Ballad Health 401(k) and retirement plans

Ballad Health, Johnson City, TN. EIN 61-1771290. Annual reports 2009–2024. Also filed as Wellmont Health System, Inc.; Mountain States Health Alliance; Blue Ridge Medical Management Corporation.

Ballad Health has 3 active retirement plans on file. The largest is the Ballad Health 403(b) Plan, with 16,790 participants and $731 million in assets in 2024. Variable Annuity Life Insurance has been its recordkeeper since 2018. No traditional pension plan appears in Ballad Health's filings since 2009.

Active plans: 3
Participants: 26,419
Plan assets: $1.3 billion
401(k) recordkeeper: Variable Annuity Life Insurance
Plans on file: 3
Industry: Health care

All 3 plans

Active plans first

Ballad Health 403(b) Plan

403(b)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 61-1771290
Participants (2024): 16,790
Net assets (2024): $731 million
Recordkeeper: Variable Annuity Life InsuranceEarlier: Vrsco (2012–2017), Fidelity (2009–2011)
Plan administrator: Ballad Health
311 Princeton Road, Suite 1
Johnson City, TN 37601
(423) 302-3255As filed for 2024
In effect since: July 1, 1996

Plans merged into this one: Laughlin Memorial Hospital, Inc. and Its Affiliated Agencies (2018); NCH 403(b) Retirement Plan (2020).

Earlier sponsor: Wellmont Health System, Inc. (2009–2017).

Earlier plan names: Wellmont Health System 403(b) Retirement Savings Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	16,790	$731 million	Variable Annuity Life Insurance
2023	15,950	$616 million	Variable Annuity Life Insurance
2022	15,119	$517 million	Variable Annuity Life Insurance
2021	14,917	$435 million	Variable Annuity Life Insurance
2020	13,534	$463 million	Variable Annuity Life Insurance
2019	13,893	$337 million	Variable Annuity Life Insurance
2018	16,156	$291 million	Variable Annuity Life Insurance
2017	15,866	$255 million	Vrsco
2016	8,935	$213 million	Vrsco
2015	8,009	$186 million	Vrsco
2014	7,897	$183 million	Vrsco
2013	9,460	$175 million	Vrsco
2012	8,209	$152 million	Vrsco
2011	8,020	$128 million	Fidelity
2010	7,005	$125 million	Fidelity
2009	7,006	$102 million	Fidelity

Ballad Health 401(A) Plan

Profit-sharing planActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 003Employer EIN 61-1771290
Participants (2024): 7,727
Net assets (2024): $486 million
Last listed recordkeeper: Variable Annuity Life InsuranceEarlier: Lincoln Financial (2011–2017)
Plan administrator: Ballad Health
311 Princeton Road, Suite 1
Johnson City, TN 37601
(423) 302-3255As filed for 2024
In effect since: April 1, 2010

Plans merged into this one: Wellmont Health System 401(A) Retirement Savings Plan (2017); Mountain States Health Alliance Pension Plan (2009); Msha 403(b) Plan (2010).

Earlier sponsor: Mountain States Health Alliance (2010–2017).

Earlier plan names: Msha 401(k) Retirement Plan.

Year by year, 2010 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	7,727	$486 million	not listed
2023	8,443	$478 million	not listed
2022	8,951	$463 million	not listed
2021	9,727	$453 million	not listed
2020	5,633	$563 million	not listed
2019	11,195	$496 million	Variable Annuity Life Insurance
2018	15,125	$517 million	Variable Annuity Life Insurance
2017	16,454	$502 million	Lincoln Financial
2016	8,794	$298 million	Lincoln Financial
2015	8,577	$266 million	Lincoln Financial
2014	8,225	$260 million	Lincoln Financial
2013	9,163	$251 million	Lincoln Financial
2012	9,406	$214 million	Lincoln Financial
2011	9,860	$187 million	Lincoln Financial
2010	10,576	$172 million	not listed

Ballad Health 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 61-1771290
Participants (2024): 1,902
Net assets (2024): $126 million
Last listed recordkeeper: Lincoln Financial2011–2017
Plan administrator: Ballad Health
311 Princeton Road, Suite 1
Johnson City, TN 37601
(423) 302-3255As filed for 2024
In effect since: November 22, 1998

Plans merged into this one: NCH 401(k) Retirement Plan (2020).

Earlier sponsors: Mountain States Health Alliance (2009–2010); Blue Ridge Medical Management Corporation (2011–2017).

Earlier plan names: Msha 401(k) Plan; Brmmc 401(k) Retirement Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	1,902	$126 million	not listed
2023	2,201	$114 million	not listed
2022	2,189	$103 million	not listed
2021	2,204	$96.4 million	not listed
2020	1,959	$114 million	not listed
2019	2,091	$71.5 million	not listed
2018	2,303	$68.0 million	not listed
2017	1,944	$58.5 million	Lincoln Financial
2016	1,794	$48.0 million	Lincoln Financial
2015	1,839	$40.5 million	Lincoln Financial
2014	1,685	$37.2 million	Lincoln Financial
2013	1,694	$34.4 million	Lincoln Financial
2012	1,728	$28.8 million	Lincoln Financial
2011	1,842	$24.6 million	Lincoln Financial
2010	9,046	$23.0 million	not listed
2009	9,434	$20.4 million	not listed

If you had money in one of these plans

Call Variable Annuity Life Insurance, which runs the Ballad Health 403(b) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((423) 302-3255). That number was filed for 2024; ask for the benefits or retirement plan office.
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.

All 3 plans

Ballad Health 403(b) Plan

Ballad Health 401(A) Plan

Ballad Health 401(k) Plan

If you had money in one of these plans

What these numbers are

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