Bon Secours Charity Health System retirement plans

Bon Secours Charity Health System, Inc, Suffern, NY. EIN 91-2135195. Annual reports 2015–2024.

Bon Secours Charity Health System, Inc has one active retirement plan on file, the Bon Secours Charity Health System Tax Sheltered Annuity Plan, with 5,015 participants and $324 million in assets in 2024. Empower has been its recordkeeper since 2020. No traditional pension plan appears in Bon Secours Charity Health System's filings since 2015.

Active plans: 1
Participants: 5,015
Plan assets: $324 million
401(k) recordkeeper: Empower
Plans on file: 2
Industry: Health care

All 2 plans

Active plans first

Bon Secours Charity Health System Tax Sheltered Annuity Plan

403(b)Active

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

Plan number: 002Employer EIN 91-2135195
Participants (2024): 5,015
Net assets (2024): $324 million
Recordkeeper: EmpowerEarlier: Transamerica (2016–2019), Fidelity (2015)
Plan administrator: Bon Secours Charity Health System, Inc
255 Lafayette Avenue
Suffern, NY 10901
(845) 368-5305As filed for 2024
In effect since: May 19, 2015

Plans merged into this one: Bon Secours Good Samaritan Hospital 403(b) Pension Plan (2019).

Year by year, 2015 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	5,015	$324 million	Empower
2023	5,061	$292 million	Empower
2022	4,554	$252 million	Empower
2021	3,305	$302 million	Empower
2020	4,222	$267 million	Empower
2019	4,226	$227 million	Transamerica
2018	3,974	$156 million	Transamerica
2017	3,887	$156 million	Transamerica
2016	3,722	$130 million	Transamerica
2015	3,698	$117 million	Fidelity

Bon Secours Good Samaritan Hospital 403(b) Pension Plan

403(b)Merged

Merged. In 2019 its assets moved to the Bon Secours Charity Health System Tax Sheltered Annuity Plan, sponsored by Bon Secours Charity Health System, Inc (EIN 91-2135195, plan 002). Accounts moved with them, so that plan is the one to contact.

Plan number: 001Employer EIN 91-2135195
Participants (2018): 1,783
Net assets (2018): $26.5 million
Recordkeeper: TransamericaEarlier: Empower (2018), Transamerica (2016–2017), Fidelity (2015)
Plan administrator: Bon Secours Charity Health System, Inc
255 Lafayette Avenue
Suffern, NY 10901
(845) 368-5305As filed for 2019
In effect since: May 19, 2015

Year by year, 2015 to 2019

Plan year	Participants	Net assets	Recordkeeper
2019	0	$0	Transamerica
2018	1,783	$26.5 million	Empower
2017	1,658	$25.1 million	Transamerica
2016	1,592	$19.9 million	Transamerica
2015	1,549	$16.3 million	Fidelity

If you had money in one of these plans

Call Empower (empower.com), which runs the Bon Secours Charity Health System Tax Sheltered Annuity 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 ((845) 368-5305). 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.
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 2 plans

Bon Secours Charity Health System Tax Sheltered Annuity Plan

Bon Secours Good Samaritan Hospital 403(b) Pension Plan

If you had money in one of these plans

What these numbers are

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