Find an old Unity Health 401(k)

Who to contact about an account in each of the 3 Unity Health plans, from the filings. Free, no sign-up, no Social Security number.

Unity Health 403(b) Retirement Plan

Unity Health · Plan 002 · EIN 71-0772737 · Searcy, AR

Active · plan year 2024 filing403(b)
Plan administratorUnity Health
3214 East Race Street, Searcy, AR 72143
Form 5500 ↗
Recordkeeper (who holds the accounts)Transamerica Retirement SolutionsSchedule C ↗
Former employees with balances397 separated participants still had money in the planForm 5500 ↗

Unity Health Retirement Plan

Unity Health · Plan 001 · EIN 71-0772737 · Searcy, AR

Active · plan year 2024 filingRetirement
Plan administratorUnity Health
3214 East Race Street, Searcy, AR 72143-4847
Form 5500 ↗
Recordkeeper (who holds the accounts)Transamerica Retirement SolutionsSchedule C ↗
Former employees with balances1,197 separated participants still had money in the planForm 5500 ↗

Unity Health Executive Retirement Plan and Trust

Unity Health · Plan 003 · EIN 71-0772737 · Searcy, AR

Active · plan year 2024 filingRetirement
Plan administratorUnity Health
3214 East Race Street, Searcy, AR 72143
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)

Unity Health 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 Unity Health 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Unity Health, (501) 305-9066. The accounts are held by the recordkeeper, Transamerica Retirement Solutions. Have your Social Security number and dates of employment ready.

What is the Unity Health 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (501) 305-9066.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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