Find an old Shands Teaching Hospital and Clinics 401(k)

Who to contact about an account in each of the 3 Shands Teaching Hospital and Clinics plans, from the filings. Free, no sign-up, no Social Security number.

Shands Healthcare Matched Savings Account 403(b)

Shands Teaching Hospital and Clinics, Inc. · Plan 003 · EIN 59-1943502 · Gainesville, FL

Active · plan year 2024 filing403(b)
Plan administratorShands Teaching Hospital and Clinics, Inc.
1329 SW 16th Street, P O Box 100337, Gainesville, FL 32608
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances2,989 separated participants still had money in the planForm 5500 ↗

Shands Health Care Matched Savings Account 401(a)

Shands Teaching Hospital and Clinics, Inc. · Plan 002 · EIN 59-1943502 · Gainesville, FL

Active · plan year 2024 filingProfit-sharing
Plan administratorShands Teaching Hospital and Clinics, Inc.
1600 SW Archer Rd,, P O Box 100337, Gainesville, FL 32610-0337
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances2,622 separated participants still had money in the planForm 5500 ↗

Shands Healthcare Pension Plan II

Shands Teaching Hospital and Clinics, Inc. · Plan 004 · EIN 59-1943502 · Gainesville, FL

Frozen · plan year 2024 filingPension (defined benefit)
Plan administratorShands Teaching Hospital and Clinics, Inc.
1329 SW 16th St., Room 1230, Atn HR, Gainesville, FL 32608
Form 5500 ↗
Recordkeeper (who holds the accounts)Lincoln National CorporationSchedule C ↗
Former employees with balances1,348 separated participants still had money in the planForm 5500 ↗

Shands Teaching Hospital and Clinics 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 Shands Teaching Hospital and Clinics 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Shands Teaching Hospital and Clinics, Inc., (352) 265-0441. Have your Social Security number and dates of employment ready.

What is the Shands Teaching Hospital and Clinics 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (352) 265-0441.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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