Find an old United Steelworkers Local 14614 Pension Trust Board of Trustees 401(k)

Who to contact about an account in each of the 2 United Steelworkers Local 14614 Pension Trust Board of Trustees plans, from the filings. Free, no sign-up, no Social Security number.

United Steelworkers Local 14614 Supplemental Annuity Plan

United Steelworkers Local 14614 Supplemental Ann Board of Trustees · Plan 002 · EIN 55-0549322 · Lexington, KY

Active · plan year 2024 filingRetirement
Plan administratorUnited Steelworkers Local 14614 Supplemental Ann Board of Trustees
230 Lexington Green Circle, Ste 400, Lexington, KY 40503
Form 5500 ↗
Recordkeeper (who holds the accounts)Benefit Solutions Inc.Schedule C ↗
Former employees with balances527 separated participants still had money in the planForm 5500 ↗

United Steelworkers Local 14614 Pension Trust Fund

United Steelworkers Local 14614 Pension Trust Board of Trustees · Plan 001 · EIN 55-0549322 · Lexington, KY

Active · plan year 2024 filingPension (defined benefit)
Plan administratorUnited Steelworkers Local 14614 Pension Trust Board of Trustees
230 Lexington Green Circle, Ste 400, Lexington, KY 40503
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances193 separated participants still had money in the planForm 5500 ↗

United Steelworkers Local 14614 Pension Trust Board of Trustees 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 Steelworkers Local 14614 Pension Trust Board of Trustees 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: United Steelworkers Local 14614 Supplemental Ann Board of Trustees, (888) 999-7741. The accounts are held by the recordkeeper, Benefit Solutions Inc.. Have your Social Security number and dates of employment ready.

What is the United Steelworkers Local 14614 Pension Trust Board of Trustees 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (888) 999-7741.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with United Steelworkers Local 14614 Pension Trust Board of Trustees and does not hold accounts. Not financial advice. Report a correction