Atrium Health System 401(k) and pension plans

Atrium Health System, Middletown, OH. EIN 31-0537492. Annual reports 2009–2019.

Atrium Health System has no active retirement plan on file. Its last annual report was for 2019. Its Atrium Health System 401(k) Savings Plan was merged into The Employer Retirement Savings Plan - Premier Health Partners in 2019.

Active plans
0
Plans on file
4
Industry
Health care

All 4 plans

Active plans first

Atrium Health System 401(k) Savings Plan

401(k)Merged

Merged. In 2019 its assets moved to the The Employer Retirement Savings Plan - Premier Health Partners, sponsored by Premier Health Partners (EIN 31-1446699, plan 003). Accounts moved with them, so that plan is the one to contact.

Plan number
002Employer EIN 31-0537492
Participants (2018)
1,097
Net assets (2018)
$21.1 million
Recordkeeper
Merrill2009–2019
Plan administrator
Atrium Health System
One Medical Center Drive
Middletown, OH 45005
(937) 499-5439As filed for 2019
In effect since
January 1, 1998
Year by year, 2009 to 2019
Plan yearParticipantsNet assetsRecordkeeper
20190$0Merrill
20181,097$21.1 millionMerrill
20171,110$26.0 millionMerrill
20161,158$25.7 millionMerrill
20151,199$24.4 millionMerrill
20141,254$25.8 millionMerrill
20131,313$26.5 millionMerrill
20121,377$24.6 millionMerrill
20111,332$23.3 millionMerrill
2010970$24.3 millionMerrill
2009849$21.7 millionMerrill

The Employer Retirement Savings Plan - Atrium Health Systems

Profit-sharing planMerged

Merged. In 2013 its assets moved to the The Employer Retirement Savings Plan - Premier Health Partners, sponsored by Premier Health Partners (EIN 31-1446699, plan 003). Accounts moved with them, so that plan is the one to contact.

Plan number
003Employer EIN 31-0537492
Participants (2012)
1,830
Net assets (2012)
$5.7 million
Recordkeeper
Metropolitan Life Insurance2009–2013
Plan administrator
Atrium Health System
110 N. Main Street Suite 200
Dayton, OH 45402
(937) 499-5437As filed for 2013
In effect since
January 1, 2008

Earlier plan names: Atrium Health System 401(k) Plan; The Employer Retirement Savings Plan - Atrium Health Systems ( Formerly, the Atrium Health System 401(k) Plan); The Employer Retirement Savings Plan - Atrium Health Systems (Formerly, the Atrium Health System 401(k) Plan).

Year by year, 2009 to 2013
Plan yearParticipantsNet assetsRecordkeeper
20130$0Metropolitan Life Insurance
20121,830$5.7 millionMetropolitan Life Insurance
20111,496$5.0 millionMetropolitan Life Insurance
20101,203$4.9 millionMetropolitan Life Insurance
20091,186$3.0 millionMetropolitan Life Insurance

Employee Retirement Savings Plan - Atrium Health System

403(b)Merged

Merged. In 2013 its assets moved to the Employee Retirement Savings Plan - Premier Health Partners, sponsored by Premier Health Partners (EIN 31-1446699, plan 002). Accounts moved with them, so that plan is the one to contact.

Plan number
004Employer EIN 31-0537492
Participants (2012)
1,814
Net assets (2012)
$14.2 million
Recordkeeper
Voya2011–2013
Plan administrator
Atrium Health System
110 N. Main Street Suite 200
Dayton, OH 45402
(937) 499-5437As filed for 2013
In effect since
January 1, 2009
Year by year, 2011 to 2013
Plan yearParticipantsNet assetsRecordkeeper
20130$0Voya
20121,814$14.2 millionVoya
2011983$11.4 millionVoya

Atrium Health System Cash Balance Retirement Plan

Cash balance pensionMerged

Merged. In 2012 its assets moved to the Medamerica Health Systems Corp. Employees Retirement Plan, sponsored by Premier Health Partners (EIN 31-1040228, plan 001). Accounts moved with them, so that plan is the one to contact.

Plan number
001Employer EIN 31-0537492
Participants (2011)
2,061
Net assets (2011)
$31.5 million
Last listed administrator
Alight2009
Plan administrator
Atrium Health System
110 N Main Street Suite 200
Dayton, OH 45402
(937) 499-5437As filed for 2012
In effect since
January 1, 1959
Year by year, 2009 to 2012
Plan yearParticipantsNet assetsRecordkeeper
20120$0not listed
20112,061$31.5 millionnot listed
20102,030$28.6 millionnot listed
20091,898$25.5 millionAlight

If you had money in one of these plans

  1. If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
  2. 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

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

Other health care employers in OH