan | Form 5500 ↗ |
Kaleida Health 401(k) match, vesting and fees →
Found it? Your options
| Leave it | Often allowed if your balance is over $7,000. You keep the plan's investments and fees. |
| Move it to your new job's plan | If the new plan accepts roll-ins. Ask the new plan's recordkeeper. |
| Roll it into an IRA | More investment choices, and you control it. A direct rollover avoids withholding and penalties. |
| Cash out | Usually 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
- Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
- If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
- Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.
Common questions
How do I find my old Kaleida Health 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: Kaleida Health, (716) 859-8000. The accounts are held by the recordkeeper, Fidelity Investments Institutional. Have your Social Security number and dates of employment ready.
What is the Kaleida Health 401(k) phone number?
The plan administrator phone number on the plan year 2024 filing is (716) 859-8000.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Kaleida Health and does not hold accounts. Not financial advice. Report a correction