Munson Healthcare, Traverse City, MI. EIN 38-2640544. Annual reports 2009–2024. Also filed as Munson Medical Center.
Munson Healthcare has 3 active retirement plans on file. The largest is the Munson 403(b) Plan, with 9,708 participants and $486 million in assets in 2024. Transamerica has been its recordkeeper since 2014.
Munson Healthcare 1105 Sixth Street Traverse City, MI 49684 (231) 935-5000As filed for 2024
In effect since
January 1, 1961
Earlier sponsor: Munson Medical Center (2009–2011).
Earlier plan names: Munson Medical Center Retirement Plan.
Year by year, 2009 to 2024
Plan year
Participants
Net assets
Recordkeeper
2024
2,623
$371 million
Transamerica
2023
2,628
$364 million
Transamerica
2022
2,644
$329 million
Transamerica
2021
2,664
$402 million
not listed
2020
4,038
$441 million
not listed
2019
4,148
$391 million
not listed
2018
4,021
$334 million
not listed
2017
4,180
$350 million
not listed
2016
4,202
$318 million
not listed
2015
4,393
$310 million
not listed
2014
4,391
$303 million
not listed
2013
4,869
$288 million
not listed
2012
4,886
$248 million
not listed
2011
4,925
$221 million
not listed
2010
4,967
$207 million
not listed
2009
4,986
$180 million
not listed
If you had money in one of these plans
Call Transamerica (transamerica.com), which runs the Munson 403(b) 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 ((231) 935-7372). That number was filed for 2024; ask for the benefits or retirement plan office.
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.