Find an old Masonic Care Community of NY 401(k)

Who to contact about an account in each of the 2 Masonic Care Community of NY plans, from the filings. Free, no sign-up, no Social Security number.

Masonic Care Community of Ny 403(b) Retirement Savings Plan

Masonic Care Community of Ny · Plan 002 · EIN 13-5563012 · Utica, NY

Active · plan year 2024 filing403(b)
Plan administratorMasonic Care Community of Ny
2150 Bleecker Street, Utica, NY 13501
Form 5500 ↗
Recordkeeper (who holds the accounts)Benefit Plan Admin Services, IncSchedule C ↗
Former employees with balances91 separated participants still had money in the planForm 5500 ↗

Masonic Hall & Asylum Employees Retirement Fund

Trustees of the Masonic Hall & Asylum Fund · Plan 001 · EIN 13-5563012 · Utica, NY

Active · plan year 2024 filingPension (defined benefit)
Plan administratorTrustees of the Masonic Hall & Asylum Fund
71 West 23rd Street, New York, NY 10010-4102
Form 5500 ↗
Recordkeeper (who holds the accounts)Complete Payroll ProcessingSchedule C ↗
Former employees with balances60 separated participants still had money in the planForm 5500 ↗

Masonic Care Community of NY 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 Masonic Care Community of NY 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Masonic Care Community of Ny, (315) 798-4882. The accounts are held by the recordkeeper, Benefit Plan Admin Services, Inc. Have your Social Security number and dates of employment ready.

What is the Masonic Care Community of NY 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (315) 798-4882.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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