Cottage Health 401(k) and pension plans

Cottage Health, Santa Barbara, CA. EIN 77-0431902. Annual reports 2009–2024. Also filed as Santa Barbara Cottage Hospital.

Cottage Health has 3 active retirement plans on file. The largest is the Cottage Health Pension Plan, with 5,426 participants and $886 million in assets in 2024. WTW has been its administrator since 2023.

Active plans
3
Participants
10,519
Plan assets
$1.1 billion
401(k) recordkeeper
Fidelity
Plans on file
3
Industry
Health care

All 3 plans

Active plans first

Cottage Health Pension Plan

Cash balance pensionActive

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

Plan number
001Employer EIN 77-0431902
Participants (2024)
5,426
Net assets (2024)
$886 million
Administered by
WTW2023–2024
Plan administrator
Cottage Health
P.O Box 689
Santa Barbara, CA 93102
(805) 682-7111As filed for 2024
In effect since
January 1, 1998

Earlier sponsor: Santa Barbara Cottage Hospital (2009–2016).

Earlier plan names: Cottage Health System Cash Balance Retirement Plan.

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20245,426$886 millionWTW
20235,209$835 millionWTW
20224,966$748 millionnot listed
20214,767$876 millionnot listed
20204,659$774 millionnot listed
20194,229$656 millionnot listed
20184,402$503 millionnot listed
20174,285$449 millionnot listed
20164,163$346 millionnot listed
20154,078$295 millionnot listed
20143,965$292 millionnot listed
20133,944$270 millionnot listed
20123,885$206 millionnot listed
20113,726$170 millionnot listed
20103,621$169 millionnot listed
20093,447$136 millionnot listed

Myfuture 401(k) Retirement Savings Plan

401(k)Active

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

Plan number
007Employer EIN 77-0431902
Participants (2024)
2,986
Net assets (2024)
$102 million
Recordkeeper
Fidelity2020–2024
Plan administrator
Cottage Health
P.O. Box 689
Santa Barbara, CA 93102
(805) 569-8970As filed for 2024
In effect since
September 3, 2019
Year by year, 2019 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20242,986$102 millionFidelity
20232,582$69.7 millionFidelity
20222,101$40.9 millionFidelity
20211,675$32.9 millionFidelity
20201,155$20.2 millionFidelity
2019637$10.3 millionnot listed

Cottage Health 403(b) Retirement Savings Plan

401(k)Active

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

Plan number
008Employer EIN 77-0431902
Participants (2024)
2,107
Net assets (2024)
$67.0 million
Recordkeeper
Fidelity2020–2024
Plan administrator
Cottage Health
Po Box 689
Santa Barbara, CA 93105
(805) 879-8797As filed for 2024
In effect since
January 1, 2020
Year by year, 2020 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20242,107$67.0 millionFidelity
20232,323$52.0 millionFidelity
20222,358$35.0 millionFidelity
20212,624$31.8 millionFidelity
20202,892$16.5 millionFidelity

If you had money in one of these plans

  1. Call Fidelity (fidelity.com), which runs the Myfuture 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.
  2. Or call the plan administrator listed on the plan below ((805) 682-7111). That number was filed for 2024; ask for the benefits or retirement plan office.
  3. 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

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

Other health care employers in CA