Find an old Trustees Midwestern Teamsters Pension Trust Fund 401(k)

Who to contact about an account in the Trustees Midwestern Teamsters Pension Trust Fund plan, from the filings. Free, no sign-up, no Social Security number.

Midwestern Teamsters Pension Trust Fund

Trustees Midwestern Teamsters Pension Trust Fund · Plan 001 · EIN 37-6117130 · Oak Brook, IL

Active · plan year 2025 filingPension (defined benefit)
Plan administratorTrustees Midwestern Teamsters Pension Trust Fund
2625 Butterfield Road, Ste. 208e, Oak Brook, IL 60523-1234
Form 5500 ↗
Recordkeeper (who holds the accounts)Legacy Professionals LLPSchedule C ↗
Former employees with balances203 separated participants still had money in the planForm 5500 ↗

Trustees Midwestern Teamsters Pension Trust Fund 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 Trustees Midwestern Teamsters Pension Trust Fund 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Trustees Midwestern Teamsters Pension Trust Fund, (630) 967-3091. The accounts are held by the recordkeeper, Legacy Professionals LLP. Have your Social Security number and dates of employment ready.

What is the Trustees Midwestern Teamsters Pension Trust Fund 401(k) phone number?

The plan administrator phone number on the plan year 2025 filing is (630) 967-3091.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Trustees Midwestern Teamsters Pension Trust Fund and does not hold accounts. Not financial advice. Report a correction