Find an old Trustees of UFCW Unions & Employers Midwest Pension Fund 401(k)
United Food and Commercial Workers Unions & Employers Midwest Pension Fund
Trustees of Ufcw Unions & Employers Midwest Pension Fund · Plan 001 · EIN 36-6508328 · Downers Grove, IL
| Plan administrator | Trustees of Ufcw Unions & Employers Midwest Pension Fund 1431 Opus Place, Suite 350, Downers Grove, IL 60515 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Legacy Professionals LLP | Schedule C ↗ |
| Former employees with balances | 13,735 separated participants still had money in the plan | Form 5500 ↗ |
United Food and Commercial Workers Pension Plan for Salaried Staff
Ufcw Pension Plan for Salaried Staff · Plan 002 · EIN 36-6508328 · Downers Grove, IL
| Plan administrator | Ufcw Pension Plan for Salaried Staff 1431 Opus Place, Suite 350, Downers Grove, IL 60515 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 8 separated participants still had money in the plan | Form 5500 ↗ |
Trustees of UFCW Unions & Employers Midwest Pension Fund 401(k) match, vesting and fees →
Found it? Your options
| Leave it | Often allowed if your balance is over $7,000. You keep the plan's investments and fees. |
| Move it to your new job's plan | If the new plan accepts roll-ins. Ask the new plan's recordkeeper. |
| Roll it into an IRA | More investment choices, and you control it. A direct rollover avoids withholding and penalties. |
| Cash out | Usually 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
- Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
- If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
- 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 UFCW Unions & Employers Midwest Pension Fund 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: Trustees of Ufcw Unions & Employers Midwest Pension Fund, (630) 288-6868. The accounts are held by the recordkeeper, Legacy Professionals LLP. Have your Social Security number and dates of employment ready.
What is the Trustees of UFCW Unions & Employers Midwest Pension Fund 401(k) phone number?
The plan administrator phone number on the plan year 2024 filing is (630) 288-6868.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Trustees of UFCW Unions & Employers Midwest Pension Fund and does not hold accounts. Not financial advice. Report a correction