Find an old National Urban League 401(k)

Who to contact about an account in each of the 3 National Urban League plans, from the filings. Free, no sign-up, no Social Security number.

Retirement Accumulation Supplement Plan for Employees of the National Urban

National Urban League · Plan 003 · EIN 13-1840489 · New York, NY

Active · plan year 2024 filing403(b)
Plan administratorNational Urban League
80 Pine Street, 9th Floor, New York, NY 10005-1702
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)

Retirement Accumulation Plan for Employees of National Urban League

National Urban League · Plan 002 · EIN 13-1840489 · New York, NY

Active · plan year 2024 filingProfit-sharing
Plan administratorNational Urban League
80 Pine Street, 9th Floor, New York, NY 10005
Form 5500 ↗
Recordkeeper (who holds the accounts)Principal Life Insurance CompanySchedule C ↗
Former employees with balances39 separated participants still had money in the planForm 5500 ↗

Retirement Income Plan for the Employees of the National Urban League

National Urban League · Plan 001 · EIN 13-1840489 · New York, NY

Terminated · plan year 2024 filingPension (defined benefit)
Plan administratorNational Urban League
80 Pine Street, 9th Floor, New York, NY 10005
Form 5500 ↗
Recordkeeper (who holds the accounts)Principal Life Insurance Company2023 Schedule C ↗
TerminationThe plan year 2024 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went.Form 5500 ↗

National Urban League 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 National Urban League 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: National Urban League, (212) 558-5300. Have your Social Security number and dates of employment ready.

What is the National Urban League 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (212) 558-5300.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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