Find an old Knights of Columbus 401(k)

Who to contact about an account in each of the 5 Knights of Columbus plans, from the filings. Free, no sign-up, no Social Security number.

The Management Tax Savings Investment Plan for Knights of Columbus

Knights of Columbus · Plan 004 · EIN 06-0416470 · New Haven, CT

Active · plan year 2025 filing401(k)
Plan administratorKnights of Columbus
One Columbus Plaza, New Haven, CT 06510-3325
Form 5500 ↗
Recordkeeper (who holds the accounts)Principal Life Insurance CompanySchedule C ↗
Former employees with balances221 separated participants still had money in the planForm 5500 ↗

The Knights of Columbus Tax Savings Investment Plan for U.S. Agents

Knights of Columbus · Plan 005 · EIN 06-0416470 · New Haven, CT

Active · plan year 2025 filing401(k)
Plan administratorKnights of Columbus
One Columbus Plaza, New Haven, CT 06510-3325
Form 5500 ↗
Recordkeeper (who holds the accounts)Principal Life Insurance CompanySchedule C ↗
Former employees with balances126 separated participants still had money in the planForm 5500 ↗

Knights of Columbus Agents Pension Plan

Knights of Columbus Supreme Council · Plan 003 · EIN 06-0416470 · New Haven, CT

Active · plan year 2024 filingPension (defined benefit)
Plan administratorKnights of Columbus Supreme Council
1 Columbus Plaza, New Haven, CT 06510-3326
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances610 separated participants still had money in the planForm 5500 ↗

Knights of Columbus Retirement Plan for Non-Bargaining Unit Employees

Knights of Columbus Supreme Council · Plan 002 · EIN 06-0416470 · New Haven, CT

Active · plan year 2024 filingPension (defined benefit)
Plan administratorKnights of Columbus Supreme Council
1 Columbus Plaza, New Haven, CT 06510-3326
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances177 separated participants still had money in the planForm 5500 ↗

Knights of Columbus Retirement Plan for Bargaining Unit Employees

Knights of Columbus Supreme Council · Plan 001 · EIN 06-0416470 · New Haven, CT

Active · plan year 2024 filingPension (defined benefit)
Plan administratorKnights of Columbus Supreme Council
1 Columbus Plaza, New Haven, CT 06510-3326
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances182 separated participants still had money in the planForm 5500 ↗

Knights of Columbus 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 Knights of Columbus 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Knights of Columbus, (203) 752-4000. The accounts are held by the recordkeeper, Principal Life Insurance Company. Have your Social Security number and dates of employment ready.

What is the Knights of Columbus 401(k) phone number?

The plan administrator phone number on the plan year 2025 filing is (203) 752-4000.

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