Find an old University Medical Associates of the Medical University of S.C. 401(k)
Uma Supplemental 403(b) Plan
University Medical Associates of the Medical Univ. of South Carolina · Plan 002 · EIN 57-0935917 · Charleston, SC
| Plan administrator | University Medical Associates of the Medical Univ. of South Carolina 1 South Park Circle, Charleston, SC 29407 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Milliman, Inc. | Schedule C ↗ |
| Former employees with balances | 226 separated participants still had money in the plan | Form 5500 ↗ |
Uma Retirement Plan
University Medical Associates of the Medical University of S.C. · Plan 001 · EIN 57-0935917 · Charleston, SC
| Plan administrator | University Medical Associates of the Medical University of S.C. 1 South Park Circle, Suite Sg102, Charleston, SC 29407 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Milliman, Inc. | Schedule C ↗ |
| Former employees with balances | 1,064 separated participants still had money in the plan | Form 5500 ↗ |
University Medical Associates of the Medical University of S.C. 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 University Medical Associates of the Medical University of S.C. 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: University Medical Associates of the Medical Univ. of South Carolina, (843) 852-7078. The accounts are held by the recordkeeper, Milliman, Inc.. Have your Social Security number and dates of employment ready.
What is the University Medical Associates of the Medical University of S.C. 401(k) phone number?
The plan administrator phone number on the plan year 2024 filing is (843) 852-7078.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with University Medical Associates of the Medical University of S.C. and does not hold accounts. Not financial advice. Report a correction