Carefirst 401(k) and pension plans

Carefirst, Inc., Owings Mills, MD. EIN 52-2069215. Annual reports 2009–2024.

Carefirst, Inc. has 2 active retirement plans on file. The largest is the The Carefirst 401(k) Plan, with 8,238 participants and $1.1 billion in assets in 2024. Fidelity has been its recordkeeper since 2013.

Active plans: 2
Participants: 12,750
Plan assets: $1.6 billion
401(k) recordkeeper: Fidelity
Plans on file: 2
Industry: Finance and insurance

All 2 plans

Active plans first

The Carefirst 401(k) Plan

401(k)Active

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

Plan number: 002Employer EIN 52-2069215
Participants (2024): 8,238
Net assets (2024): $1.1 billion
Recordkeeper: FidelityEarlier: Aon (2012), Fidelity (2009–2011)
Plan administrator: Retirement Committee of Carefirst, Inc.
10455 Mill Run Circle, Mailstop OM2-250
Owings Mills, MD 21117
(410) 998-7355As filed for 2024
In effect since: January 1, 1984

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	8,238	$1.1 billion	Fidelity
2023	7,919	$920 million	Fidelity
2022	7,809	$758 million	Fidelity
2021	7,607	$935 million	Fidelity
2020	7,411	$815 million	Fidelity
2019	6,992	$710 million	Fidelity
2018	6,873	$590 million	Fidelity
2017	6,631	$618 million	Fidelity
2016	6,359	$519 million	Fidelity
2015	6,205	$469 million	Fidelity
2014	6,182	$460 million	Fidelity
2013	5,945	$428 million	Fidelity
2012	6,045	$350 million	Aon
2011	6,217	$310 million	Fidelity
2010	6,371	$314 million	Fidelity
2009	6,314	$268 million	Fidelity

Carefirst, Inc. Retirement Plan

Cash balance pension, frozenActive

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

Plan number: 003Employer EIN 52-2069215
Participants (2024): 4,512
Net assets (2024): $545 million
Administered by: Morneau Shepell LimitedEarlier: Mercer (2009–2019)
Plan administrator: Retirement Committee of Carefirst, Inc.
10453 Mill Run Circle
Owings Mills, MD 21117
(410) 998-7400As filed for 2024
In effect since: January 1, 2003

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	4,512	$545 million	Morneau Shepell Limited
2023	4,682	$573 million	Morneau Shepell Limited
2022	4,822	$572 million	Morneau Shepell Limited
2021	5,035	$757 million	Morneau Shepell Limited
2020	5,254	$773 million	Morneau Shepell Limited
2019	5,432	$727 million	Mercer
2018	5,616	$666 million	Mercer
2017	5,775	$716 million	Mercer
2016	6,169	$673 million	Mercer
2015	6,368	$647 million	Mercer
2014	6,585	$694 million	not listed
2013	7,713	$702 million	Mercer
2012	8,045	$642 million	Mercer
2011	8,343	$584 million	Mercer
2010	8,680	$538 million	Mercer
2009	8,978	$493 million	Mercer

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the The Carefirst 401(k) 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 ((410) 998-7355). 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 2 plans

The Carefirst 401(k) Plan

Carefirst, Inc. Retirement Plan

If you had money in one of these plans

What these numbers are

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