Find an old Southeastern Regional Medical Center 401(k)

Who to contact about an account in each of the 2 Southeastern Regional Medical Center plans, from the filings. Free, no sign-up, no Social Security number.

Southeastern Regional Medical Center Tax-Deferred Savings Plan

Southeastern Regional Medical Center · Plan 002 · EIN 56-0530233 · Lumberton, NC

Active · plan year 2024 filing403(b)
Plan administratorSoutheastern Regional Medical Center
300 West 27th Street, Lumberton, NC 28358
Form 5500 ↗
Recordkeeper (who holds the accounts)Valic Retirement Services CompanySchedule C ↗
Former employees with balances1,114 separated participants still had money in the planForm 5500 ↗

Pension Plan for the Employees of Southeastern Regional Medical Center

Southeastern Regional Medical Center · Plan 001 · EIN 56-0530233 · Lumberton, NC

Terminated · plan year 2023 filingPension (defined benefit)
Plan administratorChairman of the Retirement Committee
300 West 27th Street, Lumberton, NC 28359
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
TerminationThe plan year 2023 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went.Form 5500 ↗

Southeastern Regional Medical Center 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 Southeastern Regional Medical Center 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Southeastern Regional Medical Center, (910) 671-5609. The accounts are held by the recordkeeper, Valic Retirement Services Company. Have your Social Security number and dates of employment ready.

What is the Southeastern Regional Medical Center 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (910) 671-5609.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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