Commonspirit Health 401(k) and pension plans

Commonspirit Health, Erlanger, KY. EIN 47-0617373. Annual reports 2009–2024. Also filed as Catholic Health Initiatives.

Commonspirit Health has 2 active retirement plans on file. The largest is the Commonspirit Health 401(k) Retirement Savings Plan, with 127,392 participants and $8.8 billion in assets in 2024. Fidelity has been its recordkeeper since 2011.

Active plans: 2
Participants: 171,658
Plan assets: $11.8 billion
401(k) recordkeeper: Fidelity
Plans on file: 5
Industry: Health care

All 5 plans

Active plans first

Commonspirit Health 401(k) Retirement Savings Plan

401(k)Active

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

Plan number: 002Employer EIN 47-0617373
Participants (2024): 127,392
Net assets (2024): $8.8 billion
Recordkeeper: FidelityEarlier: Empower (2010)
Plan administrator: Commonspirit Health
3900 Olympic BLVD, Suite 300
Erlanger, KY 41018
(707) 695-0325As filed for 2024
In effect since: January 1, 1998

Plans merged into this one: Catholic Health Initiatives Defined Contribution Retirement Plan (2010); ST. Lukes Episcopal Health System 401(k) Plan (2014); Virginia Mason Medical Center Retirement Plan (2023); Consolidated Health Services Defined Contribution 401(k) Plan (2014).

Earlier sponsor: Catholic Health Initiatives (2009–2020).

Earlier plan names: Catholic Health Initiatives 401(k) Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	127,392	$8.8 billion	Fidelity
2023	130,882	$7.9 billion	Fidelity
2022	121,444	$6.1 billion	Fidelity
2021	116,771	$6.9 billion	Fidelity
2020	114,498	$5.7 billion	Fidelity
2019	117,117	$4.5 billion	Fidelity
2018	114,253	$3.3 billion	Fidelity
2017	110,828	$3.0 billion	Fidelity
2016	109,132	$2.1 billion	Fidelity
2015	107,951	$1.3 billion	Fidelity
2014	97,948	$759 million	Fidelity
2013	1,338	$23.3 million	Fidelity
2012	1,592	$20.5 million	Fidelity
2011	1,655	$18.7 million	Fidelity
2010	1,314	$14.8 million	Empower
2009	1,315	$16.2 million	not listed

Commonspirit Health Erisa 403(b) Plan

403(b)Active

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

Plan number: 010Employer EIN 47-0617373
Participants (2024): 44,266
Net assets (2024): $2.9 billion
Recordkeeper: Fidelity2012–2024
Plan administrator: Commonspirit Health
3900 Olympic BLVD, Suite 300
Erlanger, KY 41018
(707) 695-0325As filed for 2024
In effect since: January 1, 2011

Plans merged into this one: ST. Lukes Episcopal Health System 403(b) Plan (2014); Virginia Mason Medical Center 403(b) Plan (2023); Jewish Hospital & ST Marys Healthcare Inc (2013); Harrison Retirement and Savings Program (2015); Memorial Health System of East Texas 403(b) Savings Plan (2018); The 403(b) Thrift Plan of ST. Alexius Medical Center and Garrison Memorial Hospital (2023); The Yavapai Regional Medical Center Tax Sheltered (2022); Trinity Health System 403(b) DC Plan (2019); Chi Franciscan Health Retirement Savings Plan (2024); Sierra Nevada Memorial Hospital 403(b) Savings Plan (2022); Brazosport Memorial Hospital'S 403(b) Matching Tax Deferred Annuity Plan (2017).

Earlier sponsor: Catholic Health Initiatives (2012–2020).

Earlier plan names: Catholic Health Initiatives Erisa Employee Savings Plan.

Year by year, 2012 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	44,266	$2.9 billion	Fidelity
2023	46,022	$2.6 billion	Fidelity
2022	42,416	$2.0 billion	Fidelity
2021	44,874	$2.4 billion	Fidelity
2020	48,956	$2.4 billion	Fidelity
2019	54,551	$2.3 billion	Fidelity
2018	59,341	$2.0 billion	Fidelity
2017	60,424	$2.2 billion	Fidelity
2016	66,891	$2.1 billion	Fidelity
2015	73,014	$912 million	Fidelity
2014	82,443	$1.9 billion	Fidelity
2013	81,798	$1.4 billion	Fidelity
2012	73,873	$1.1 billion	Fidelity

Catholic Health Initiatives Retirement Plan for For-Profit Entities

Cash balance pension, frozenClosed

Closed. The plan filed its final annual report for 2019, which means its assets were paid out or moved and it no longer exists.

Plan number: 008Employer EIN 47-0617373
Participants (2017): 1,501
Net assets (2017): $25.7 million
Administered by: AlightEarlier: Aon (2014–2016), Alight (2009–2013)
Plan administrator: Commonspirit Health
3900 Olympic Boulevard
Erlanger, KY 41018
(859) 594-3267As filed for 2019
In effect since: January 1, 1995

Plans merged into this one: Consolidated Health Services, Inc. Retirement Plan (2016).

Earlier sponsor: Catholic Health Initiatives (2009–2017).

Year by year, 2009 to 2019

Plan year	Participants	Net assets	Recordkeeper
2019	0	$0	not listed
2018	0	$86	Alight
2017	1,501	$25.7 million	Alight
2016	1,881	$24.0 million	Aon
2015	581	$13.7 million	Aon
2014	596	$14.9 million	Aon
2013	628	$15.3 million	Alight
2012	649	$14.3 million	Alight
2011	681	$13.6 million	Alight
2010	724	$14.5 million	not listed
2009	782	$13.5 million	Alight

Consolidated Health Services, Inc. Retirement Plan

Cash balance pension, frozenMerged

Merged. In 2016 its assets moved to the Catholic Health Initiatives Retirement Plan for For-Profit Entities, sponsored by Commonspirit Health (EIN 47-0617373, plan 008). Accounts moved with them, so that plan is the one to contact.

Plan number: 011Employer EIN 47-0617373
Participants (2015): 1,352
Net assets (2015): $8.8 million
Administered by: AlightEarlier: WTW (2014)
Plan administrator: Catholic Health Initiatives
3900 Olympic Boulevard, Suite 400
Erlanger, KY 41018
(859) 594-3267As filed for 2016
In effect since: January 1, 2011

Year by year, 2011 to 2016

Plan year	Participants	Net assets	Recordkeeper
2016	0	$0	Alight
2015	1,352	$8.8 million	Alight
2014	1,446	$9.0 million	WTW
2013	1,490	$8.0 million	not listed
2012	1,246	$6.5 million	not listed
2011	990	$2.8 million	not listed

Catholic Health Initiatives Defined Contribution Retirement Plan

Profit-sharing planMerged

Merged. In 2010 its assets moved to the Catholic Health Initiatives 401(k) Plan, sponsored by Commonspirit Health (EIN 47-0617373, plan 002). Accounts moved with them, so that plan is the one to contact.

Plan number: 004Employer EIN 47-0617373
Participants (2009): 744
Net assets (2009): $6.4 million
Recordkeeper: Empower2010
Plan administrator: Catholic Health Initiatives
3900 Olympic Boulevard, Suite 400
Erlanger, KY 41018
(859) 594-3267As filed for 2010
In effect since: January 1, 1995

Year by year, 2009 to 2010

Plan year	Participants	Net assets	Recordkeeper
2010	0	$0	Empower
2009	744	$6.4 million	not listed

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Commonspirit Health 401(k) Retirement Savings 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 ((707) 695-0325). 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.