Extendicare Health Services 401(k) and retirement plans

Extendicare Health Services, Inc., Milwaukee, WI. EIN 98-0066268. Annual reports 2009–2014.

Extendicare Health Services, Inc. has no active retirement plan on file. Its last annual report was for 2014. Its Extendicare Health Services, Inc. 401(k) Savings Plan was merged into FMG 401(k) Plan in 2014. No traditional pension plan appears in Extendicare Health Services's filings since 2009.

Active plans: 0
Plans on file: 2
Industry: Holding companies

All 2 plans

Active plans first

Extendicare Health Services, Inc. Money Purchase 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: 002Employer EIN 98-0066268
Participants (2013): 280
Net assets (2013): $520,305
Plan administrator: Extendicare Health Services, Inc.
111 West Michigan Street
Milwaukee, WI 53203
(414) 908-8000As filed for 2014
In effect since: June 1, 1998

Year by year, 2009 to 2014

Plan year	Participants	Net assets	Recordkeeper
2014	0	$0	not listed
2013	280	$520,305	not listed
2012	262	$418,070	not listed
2011	245	$368,860	not listed
2010	247	$342,935	not listed
2009	221	$281,887	not listed

Extendicare Health Services, Inc. 401(k) Savings Plan

401(k)Merged

Merged. In 2014 its assets moved to the FMG 401(k) Plan, sponsored by Fortis Management Group, LLC (EIN 38-3942411, plan 001). Accounts moved with them, so that plan is the one to contact.

Plan number: 001Employer EIN 98-0066268
Participants (2013): 19,821
Net assets (2013): $200 million
Recordkeeper: Newport2009–2014
Plan administrator: Extendicare Health Services, Inc.
111 West Michigan Street
Milwaukee, WI 53203
(414) 908-8000As filed for 2014
In effect since: July 1, 1990

Year by year, 2009 to 2014

Plan year	Participants	Net assets	Recordkeeper
2014	0	$0	Newport
2013	19,821	$200 million	Newport
2012	21,263	$166 million	Newport
2011	27,226	$148 million	Newport
2010	26,226	$148 million	Newport
2009	30,107	$128 million	Newport

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.

All 2 plans

Extendicare Health Services, Inc. Money Purchase Pension Plan

Extendicare Health Services, Inc. 401(k) Savings Plan

If you had money in one of these plans

What these numbers are

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