Find an old Trustees of the National Electrical Benefit Fund 401(k)

Who to contact about an account in each of the 2 Trustees of the National Electrical Benefit Fund plans, from the filings. Free, no sign-up, no Social Security number.

National Electrical Benefit Fund Defined Contribution Plan

National Electrical Benefit Fund · Plan 051 · EIN 53-0181657 · Rockville, MD

Active · plan year 2024 filingRetirement
Plan administratorNational Electrical Benefit Fund
2400 Research Blvd., Suite 500, Rockville, MD 20850-3266
Form 5500 ↗
Recordkeeper (who holds the accounts)Fidelity Investments InstitutionalSchedule C ↗
Former employees with balances41 separated participants still had money in the planForm 5500 ↗

National Electrical Benefit Fund

Trustees of the National Electrical Benefit Fund · Plan 001 · EIN 53-0181657 · Rockville, MD

Active · plan year 2024 filingPension (defined benefit)
Plan administratorTrustees of the National Electrical Benefit Fund
2400 Research Blvd., Suite 500, Rockville, MD 20850-3266
Form 5500 ↗
Recordkeeper (who holds the accounts)ADPSchedule C ↗
Former employees with balances178,543 separated participants still had money in the planForm 5500 ↗

Trustees of the National Electrical Benefit 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 of the National Electrical Benefit Fund 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: National Electrical Benefit Fund, (202) 467-0610. The accounts are held by the recordkeeper, Fidelity Investments Institutional. Have your Social Security number and dates of employment ready.

What is the Trustees of the National Electrical Benefit Fund 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (202) 467-0610.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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