Lester E. Cox Medical Centers 401(k) and pension plans

Lester E. Cox Medical Centers, Springfield, MO. EIN 44-0577118. Annual reports 2009–2024. Also filed as Lester E Cox Medical Centers; Lester E. Cox Medical Center.

Lester E. Cox Medical Centers has 2 active retirement plans on file. The largest is the Cox Savings Incentive Plan, with 16,589 participants and $964 million in assets in 2024. OneAmerica has been its recordkeeper since 2022.

Active plans
2
Participants
16,961
Plan assets
$1.1 billion
401(k) recordkeeper
OneAmerica
Plans on file
7
Industry
Health care

All 7 plans

Active plans first

Cox Savings Incentive Plan

403(b)Active

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

Plan number
003Employer EIN 44-0577118
Participants (2024)
16,589
Net assets (2024)
$964 million
Recordkeeper
OneAmericaEarlier: Empower (2010–2021), Metropolitan Life Insurance (2009)
Plan administrator
Lester E. Cox Medical Centers
1423 North Jefferson Avenue
Springfield, MO 65802
(417) 269-6843As filed for 2024
In effect since
June 30, 1996

Plans merged into this one: Cox 403(b) Plan for Oxford/Home Health Agency Employees (2020); Cox Medical Center Branson Fixed Tax Deferred Annuity Plan - Voluntary (2013).

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
202416,589$964 millionOneAmerica
202315,841$836 millionOneAmerica
202214,159$708 millionOneAmerica
202113,454$824 millionEmpower
202014,836$720 millionEmpower
201913,803$609 millionEmpower
201812,916$486 millionEmpower
201713,107$480 millionEmpower
201612,194$398 millionEmpower
201511,084$353 millionEmpower
201411,268$344 millionEmpower
201310,959$315 millionEmpower
20129,994$234 millionEmpower
20119,574$194 millionEmpower
20109,439$177 millionEmpower
200910,379$143 millionMetropolitan Life Insurance

Coxhealth 401(k) Plan

401(k)Active

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

Plan number
006Employer EIN 44-0577118
Participants (2024)
372
Net assets (2024)
$183 million
Recordkeeper
OneAmericaEarlier: Empower (2015–2021)
Plan administrator
Lester E. Cox Medical Centers
1423 North Jefferson Avenue
Springfield, MO 65802
(417) 269-6843As filed for 2024
In effect since
January 1, 2015
Year by year, 2015 to 2024
Plan yearParticipantsNet assetsRecordkeeper
2024372$183 millionOneAmerica
2023366$150 millionOneAmerica
2022363$120 millionOneAmerica
2021215$132 millionEmpower
2020207$97.0 millionEmpower
2019193$72.8 millionEmpower
2018186$51.4 millionEmpower
2017135$41.1 millionEmpower
2016131$27.0 millionEmpower
2015123$6.5 millionEmpower

Lester E Cox Medical Centers Pension Plan a

Pension (defined benefit), frozenClosed

Closed. The plan filed its final annual report for 2023, which means its assets were paid out or moved and it no longer exists.

Plan number
007Employer EIN 44-0577118
Participants (2022)
2,567
Net assets (2022)
$48.6 million
Plan administrator
Lester E. Cox Medical Centers
1423 N. Jefferson Ave.
Springfield, MO 65802
(417) 269-3021As filed for 2023
In effect since
October 3, 2017

Plans merged into this one: Lester E. Cox Medical Centers Pension Plan (2017).

Year by year, 2017 to 2023
Plan yearParticipantsNet assetsRecordkeeper
20230$0not listed
20222,567$48.6 millionnot listed
20212,684$55.7 millionnot listed
20202,780$51.3 millionnot listed
20192,700$46.1 millionnot listed
20182,716$41.2 millionnot listed
20172,745$45.7 millionnot listed

Lester E. Cox Medical Centers Pension Plan B

Pension (defined benefit), frozenClosed

Closed. The plan filed its final annual report for 2023, which means its assets were paid out or moved and it no longer exists.

Plan number
008Employer EIN 44-0577118
Participants (2022)
2,278
Net assets (2022)
$194 million
Plan administrator
Lester E. Cox Medical Centers
1423 N. Jefferson Ave.
Springfield, MO 65802
(417) 269-3021As filed for 2023
In effect since
October 3, 2017
Year by year, 2017 to 2023
Plan yearParticipantsNet assetsRecordkeeper
20230$0not listed
20222,278$194 millionnot listed
20212,324$221 millionnot listed
20202,303$199 millionnot listed
20192,294$187 millionnot listed
20182,327$166 millionnot listed
20172,311$177 millionnot listed

Coxhealth Money Purchase Pension Plan

Money purchase pensionClosed

Closed. The plan filed its final annual report for 2021, which means its assets were paid out or moved and it no longer exists.

Plan number
004Employer EIN 44-0577118
Participants (2020)
514
Net assets (2020)
$29.1 million
Recordkeeper
Empower2013–2021
Plan administrator
Lester E. Cox Medical Centers
3801 S. National Avenue
Springfield, MO 65807
(417) 269-6843As filed for 2021
In effect since
March 4, 1997

Plans merged into this one: Cox Medical Center Branson Employee Performance Plan (2013).

Earlier sponsor: Lester E. Cox Medical Center (2009–2010).

Earlier plan names: Cox Health Systems Money Purchase Pension Plan.

Year by year, 2009 to 2021
Plan yearParticipantsNet assetsRecordkeeper
20210$0Empower
2020514$29.1 millionEmpower
2019573$27.5 millionEmpower
2018762$27.1 millionEmpower
2017772$27.4 millionEmpower
2016825$25.7 millionEmpower
2015877$23.9 millionEmpower
2014926$22.3 millionEmpower
2013987$23.6 millionEmpower
2012887$18.2 millionnot listed
201169$7.9 millionnot listed
201073$7.0 millionnot listed
200980$7.4 millionnot listed

Cox 403(b) Plan for Oxford/Home Health Agency Employees

403(b)Merged

Merged. In 2020 its assets moved to the Cox Savings Incentive Plan, sponsored by Lester E. Cox Medical Centers (EIN 44-0577118, plan 003). Accounts moved with them, so that plan is the one to contact.

Plan number
005Employer EIN 44-0577118
Participants (2019)
981
Net assets (2019)
$13.2 million
Recordkeeper
Empower2010–2020
Plan administrator
Lester E. Cox Medical Centers
1423 North Jefferson Avenue
Springfield, MO 65802
(417) 269-6843As filed for 2020
In effect since
April 26, 2009
Year by year, 2010 to 2020
Plan yearParticipantsNet assetsRecordkeeper
20200$0Empower
2019981$13.2 millionEmpower
20181,145$14.3 millionEmpower
20171,092$14.7 millionEmpower
20161,179$13.0 millionEmpower
20151,266$11.4 millionEmpower
20141,308$11.6 millionEmpower
20131,338$10.4 millionEmpower
20121,325$8.6 millionEmpower
20111,233$7.2 millionEmpower
20101,337$7.0 millionEmpower

Lester E. Cox Medical Centers Pension Plan

Pension (defined benefit), frozenMerged

Merged. In 2017 its assets moved to the Lester E. Cox Medical Centers Pension Plan a, sponsored by Lester E. Cox Medical Centers (EIN 44-0577118, plan 007). Accounts moved with them, so that plan is the one to contact.

Plan number
002Employer EIN 44-0577118
Participants (2016)
6,747
Net assets (2016)
$245 million
Plan administrator
Lester E. Cox Medical Centers
1423 N. Jefferson Ave.
Springfield, MO 65802
(417) 269-3021As filed for 2017
In effect since
January 1, 1978

Earlier plan names: Lester E Cox Medical Centers Pension Plan.

Year by year, 2009 to 2017
Plan yearParticipantsNet assetsRecordkeeper
20170$0not listed
20166,747$245 millionnot listed
20156,830$236 millionnot listed
20146,927$249 millionnot listed
20137,031$245 millionnot listed
20127,182$210 millionnot listed
20117,482$184 millionnot listed
20107,690$185 millionnot listed
20096,940$119 millionnot listed

If you had money in one of these plans

  1. Call OneAmerica (oneamerica.com), which runs the Cox Savings Incentive 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 ((417) 269-6843). That number was filed for 2024; ask for the benefits or retirement plan office.
  3. 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.
  4. 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.
  5. 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 MO