Medical Mutual of Ohio 401(k) and pension plans

Medical Mutual of Ohio, Cleveland, OH. EIN 34-0648820. Annual reports 2009–2024.

Medical Mutual of Ohio has one active retirement plan on file, the Medical Mutual of Ohio Employees' Retirement Savings Plan, with 4,491 participants and $799 million in assets in 2024. Fidelity has been its recordkeeper since 2018.

Active plans: 1
Participants: 4,491
Plan assets: $799 million
401(k) recordkeeper: Fidelity
Plans on file: 4
Industry: Finance and insurance

All 4 plans

Active plans first

Medical Mutual of Ohio Employees' Retirement Savings Plan

401(k)Active

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

Plan number: 002Employer EIN 34-0648820
Participants (2024): 4,491
Net assets (2024): $799 million
Recordkeeper: FidelityEarlier: T. Rowe Price (2014–2017), Fidelity (2009–2013)
Plan administrator: Medical Mutual of Ohio
100 American Road
Cleveland, OH 44114
(216) 687-7189As filed for 2024
In effect since: January 1, 1970

Plans merged into this one: Medical Mutual of Ohio Defined Contribution Retirement Plan (2011); Non-Contributory Retirement Program for Certain Employees of Medical Mutual of Ohio (2010).

Earlier plan names: Medical Mutual of Ohio Employee'S Retirement Savings Plan; Medical Mutual of Ohio Employee'S Retirement Savin; Medical Mutual of Ohio Employee'S Retirement Saving Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	4,491	$799 million	Fidelity
2023	3,949	$716 million	Fidelity
2022	3,718	$607 million	Fidelity
2021	3,352	$729 million	Fidelity
2020	3,341	$638 million	Fidelity
2019	3,305	$542 million	Fidelity
2018	3,043	$447 million	Fidelity
2017	2,965	$468 million	T. Rowe Price
2016	2,967	$415 million	T. Rowe Price
2015	2,880	$379 million	T. Rowe Price
2014	2,852	$374 million	T. Rowe Price
2013	3,030	$373 million	Fidelity
2012	3,147	$321 million	Fidelity
2011	3,093	$283 million	Fidelity
2010	2,940	$212 million	Fidelity
2009	3,026	$173 million	Fidelity

Medical Mutual of Ohio Defined Contribution Retirement Plan

Profit-sharing planMerged

Merged. In 2011 its assets moved to the Medical Mutual of Ohio Employees Retirement Savings Plan, sponsored by Medical Mutual of Ohio (EIN 34-0648820, plan 002). Accounts moved with them, so that plan is the one to contact.

Plan number: 006Employer EIN 34-0648820
Participants (2010): 2,507
Net assets (2010): $68.5 million
Recordkeeper: Fidelity2009–2011
Plan administrator: Medical Mutual of Ohio
2060 East 9TH Street
Cleveland, OH 44115
(216) 687-7000As filed for 2011
In effect since: December 30, 2002

Year by year, 2009 to 2011

Plan year	Participants	Net assets	Recordkeeper
2011	0	$0	Fidelity
2010	2,507	$68.5 million	Fidelity
2009	2,477	$53.8 million	Fidelity

Blue Cross of Northwest Ohio Employees' Retirement Trust

Profit-sharing planClosed

Closed. The plan filed its final annual report for 2010, which means its assets were paid out or moved and it no longer exists.

Plan number: 005Employer EIN 34-0648820
Participants (2009): 1
Net assets (2009): $15,522
Plan administrator: Medical Mutual of Ohio
2060 East 9TH Street
Cleveland, OH 44115
(216) 687-7000As filed for 2010
In effect since: December 31, 1953

Year by year, 2009 to 2010

Plan year	Participants	Net assets	Recordkeeper
2010	0	$0	not listed
2009	1	$15,522	not listed

Non-Contributory Retirement Program for Certain Employees of Medical Mutual of Ohio

Pension (defined benefit)Merged

Merged. In 2010 its assets moved to the Medical Mutual of Ohio Employees' Retirement Savings Plan, sponsored by Medical Mutual of Ohio (EIN 34-0648820, plan 002). Accounts moved with them, so that plan is the one to contact.

Plan number: 001Employer EIN 34-0648820
Participants (2009): 3,651
Net assets (2009): $142 million
Plan administrator: Medical Mutual of Ohio
2060 East 9TH Street
Cleveland, OH 44115
(216) 687-7000As filed for 2010
In effect since: December 15, 1954

Year by year, 2009 to 2010

Plan year	Participants	Net assets	Recordkeeper
2010	0	$0	not listed
2009	3,651	$142 million	not listed

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Medical Mutual of Ohio Employees' Retirement 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 ((216) 687-7189). 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.