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Anchor Tool & Die Retirement Plan

Anchor Tool & Die Company, Cleveland OH. Employer ID 341053608, plan number 001. Annual reports on file for 2009 to 2024.

Where the money went

  1. Filed 2009-2024Anchor Tool & Die Retirement Plan, Anchor Tool & Die Company
  2. 2024Assets transferred to Unison Pooled Employer Plan
  3. TodayUnison Pooled Employer Plan still files. Stancorp Financial Group keeps the records. That is where to ask.

Records are kept by Stancorp Financial Group, per the 2024 filing.

Left in 2020? You may be owed employer money

  • In plan year 2020, 39 people (21% of active participants) left before they were fully vested. Turnover that high can count as a partial plan termination (Revenue Ruling 2007-43), which requires full vesting of employer money for those who left. The plan may argue it was routine turnover. A 2021 law (Consolidated Appropriations Act, section 209) can excuse a drop between March 2020 and March 2021 if the plan had rehired enough people by March 31, 2021. Filing

This is a reason to ask the plan, not a finding. The plan decides, and it may show the drop was routine.

Check my years

Worked here?

Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.

Check my years

Events in the filings

People in the plan

"Separated, still owed" counts people who left the employer but still have a benefit in the plan, as reported by the plan.

Plan yearParticipantsSeparated, still owedSource
201345115Filing
201439822Filing
201521020Filing
201621716Filing
201726423Filing
201825647Filing
201922332Filing
202019633Filing
202118143Filing
202219339Filing
202329545Filing
202400Filing

Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.