Find an old Omaha Const. Ind. Pension Plan Joint Board of Trustees 401(k)

Who to contact about an account in the Omaha Const. Ind. Pension Plan Joint Board of Trustees plan, from the filings. Free, no sign-up, no Social Security number.

Omaha Construction Industry Pension Plan

Omaha Const. Ind. Pension Plan Joint Board of Trustees · Plan 001 · EIN 47-0468085 · Omaha, NE

Active · plan year 2024 filingPension (defined benefit)
Plan administratorOmaha Const. Ind. Pension Plan Joint Board of Trustees
3930 S 147th Street, Suite 100, Omaha, NE 68144
Form 5500 ↗
Recordkeeper (who holds the accounts)Iron MountainSchedule C ↗
Former employees with balances1,121 separated participants still had money in the planForm 5500 ↗

Omaha Const. Ind. Pension Plan Joint Board of Trustees 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 Omaha Const. Ind. Pension Plan Joint Board of Trustees 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Omaha Const. Ind. Pension Plan Joint Board of Trustees, (402) 951-7900. The accounts are held by the recordkeeper, Iron Mountain. Have your Social Security number and dates of employment ready.

What is the Omaha Const. Ind. Pension Plan Joint Board of Trustees 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (402) 951-7900.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Omaha Const. Ind. Pension Plan Joint Board of Trustees and does not hold accounts. Not financial advice. Report a correction