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Unify Financial Credit Union: who to call about your old retirement account

Unify Financial Credit Union Pension Plan. ALLEN, TX. From the plan’s 2024 filing with the U.S. Department of Labor.

Good news: this plan is still running.

It filed for 2024, 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
Unify Financial Credit UnionHas also filed as Unify Financial Federal Credit Union, Western Federal Credit Union
Address on file
Allen, TX · 75013
Industry
Finance & Insurance
Plan
Unify Financial Credit Union Pension PlanPension plan
When
Start date on the filing: 1995Still running: latest filing is for 2024Has filed since at least 2009
Size
about 580 people in the plan, about $92 million in totalabout 360 of them no longer work there and are still owed a benefit from it. Leaving a job does not cancel a pension you earned.

Not the right one? Unify Financial Credit Union has 2 other retirement plans:

Doesn’t sound like it? Search again. Try the company’s legal name, or the name it had when you worked there.

Get this plan’s contact details, free

Tell us where to send them and we’ll email you a link that opens:

  • ✓ 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

Email me the link to this plan’s contact details. 401kHunter may also send me up to two follow-up emails with tips on finding my account. I can unsubscribe at any time. No password, no account.

If nobody can find you

These official and non-profit registries are free:

Want a licensed advisor to help?

Optional, free, and no obligation. An advisor can help you track the account down, then roll it into an IRA or your current employer’s plan and keep it invested. You do not need this to use anything above.

401kHunter is not affiliated with, endorsed by, or connected to UNIFY FINANCIAL CREDIT UNION. 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.