Stewart Enterprises 401(k) plan

Stewart Enterprises, Inc., Jefferson, LA. EIN 72-0693290. Annual reports 2009–2014.

Stewart Enterprises, Inc. has no active retirement plan on file. Its last annual report was for 2014. No traditional pension plan appears in Stewart Enterprises's filings since 2009.

Active plans: 0
Plans on file: 1
Industry: Other services

The plan

Stewart Enterprises Employees' Retirement Trust

401(k)Stopped filing

No annual report since the 2014 plan year, and no final report on record. The plan may have been merged, renamed or re-filed under another number; ask the plan administrator below.

Plan number: 001Employer EIN 72-0693290
Participants (2014): 5,112
Net assets (2014): $107 million
Recordkeeper: Mercer2009–2014
Plan administrator: The Plan Administrative & Investment Committee
1333 S. Clearview Parkway
Jefferson, LA 70121
(504) 729-1400As filed for 2014
In effect since: January 1, 1981

Year by year, 2009 to 2014

Plan year	Participants	Net assets	Recordkeeper
2014	5,112	$107 million	Mercer
2013	5,569	$126 million	Mercer
2012	5,291	$109 million	Mercer
2010	6,886	$100 million	Mercer
2009	7,242	$86.9 million	Mercer

Plans that moved to another employer

Plan	Now sponsored by	Since
Sci Union 401(k) Retirement Savings Plan	Service Corporation Intl	2009

These plans once filed under Stewart Enterprises's tax ID and are now filed by another employer, usually after a sale or spin-off. Accounts moved with them.

If you had money in one of these plans

If your plan closed, unclaimed balances usually went to an IRA in your name, to the PBGC's missing participants program, or to state unclaimed property. Here is how to check each one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Stewart Enterprises Employees' Retirement Trust

Plans that moved to another employer

If you had money in one of these plans

What these numbers are

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