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The Achelis and Bodman Foundation: who to call about your old retirement account

Tax Shelter Annuity Plan of the Achelis and Bodman Foundation. NEW YORK, NY. From the plan’s 2025 filing with the U.S. Department of Labor.

Good news: this plan is still running.

It filed for 2025, so if you left money in it, the account should still be there under your name. One phone call usually finds it.

Is this your plan?

From the plan’s public filings. Check that it sounds like the place you worked.

Employer
The Achelis and Bodman FoundationHas also filed as The Achelis Foundation/ the Bodman Foundation
Address on file
420 Lexington Avenue, Suite 2803 · New York, NY · 10170
Industry
Other Services (except Public Admin)
Plan
Tax Shelter Annuity Plan of the Achelis and Bodman Foundation
When
Start date on the filing: 1997Still running: latest filing is for 2025Has filed since 2012
Size
1 person in the plan, about $1.6 million in total

Not the right one? The Achelis and Bodman Foundation has another retirement plan:

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  • ✓ The phone number on the plan’s filing
  • ✓ What to say on the call, word for word
  • ✓ The plan ID numbers they will ask you for

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If nobody can find you

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401kHunter is not affiliated with, endorsed by, or connected to THE ACHELIS AND BODMAN FOUNDATION. Plan figures on this page come from public U.S. Department of Labor Form 5500 filings and reflect the plan’s final reported year. This page is educational and is not investment, tax, or legal advice.