Carle Foundation Hospital retirement plans

Carle Foundation Hospital and Affiliates, Urbana, IL. EIN 37-1119538. Annual reports 2009–2024.

Carle Foundation Hospital and Affiliates has one active retirement plan on file, the Carle Foundation Hospital and Affiliates Matching Tsa Plan, with 18,886 participants and $1.4 billion in assets in 2024. No traditional pension plan appears in Carle Foundation Hospital's filings since 2009.

Active plans: 1
Participants: 18,886
Plan assets: $1.4 billion
Plans on file: 2
Industry: Health care

All 2 plans

Active plans first

Carle Foundation Hospital and Affiliates Matching Tsa Plan

403(b)Active

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

Plan number: 004Employer EIN 37-1119538
Participants (2024): 18,886
Net assets (2024): $1.4 billion
Last listed recordkeeper: Alliance Benefit Group of IllinoisEarlier: Alliance Benefit Group (2010)
Plan administrator: Carle Foundation Hospital and Affiliates
611 West Park Street
Urbana, IL 61801
(217) 902-5329As filed for 2024
In effect since: January 1, 1991

Plans merged into this one: Carle Defined Benefit Pension Plan (2022).

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	18,886	$1.4 billion	not listed
2023	20,547	$1.2 billion	not listed
2022	13,487	$861 million	not listed
2021	13,152	$955 million	not listed
2020	11,959	$778 million	not listed
2019	9,325	$587 million	not listed
2018	8,519	$434 million	not listed
2017	7,904	$427 million	not listed
2016	7,456	$335 million	not listed
2015	7,082	$277 million	not listed
2014	6,765	$245 million	not listed
2013	6,467	$175 million	Alliance Benefit Group of Illinois
2012	5,670	$121 million	Alliance Benefit Group of Illinois
2011	5,470	$80.5 million	Alliance Benefit Group of Illinois
2010	3,532	$58.4 million	Alliance Benefit Group
2009	3,254	$46.1 million	not listed

Carle Foundation Hospital and Affiliates Pension Plan

Money purchase pensionClosed

Closed. The plan filed its final annual report for 2014, which means its assets were paid out or moved and it no longer exists.

Plan number: 001Employer EIN 37-1119538
Participants (2013): 2,049
Net assets (2013): $73.7 million
Recordkeeper: Alliance Benefit Group of IllinoisEarlier: Alliance Benefit Group of Il (2010)
Plan administrator: Carle Foundation Hospital and Affiliates
611 West Park Street
Urbana, IL 61801
(217) 383-3138As filed for 2014
In effect since: July 1, 1971

Year by year, 2009 to 2014

Plan year	Participants	Net assets	Recordkeeper
2014	0	$0	not listed
2013	2,049	$73.7 million	Alliance Benefit Group of Illinois
2012	2,180	$68.8 million	Alliance Benefit Group of Illinois
2011	2,346	$65.6 million	Alliance Benefit Group of Illinois
2010	2,559	$69.8 million	Alliance Benefit Group of Il
2009	2,795	$60.0 million	not listed

If you had money in one of these plans

Or call the plan administrator listed on the plan below ((217) 902-5329). That number was filed for 2024; ask for the benefits or retirement plan office.
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.

All 2 plans

Carle Foundation Hospital and Affiliates Matching Tsa Plan

Carle Foundation Hospital and Affiliates Pension Plan

If you had money in one of these plans

What these numbers are

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