Mercy Health Partners 401(k) and retirement plans

Mercy Health Partners, Inc., Cincinatti, OH. EIN 62-0480068. Annual reports 2009–2014. Also filed as ST. Marys Health System, Inc.

Mercy Health Partners, Inc. has no active retirement plan on file. Its last annual report was for 2014. Its ST. Mary'S Health System, Inc. Union 403(b) Retirement Plan was merged into ST Marys Health System Inc Non Union 403B Retirement Plan in 2009. No traditional pension plan appears in Mercy Health Partners's filings since 2009.

Active plans: 0
Plans on file: 3
Industry: Health care

All 3 plans

Active plans first

Mercy Health Partners 403(b) Retirement Plan

403(b)Closed

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: 003Employer EIN 62-0480068
Participants (2013): 10
Net assets (2013): $34,493
Recordkeeper: Transamerica2009–2013
Plan administrator: Mercy Health Partners, Inc.
615 Elsinore Place
Cincinatti, OH 45202
(513) 639-2764As filed for 2014
In effect since: April 1, 2008

Plans merged into this one: ST. Mary'S Health System, Inc. Union 403(b) Retirement Plan (2009).

Earlier sponsor: ST. Marys Health System, Inc. (2009).

Earlier plan names: ST. Mary'S Non-Union 403(b) Plan.

Year by year, 2009 to 2014

Plan year	Participants	Net assets	Recordkeeper
2014	0	$0	not listed
2013	10	$34,493	Transamerica
2012	1,719	$18.8 million	Transamerica
2011	2,025	$26.1 million	Transamerica
2010	2,649	$52.0 million	Transamerica
2009	2,929	$51.3 million	Transamerica

Mercy Health Partners 401(k) Retirement Plan

401(k)Closed

Closed. The plan filed its final annual report for 2013, which means its assets were paid out or moved and it no longer exists.

Plan number: 002Employer EIN 62-0480068
Participants (2012): 2,273
Net assets (2012): $26.0 million
Recordkeeper: Transamerica2009–2013
Plan administrator: Mercy Health Partners, Inc.
615 Elsinore Place
Cincinnati, OH 45202
(513) 639-2764As filed for 2013
In effect since: July 1, 1997

Year by year, 2009 to 2013

Plan year	Participants	Net assets	Recordkeeper
2013	0	$0	Transamerica
2012	2,273	$26.0 million	Transamerica
2011	6,807	$42.2 million	Transamerica
2010	5,413	$91.0 million	Transamerica
2009	5,512	$75.1 million	Transamerica

ST. Mary'S Health System, Inc. Union 403(b) Retirement Plan

403(b)Merged

Merged. In 2009 its assets moved to the ST Marys Health System Inc Non Union 403B Retirement Plan, sponsored by Mercy Health Partners, Inc. (EIN 62-0480068, plan 003). Accounts moved with them, so that plan is the one to contact.

Plan number: 004Employer EIN 62-0480068
Recordkeeper: Transamerica2009
Plan administrator: ST. Marys Health System, Inc.
900 E Oak Hill Avenue
Knoxville, TN 37917
(865) 545-7760As filed for 2009
In effect since: January 1, 1980

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.