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Western Reserve Area Agency on Aging 403(b) Plan

Western Reserve Area Agency on Aging, Cleveland OH. Employer ID 341620774, plan number 001. Annual reports on file for 2009 to 2024.

Where the money went

  1. Filed 2009-2024Western Reserve Area Agency on Aging 403(b) Plan, Western Reserve Area Agency on Aging
  2. TodayWestern Reserve Area Agency on Aging 403(b) Plan still files. Fidelity Invest. Inst. Oper. Co Inc keeps the records. That is where to ask.

Records are kept by Fidelity Invest. Inst. Oper. Co Inc, per the 2013 filing.

Left in 2013? You may be owed employer money

  • The plan ended in plan year 2013. When a plan ends, everyone who still has an account must be fully vested in the employer's contributions (Internal Revenue Code section 411(d)(3)). If you left within about five years before that with employer money not yet vested, it may not have been forfeited yet, and may be yours. 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
201310617Filing
201488—Filing
201577—Filing
2016——Filing
201767—Filing
201864—Filing
201958—Filing
202056—Filing
202154—Filing
202254—Filing
202355—Filing
2024101—Filing

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