Find an old Sheet Metal Workers Local No. 124 Pension Plan 401(k)

Who to contact about an account in each of the 2 Sheet Metal Workers Local No. 124 Pension Plan plans, from the filings. Free, no sign-up, no Social Security number.

Sheet Metal Workers Local No 124 Supplemental Retirement

Joint Board of Trustees - Sheet Metal Local 124 · Plan 002 · EIN 73-6145795 · Oklahoma City, OK

Active · plan year 2024 filing401(k)
Plan administratorJoint Board of Trustees - Sheet Metal Local 124
3717 NW 63rd St Ste 100, Oklahoma City, OK 73116
Form 5500 ↗
Recordkeeper (who holds the accounts)Empower Annuity Insurance CoSchedule C ↗
Former employees with balances147 separated participants still had money in the planForm 5500 ↗

Sheet Metal Workers Local No. 124 Pension Plan

Sheet Metal Workers Local No. 124 Pension Plan · Plan 001 · EIN 73-6145795 · Oklahoma City, OK

Active · plan year 2024 filingPension (defined benefit)
Plan administratorRichard Dimick
3717 NW 63rd St Ste 100, Oklahoma City, OK 73116-1925
Form 5500 ↗
Recordkeeper (who holds the accounts)Empower Annuity Insurance Co.Schedule C ↗
Former employees with balances168 separated participants still had money in the planForm 5500 ↗

Sheet Metal Workers Local No. 124 Pension Plan 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 Sheet Metal Workers Local No. 124 Pension Plan 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Joint Board of Trustees - Sheet Metal Local 124, (405) 848-4848. The accounts are held by the recordkeeper, Empower Annuity Insurance Co. Have your Social Security number and dates of employment ready.

What is the Sheet Metal Workers Local No. 124 Pension Plan 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (405) 848-4848.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Sheet Metal Workers Local No. 124 Pension Plan and does not hold accounts. Not financial advice. Report a correction