Health Care Service Corporation, Richardson, TX. EIN 36-1236610. Annual reports 2009–2025. Also filed as Rockford Powertrain, Inc.; GKN Rockford, Inc; Powertrain Rockford, Inc.; Blue Cross and Blue Shield of Montana, Inc.
Health Care Service Corporation has 4 active retirement plans on file. The largest is the The HCSC Employees Pension Plan, with 39,106 participants and $2.8 billion in assets in 2025.
Earlier sponsors: Health Care Service Coporation a Mutual Legal Reserve Company (2009); Health Care Service Corporation a Mutual Legal Reserve Company (2010–2017); Healthcare Service Corporation a Mutual Legal Reserve Corporation (2018); Healthcare Service Corporation (2019–2023).
Year by year, 2009 to 2024
Plan year
Participants
Net assets
Recordkeeper
2024
46,212
$3.9 billion
Empower
2023
40,491
$3.4 billion
Empower
2022
37,229
$2.8 billion
Empower
2021
33,375
$3.2 billion
Empower
2020
32,467
$2.8 billion
Empower
2019
32,828
$2.3 billion
Empower
2018
29,810
$1.9 billion
Empower
2017
26,369
$1.9 billion
Empower
2016
5,776
$1.7 billion
Empower
2015
25,905
$1.5 billion
Empower
2014
25,276
$1.5 billion
Empower
2013
22,901
$1.4 billion
Empower
2012
20,608
$1.1 billion
not listed
2011
19,171
$901 million
Internal Revenue Service
2010
18,229
$839 million
not listed
2009
17,067
$700 million
not listed
Walterscheid 401(k) Retirement Plan
401(k)Active
Active. The plan filed its annual report for the 2024 plan year.
Powertrain Rockford, Inc. 1200 Windsor Road Loves Park, IL 61111 (815) 921-9719As filed for 2024
In effect since
October 1, 1950
Earlier sponsors: Rockford Powertrain, Inc. (2009–2010); GKN Rockford, Inc (2011–2018).
Year by year, 2009 to 2024
Plan year
Participants
Net assets
Recordkeeper
2024
333
$17.1 million
not listed
2023
359
$19.2 million
not listed
2021
400
$26.4 million
Empower
2020
416
$28.0 million
Empower
2019
442
$27.0 million
Empower
2018
454
$24.2 million
not listed
2017
473
$29.7 million
not listed
2016
497
$28.3 million
not listed
2015
513
$29.1 million
not listed
2014
535
$33.0 million
not listed
2013
567
$35.6 million
not listed
2012
591
$30.8 million
not listed
2011
611
$28.6 million
not listed
2010
658
$29.8 million
not listed
2009
658
$27.5 million
not listed
Powertrain Rockford Inc
Defined contribution planStopped filing
No annual report since the 2022 plan year, and no final report on record. The plan may have been merged, renamed or re-filed under another number; ask the plan administrator below.
Plan number
125Employer EIN 36-1236610
Participants (2022)
120
Plan administrator
Powertrain Rockford 1200 Windsor RD Loves Park, IL 61111 (630) 487-6044As filed for 2022
In effect since
December 31, 2022
The Healthcare Service Corporation Represented 401K Plan
401(k)Merged
Merged. In 2017 its assets moved to the The 401K Plan, sponsored by Health Care Service Corporation (EIN 36-1236610, plan 005). Accounts moved with them, so that plan is the one to contact.
Plan number
003Employer EIN 36-1236610
Participants (2016)
716
Net assets (2016)
$22.0 million
Last listed recordkeeper
Internal Revenue Service2011
Plan administrator
Health Care Service Corporation Represented 401K Plan 1001 E Lookout DR BLDG a 2 012 Richardson, TX 75082 (972) 766-6192As filed for 2017
In effect since
July 1, 1993
Earlier sponsors: Health Care Service Corporation a Mutual Legal Reserve Company (2009–2014); Healthcare Service Corporation a Mutual Legal Reserve Company (2015–2016).
Earlier plan names: The Health Care Service Corporation the Represented 401K Plan; The Health Care Service Corporation, the Represented 401K Plan; The Healthcare Service Corporation the Represented 401K Plan.
Year by year, 2009 to 2017
Plan year
Participants
Net assets
Recordkeeper
2017
0
$0
not listed
2016
716
$22.0 million
not listed
2015
817
$21.0 million
not listed
2014
909
$23.0 million
not listed
2013
914
$24.0 million
not listed
2012
1,090
$18.3 million
not listed
2011
1,194
$17.1 million
Internal Revenue Service
2010
1,319
$17.0 million
not listed
2009
1,399
$15.9 million
not listed
The HCSC Represented Employees Pension Plan
Cash balance pensionMerged
Merged. In 2016 its assets moved to the The HCSC Employees Pension Plan, sponsored by Health Care Service Corporation (EIN 36-1236610, plan 004). Accounts moved with them, so that plan is the one to contact.
Plan number
001Employer EIN 36-1236610
Participants (2015)
758
Net assets (2015)
$50.7 million
Plan administrator
Health Care Service Corporation a Mutual Legal Reserve Co A02.012, 1001 E Lookout Drive Richardson, TX 75082 (972) 766-6192As filed for 2016
In effect since
January 1, 1986
Year by year, 2009 to 2016
Plan year
Participants
Net assets
Recordkeeper
2016
0
$0
not listed
2015
758
$50.7 million
not listed
2014
776
$56.5 million
not listed
2013
830
$60.1 million
not listed
2012
908
$53.4 million
not listed
2011
960
$48.6 million
not listed
2009
1,130
$41.9 million
not listed
Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Montana, Inc.
Pension (defined benefit)Merged
Merged. In 2013 its assets moved to the Plan Merged W/Hcsc Employees Pension Plan at Midnight 12/31/13, sponsored by Health Care Service Corporation (EIN 36-1236610, plan 004). Accounts moved with them, so that plan is the one to contact.
Plan number
009Employer EIN 36-1236610
Participants (2013)
671
Net assets (2013)
$69.8 million
Plan administrator
National Employee Benefits Committee 225 North Michigan Avenue Chicago, IL 60601 (312) 297-5786As filed for 2013
In effect since
January 1, 1971
Earlier sponsor: Blue Cross and Blue Shield of Montana, Inc. (2009–2012).
Year by year, 2009 to 2013
Plan year
Participants
Net assets
Recordkeeper
2013
671
$69.8 million
not listed
2012
719
$71.4 million
not listed
2011
752
$52.4 million
not listed
2010
779
$51.1 million
not listed
2009
799
$42.0 million
not listed
If you had money in one of these plans
Call Empower (empower.com), which runs the The 401K 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 ((972) 766-6192). That number was filed for 2025; 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.