Find an old University Hospitals Health System 401(k)

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

Uhhs 401(k) Retirement Savings Plan

Uhhs · Plan 004 · EIN 34-0714775 · Shaker Heights, OH

Active · plan year 2024 filing401(k)
Plan administratorUhhs
3605 Warrensville Center Road, Shaker Heights, OH 44135
Form 5500 ↗
Recordkeeper (who holds the accounts)Fidelity Investments InstitutionalSchedule C ↗
Former employees with balances3,310 separated participants still had money in the planForm 5500 ↗

University Hospitals Health System 403(b) Matched Retirement Savings Plan

University Hospitals Health System · Plan 003 · EIN 34-0714775 · Cleveland, OH

Active · plan year 2024 filing403(b)
Plan administratorUniversity Hospitals Health System
11100 Euclid Avenue, Cleveland, OH 44106-6035
Form 5500 ↗
Recordkeeper (who holds the accounts)Fidelity Investments InstitutionalSchedule C ↗
Former employees with balances8,784 separated participants still had money in the planForm 5500 ↗

University Hospitals Health System, Inc. Retirement Plan

University Hospitals Health System · Plan 333 · EIN 34-0714775 · Shaker Heights, OH

Active · plan year 2024 filingPension (defined benefit)
Plan administratorUniversity Hospitals Health System
3605 Warrensville Center Road, Shaker Heights, OH 44122
Form 5500 ↗
Recordkeeper (who holds the accounts)Aon Consulting IncSchedule C ↗
Former employees with balances12,955 separated participants still had money in the planForm 5500 ↗

University Hospitals Health System 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 University Hospitals Health System 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Uhhs, (216) 844-1000. The accounts are held by the recordkeeper, Fidelity Investments Institutional. Have your Social Security number and dates of employment ready.

What is the University Hospitals Health System 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (216) 844-1000.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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