Indiana University Health 401(k) and pension plans

Indiana University Health Inc., Indianapolis, IN. EIN 35-1955872. Annual reports 2009–2024. Also filed as Clarian Health Partners, Inc.; Indiana University Health, Inc.

Indiana University Health Inc. has one active retirement plan on file, the Iu Health 401(k) Savings Plan, with 51,880 participants and $4.5 billion in assets in 2024. Empower has been its recordkeeper since 2015.

Active plans: 1
Participants: 51,880
Plan assets: $4.5 billion
401(k) recordkeeper: Empower
Plans on file: 4
Industry: Health care

All 4 plans

Active plans first

Iu Health 401(k) Savings Plan

401(k)Active

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

Plan number: 005Employer EIN 35-1955872
Participants (2024): 51,880
Net assets (2024): $4.5 billion
Recordkeeper: EmpowerEarlier: J.P. Morgan (2009–2014)
Plan administrator: Indiana University Health Inc.
340 West 10TH Street
Indianapolis, IN 46202
(317) 963-7693As filed for 2024
In effect since: August 1, 1989

Plans merged into this one: Iu Health 401(k) Savings Plan B (2015); Indiana University Health Physicians Retirement Savings Plan (2021).

Earlier sponsor: Clarian Health Partners, Inc. (2009–2010).

Earlier plan names: Clarian Health Partners Defined Contribution Plan; Indiana University Health Defined Contribution Plan; Iu Health 401(k) Savings Plan a (F/K/A Indiana University Health Defined Contribution Plan); Iu Health 401(k) Savings Plan (F/K/A Iu Health 401(k) Savings Plan a).

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	51,880	$4.5 billion	Empower
2023	53,155	$3.9 billion	Empower
2022	52,283	$3.2 billion	Empower
2021	45,770	$2.9 billion	Empower
2020	48,033	$2.5 billion	Empower
2019	40,448	$2.1 billion	Empower
2018	39,003	$1.6 billion	Empower
2017	37,722	$1.6 billion	Empower
2016	28,060	$1.3 billion	Empower
2015	33,679	$1.1 billion	Empower
2014	21,566	$719 million	J.P. Morgan
2013	21,373	$657 million	J.P. Morgan
2012	19,789	$563 million	J.P. Morgan
2011	18,727	$479 million	J.P. Morgan
2010	17,985	$466 million	J.P. Morgan
2009	17,310	$405 million	J.P. Morgan

Indiana University Health Defined Benefit Plan

Pension (defined benefit), 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: 004Employer EIN 35-1955872
Participants (2018): 5,181
Net assets (2018): $414 million
Administered by: Alight2013–2019
Plan administrator: Indiana University Health, Inc.
340 West 10TH Street
Indianapolis, IN 46202
(317) 962-3903As filed for 2019
In effect since: August 1, 1989

Plans merged into this one: Indiana Univ Health Ball Memorial Hospital, Inc. Employees' Pension Plan (2018); Bloomington Hospital Revised Employees' Pension Plan (2018).

Earlier sponsor: Clarian Health Partners, Inc. (2009–2010).

Earlier plan names: Clarian Health Partners Defined Benefit Plan.

Year by year, 2009 to 2019

Plan year	Participants	Net assets	Recordkeeper
2019	0	$0	Alight
2018	5,181	$414 million	Alight
2017	1,187	$72.5 million	Alight
2016	1,213	$72.6 million	Alight
2015	1,265	$62.1 million	Alight
2014	1,297	$69.6 million	Alight
2013	1,324	$69.9 million	Alight
2012	1,343	$69.1 million	not listed
2011	1,377	$60.6 million	not listed
2010	1,398	$57.3 million	not listed
2009	1,423	$52.4 million	not listed

Indiana University Health 403(b) Plan

403(b)Closed

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: 006Employer EIN 35-1955872
Participants (2018): 10,403
Net assets (2018): $255 million
Recordkeeper: EmpowerEarlier: J.P. Morgan (2014), Fidelity (2012–2013)
Plan administrator: Indiana University Health, Inc.
340 West 10TH Street
Indianapolis, IN 46202
(317) 963-7693As filed for 2019
In effect since: January 1, 2012

Plans merged into this one: Indiana University Health Ball Memorial Hospital, Inc. 403(b) Plan (2014); Bloomington Hospital, Inc 403(b) Retirement Plan (2015).

Year by year, 2012 to 2019

Plan year	Participants	Net assets	Recordkeeper
2019	0	$0	Empower
2018	10,403	$255 million	Empower
2017	12,508	$446 million	Empower
2016	13,712	$410 million	Empower
2015	15,105	$413 million	Empower
2014	12,562	$355 million	J.P. Morgan
2013	17,986	$273 million	Fidelity
2012	19,218	$224 million	Fidelity

Iu Health 401(k) Savings Plan B

401(k)Merged

Merged. In 2015 its assets moved to the Iu Health 401(k) Savings Plan a, sponsored by Indiana University Health Inc. (EIN 35-1955872, plan 005). Accounts moved with them, so that plan is the one to contact.

Plan number: 001Employer EIN 35-1955872
Participants (2014): 12,805
Net assets (2014): $359 million
Recordkeeper: J.P. Morgan2014–2015
Plan administrator: Indiana University Health, Inc.
340 West 10TH Street
Indianapolis, IN 46202
(317) 962-5779As filed for 2015
In effect since: October 1, 2005

Plans merged into this one: Indiana University Health Ball Memorial Hospital Inc. Retirement Plan (2014); Indiana University Health Arnett 401(k) Plan (2014).

Earlier plan names: Iu Health 401(k) Savings Plan B (F/K/A Indiana University Health North Hospital 401(k) Plan).

Year by year, 2014 to 2015

Plan year	Participants	Net assets	Recordkeeper
2015	0	$0	J.P. Morgan
2014	12,805	$359 million	J.P. Morgan

If you had money in one of these plans

Call Empower (empower.com), which runs the Iu Health 401(k) 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 ((317) 963-7693). 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.