Clermont Senior Services, Inc 403(b) plans
3 retirement plans filed by Clermont Senior Services, Inc from 2009 to 2024: 1 still files, 1 moved its money into another plan and 1 ended.
Worked at Clermont Senior Services, Inc?
Enter your years. We show which plan covered you, where its money went, who to call, and draft a free letter to the plan. No Social Security number.
Its plans
Clermont Senior Services Retirement Plan
Savings plan · filed 2009 to 2012 · up to 130 people · employer ID 31-0832354, plan 001
In 2011, its money moved into the Clermont Senior Services Inc 403(b) Retirement Plan.
Records then: Ascensus, per the 2012 report.
Clermont Senior Services Inc 403(b) Retirement Plan
403(b) · filed 2009 to 2019 · up to 130 people · employer ID 31-0832354, plan 002
Stopped filing after 2019 without a final report.
Records then: Newport Group, Inc., per the 2019 report.
Clermont Senior Services, Inc. 403(b) Retirement Plan
403(b) · filed 2020 to 2024 · up to 114 people · employer ID 31-0832354, plan 002
Still files every year.
Records: Principal, 800-547-7754 (Retirement plan participants, weekdays 7am-9pm CT; per the 2022 report)
Questions
Who do I call about an old Clermont Senior Services, Inc retirement plan?
Principal keeps the records of the Clermont Senior Services, Inc. 403(b) Retirement Plan: 800-547-7754. Have your years there ready. They will check who you are, so share personal numbers only on a call you placed yourself.
What happened to Clermont Senior Services, Inc's older plans?
The Clermont Senior Services Retirement Plan: In 2011, its money moved into the Clermont Senior Services Inc 403(b) Retirement Plan. Accounts move with the money, so ask the plan that received it.
Can money still be in an old Clermont Senior Services, Inc plan that ended?
Yes. A plan that ends must pay out or move every account, but people who moved or never answered can be missed. The plan's last company, an IRA provider it used, PBGC or your state's unclaimed property office may hold it. The free search shows which, for your years.
What kinds of retirement plans did Clermont Senior Services, Inc have?
Its filings show 403(b) plans, filed 2009 to 2024.
Sources: 20 annual reports filed with the U.S. Department of Labor (Form 5500), 2009 to 2024; recordkeepers from each plan's latest service-provider schedule; phone numbers from each company's own site. Employer IDs: 31-0832354. Updated with each data release. How we search. Plan facts only, no one's balance. No referral fees, no affiliate money. Attovar is not part of Clermont Senior Services, Inc or the government.