Bellin Health Systems 401(k) plan

Bellin Health Systems, Inc., Green Bay, WI. EIN 39-1512904. Annual reports 2009–2024.

Bellin Health Systems, Inc. has one active retirement plan on file, the Bellin Health 401(k) Retirement Plan, with 7,737 participants and $862 million in assets in 2024. Empower has been its recordkeeper since 2022. No traditional pension plan appears in Bellin Health Systems's filings since 2009.

Active plans: 1
Participants: 7,737
Plan assets: $862 million
401(k) recordkeeper: Empower
Plans on file: 1
Industry: Health care

The plan

Bellin Health 401(k) Retirement Plan

401(k)Active

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

Plan number: 002Employer EIN 39-1512904
Participants (2024): 7,737
Net assets (2024): $862 million
Recordkeeper: EmpowerEarlier: Associated Trust (2009–2021)
Plan administrator: Bellin Health Systems, Inc.
744 S. Webster Avenue
Green Bay, WI 54305
(920) 455-7245As filed for 2024
In effect since: April 1, 2001

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	7,737	$862 million	Empower
2023	6,945	$757 million	Empower
2022	6,509	$579 million	Empower
2021	6,083	$480 million	Associated Trust
2020	5,733	$572 million	Associated Trust
2019	5,444	$462 million	Associated Trust
2018	4,960	$411 million	Associated Trust
2017	4,638	$390 million	Associated Trust
2016	3,998	$345 million	Associated Trust
2015	4,151	$296 million	Associated Trust
2014	3,869	$259 million	Associated Trust
2013	3,482	$242 million	Associated Trust
2012	3,401	$216 million	Associated Trust
2011	3,349	$183 million	Associated Trust
2010	3,235	$148 million	Associated Trust
2009	2,933	$139 million	Associated Trust

If you had money in one of these plans

Call Empower (empower.com), which runs the Bellin Health 401(k) Retirement 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 ((920) 455-7245). 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.

The plan

Bellin Health 401(k) Retirement Plan

If you had money in one of these plans

What these numbers are

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