Find an old Welllife Network 401(k)

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

401(k) Profit Sharing Plan for Employees of Welllife Network Inc.

Welllife Network Inc. · Plan 002 · EIN 11-2542430 · New Hyde Park, NY

Active · plan year 2024 filing401(k)
Plan administratorWelllife Network Inc.
1985 Marcus Avenue, Suite 100, New Hyde Park, NY 11042
Form 5500 ↗
Recordkeeper (who holds the accounts)Mutual of America Investment CorpSchedule C ↗
Former employees with balances644 separated participants still had money in the planForm 5500 ↗

Tax Deferred Annuity Plan for Employees of Welllife Network Inc.

Welllife Network Inc. · Plan 004 · EIN 11-2542430 · New Hyde Park, NY

Active · plan year 2024 filing401(k)
Plan administratorWelllife Network Inc.
1985 Marcus Avenue, Suite 100, New Hyde Park, NY 11042
Form 5500 ↗
Recordkeeper (who holds the accounts)Mutual of America Investment CorpSchedule C ↗
Former employees with balances145 separated participants still had money in the planForm 5500 ↗

Welllife Network 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 Welllife Network 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Welllife Network Inc., (718) 559-0573. The accounts are held by the recordkeeper, Mutual of America Investment Corp. Have your Social Security number and dates of employment ready.

What is the Welllife Network 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (718) 559-0573.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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