Find an old Lifespan Corporation, DBA Brown University Health 401(k)

Who to contact about an account in each of the 3 Lifespan Corporation, DBA Brown University Health plans, from the filings. Free, no sign-up, no Social Security number.

Brown Health 401(k) Retirement Savings Plan

Lifespan Corporation, DBA Brown University Health · Plan 005 · EIN 22-2861978 · Providence, RI

Active · plan year 2024 filing401(k)
Plan administratorLifespan Corporation, DBA Brown University Health
15 Lasalle Square, 5th Floor, Providence, RI 02903
Form 5500 ↗
Recordkeeper (who holds the accounts)Fid Inv Inst Ops CoSchedule C ↗
Former employees with balances3,674 separated participants still had money in the planForm 5500 ↗

Brown Health 403(b) Retirement Plan

Lifespan Corporation, DBA Brown University Health · Plan 002 · EIN 22-2861978 · Providence, RI

Active · plan year 2024 filing403(b)
Plan administratorLifespan Corporation, DBA Brown University Health
15 Lasalle Square, 5th Floor, Providence, RI 02903
Form 5500 ↗
Recordkeeper (who holds the accounts)Fid Inv Inst Ops CoSchedule C ↗
Former employees with balances2,573 separated participants still had money in the planForm 5500 ↗

Brown Health Defined Benefit Retirement Plan

Lifespan Corporation D/B/A Brown University Health · Plan 001 · EIN 22-2861978 · Providence, RI

Active · plan year 2024 filingPension (defined benefit)
Plan administratorLifespan Corporation D/B/A Brown University Health
167 Point Street, Suite 2a, Providence, RI 02903
Form 5500 ↗
Recordkeeper (who holds the accounts)Fidelity Invest Inst Oper Co, Inc.Schedule C ↗
Former employees with balances4,808 separated participants still had money in the planForm 5500 ↗

Lifespan Corporation, DBA Brown University Health 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 Lifespan Corporation, DBA Brown University Health 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Lifespan Corporation, DBA Brown University Health, (401) 444-5265. The accounts are held by the recordkeeper, Fid Inv Inst Ops Co. Have your Social Security number and dates of employment ready.

What is the Lifespan Corporation, DBA Brown University Health 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (401) 444-5265.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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