Find an old United Ohio Insurance 401(k)

Who to contact about an account in each of the 2 United Ohio Insurance plans, from the filings. Free, no sign-up, no Social Security number.

United Ohio Insurance Company 401(k) Savings Plan

United Ohio Insurance Company · Plan 002 · EIN 34-1008736 · Bucyrus, OH

Active · plan year 2024 filing401(k)
Plan administratorUnited Ohio Insurance Company
1725 Hopley Ave, Bucyrus, OH 44820-3569
Form 5500 ↗
Recordkeeper (who holds the accounts)Principal Life Insurance CompanySchedule C ↗
Former employees with balances50 separated participants still had money in the planForm 5500 ↗

United Ohio Insurance Company Pension Plan

United Ohio Insurance Company · Plan 001 · EIN 34-1008736 · Bucyrus, OH

Active · plan year 2024 filingPension (defined benefit)
Plan administratorUnited Ohio Insurance Company
1725 Hopley Ave, Bucyrus, OH 44820-3569
Form 5500 ↗
Recordkeeper (who holds the accounts)Principal Life Insurance CompanySchedule C ↗
Former employees with balances59 separated participants still had money in the planForm 5500 ↗

United Ohio Insurance 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 United Ohio Insurance 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: United Ohio Insurance Company, (419) 563-0908. The accounts are held by the recordkeeper, Principal Life Insurance Company. Have your Social Security number and dates of employment ready.

What is the United Ohio Insurance 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (419) 563-0908.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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