Beaumont Health pension plans

Beaumont Health, Southfield, MI. EIN 38-1426919. Annual reports 2009–2024. Also filed as Zieger Health Care Corporation; Botsford General Hospital; Botsford Defined Contribution Retirement Plan.

Beaumont Health has one active retirement plan on file, the Botsford Hospital Defined Contribution Plan, with 1,867 participants and $48.8 million in assets in 2024. Fidelity has been its recordkeeper since 2018.

Active plans: 1
Participants: 1,867
Plan assets: $48.8 million
401(k) recordkeeper: Fidelity
Plans on file: 3
Industry: Health care

All 3 plans

Active plans first

Botsford Hospital Defined Contribution Plan

Profit-sharing planActive

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

Plan number: 003Employer EIN 38-1426919
Participants (2024): 1,867
Net assets (2024): $48.8 million
Recordkeeper: FidelityEarlier: Transamerica (2015–2017)
Plan administrator: Beaumont Health
Human Resources/Retirement/Floor 3C, 26901 Beaumont BLVD
Southfield, MI 48033
(248) 213-3300As filed for 2024
In effect since: January 1, 2003

Earlier sponsors: Botsford General Hospital (2015–2019); Botsford Defined Contribution Retirement Plan (2020).

Year by year, 2015 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	1,867	$48.8 million	Fidelity
2023	2,442	$46.3 million	Fidelity
2022	2,583	$41.9 million	Fidelity
2021	2,733	$52.0 million	Fidelity
2020	2,919	$48.7 million	Fidelity
2019	3,139	$46.3 million	Fidelity
2018	3,362	$40.0 million	Fidelity
2017	3,957	$42.1 million	Transamerica
2016	0	$36.7 million	Transamerica
2015	3,388	$33.6 million	Transamerica

Botsford Hospital Retirement Plan

Pension (defined benefit), frozenStopped filing

No annual report since the 2017 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 38-1426919
Participants (2017): 1,257
Net assets (2017): $85.8 million
Plan administrator: Beaumont Health
Site 433/HUMAN Resources/Floor 3C, 26935 Northwestern Hwy
Southfield, MI 48033
(248) 213-3300As filed for 2017
In effect since: January 1, 1968

Earlier sponsor: Zieger Health Care Corporation (2009–2013).

Earlier plan names: Zieger Health Care Corporation Retirement Plan.

Year by year, 2009 to 2017

Plan year	Participants	Net assets	Recordkeeper
2017	1,257	$85.8 million	not listed
2016	2,288	$126 million	not listed
2015	2,316	$123 million	not listed
2014	2,378	$132 million	not listed
2013	2,648	$115 million	not listed
2012	2,679	$100 million	not listed
2011	3,188	$100 million	not listed
2010	3,196	$104 million	not listed
2009	3,213	$94.8 million	not listed

Botsford Hospital 403(b) Plan

403(b)Merged

Merged. In 2016 its assets moved to the William Beaumont Hospital Matching 403(b) Plan, sponsored by William Beaumont Hospital (EIN 38-1459362, plan 002). Accounts moved with them, so that plan is the one to contact.

Plan number: 002Employer EIN 38-1426919
Participants (2015): 4,585
Net assets (2015): $77.0 million
Recordkeeper: Transamerica2015–2016
Plan administrator: Botsford General Hospital
28050 Grand River Avenue
Farmington Hills, MI 48336
(248) 213-3300As filed for 2016
In effect since: January 1, 2003

Year by year, 2015 to 2016

Plan year	Participants	Net assets	Recordkeeper
2016	0	$0	Transamerica
2015	4,585	$77.0 million	Transamerica

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Botsford Hospital Defined Contribution 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 ((248) 213-3300). That number was filed for 2024; ask for the benefits or retirement plan office.
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.
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.