Elkhart General Hospital pension plans

Elkhart General Hospital, Inc., South Bend, IN. EIN 35-0877574. Annual reports 2009–2018. Also filed as Elkhart General Hospital Inc.; Memorial Health System, Inc.; Elkhart General Healthcare System.

Elkhart General Hospital, Inc. has no active retirement plan on file. Its last annual report was for 2018. Its Elkhart General Healthcare Sys 401A Raa was merged into Beacon Retirement Saving 401(A) Plan in 2012.

Active plans: 0
Plans on file: 3
Industry: Health care

All 3 plans

Active plans first

Elkhart General Hospital Employees' Pension Plan

Pension (defined benefit), frozenClosedUnion (multiemployer)

Closed. The plan filed its final annual report for 2018, which means its assets were paid out or moved and it no longer exists.

Plan number: 001Employer EIN 35-0877574
Participants (2017): 2,416
Net assets (2017): $145 million
Administered by: Transamerica2015–2017
Plan administrator: Elkhart General Hospital, Inc.
615 N Michigan ST
South Bend, IN 46601
(574) 647-6049As filed for 2018
In effect since: April 1, 1960

Earlier sponsor: Memorial Health System, Inc. (2015–2016).

Year by year, 2009 to 2018

Plan year	Participants	Net assets	Recordkeeper
2018	0	$0	not listed
2017	2,416	$145 million	Transamerica
2016	2,449	$140 million	Transamerica
2015	2,492	$110 million	Transamerica
2014	2,525	$116 million	not listed
2013	2,597	$114 million	not listed
2012	2,673	$108 million	not listed
2011	2,716	$97.1 million	not listed
2010	2,757	$90.8 million	not listed
2009	2,794	$81.4 million	not listed

Elkhart General Healthcare Sys 401A Raa

Profit-sharing planMerged

Merged. In 2012 its assets moved to the Beacon Retirement Saving 401(A) Plan, sponsored by Beacon Health System, Inc. (EIN 45-3864076, plan 004). Accounts moved with them, so that plan is the one to contact.

Plan number: 003Employer EIN 35-0877574
Participants (2011): 2,162
Net assets (2011): $11.1 million
Recordkeeper: Valic Retirement Services2009–2012
Plan administrator: Elkhart General Healthcare System
600 East Boulevard
Elkhart, IN 46514
(574) 523-3343As filed for 2012
In effect since: August 1, 2004

Earlier plan names: Elkhart General Healthcare Sys 401A Retirement Accumulation Account; Elkhart General Healthcare Sys 401A Rra.

Year by year, 2009 to 2012

Plan year	Participants	Net assets	Recordkeeper
2012	0	$0	Valic Retirement Services
2011	2,162	$11.1 million	Valic Retirement Services
2010	1,924	$9.4 million	Valic Retirement Services
2009	2,056	$6.3 million	Valic Retirement Services

Elkhart General Healthcare Sys. 403(b) Plan

403(b)Merged

Merged. In 2012 its assets moved to the Beacon Retirement Savings 403(b) Plan, sponsored by Beacon Health System, Inc. (EIN 45-3864076, plan 003). Accounts moved with them, so that plan is the one to contact.

Plan number: 002Employer EIN 35-0877574
Participants (2011): 2,832
Net assets (2011): $42.2 million
Recordkeeper: Valic Retirement Services2009–2012
Plan administrator: Elkhart General Healthcare System
600 East Boulevard
Elkhart, IN 46514
(574) 523-3343As filed for 2012
In effect since: August 1, 2004

Year by year, 2009 to 2012

Plan year	Participants	Net assets	Recordkeeper
2012	0	$0	Valic Retirement Services
2011	2,832	$42.2 million	Valic Retirement Services
2010	2,623	$39.4 million	Valic Retirement Services
2009	2,587	$30.7 million	Valic Retirement Services

If you had money in one of these plans

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.