Find an old West Virginia University Medical Corp. Charleston Division Retirement 401(k)

Who to contact about an account in each of the 2 West Virginia University Medical Corp. Charleston Division Retirement plans, from the filings. Free, no sign-up, no Social Security number.

West Virginia University Medical Corp. Charleston Division Retirement Plan

West Virginia University Medical Corp. Charleston Division Retirement · Plan 002 · EIN 55-0779739 · Charleston, WV

Active · plan year 2024 filing403(b)
Plan administratorWest Virginia University Medical Corp. Charleston Division Retirement
3110 Maccorkle Avenue, SE, Charleston, WV 25304-1210
Form 5500 ↗
Recordkeeper (who holds the accounts)Tiaa-Teachers Insurance and AnnuitySchedule C ↗
Former employees with balances127 separated participants still had money in the planForm 5500 ↗

West Virginia University Medical Corp. Charleston Division Retirement Plan

West Virginia University Medical Corp. Charleston Division Retirement · Plan 001 · EIN 55-0779739 · Charleston, WV

Active · plan year 2024 filingProfit-sharing
Plan administratorWest Virginia University Medical Corp. Charleston Division Retirement
3110 Maccorkle Avenue, SE, Charleston, WV 25304-1210
Form 5500 ↗
Recordkeeper (who holds the accounts)TIAA - Teachers Insurance and AnnuiSchedule C ↗
Former employees with balances277 separated participants still had money in the planForm 5500 ↗

West Virginia University Medical Corp. Charleston Division Retirement 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 West Virginia University Medical Corp. Charleston Division Retirement 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: West Virginia University Medical Corp. Charleston Division Retirement, (304) 347-1297. The accounts are held by the recordkeeper, Tiaa-Teachers Insurance and Annuity. Have your Social Security number and dates of employment ready.

What is the West Virginia University Medical Corp. Charleston Division Retirement 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (304) 347-1297.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with West Virginia University Medical Corp. Charleston Division Retirement and does not hold accounts. Not financial advice. Report a correction