MVHS 401(k) and retirement plans

MVHS Inc., Utica, NY. EIN 16-1576637. Annual reports 2009–2024. Also filed as Faxton - ST. Lukes Healthcare; Faxton - ST. Luke'S Healthcare; MVHS, Inc.

MVHS Inc. has 2 active retirement plans on file. The largest is the MVHS, Inc. 401(k) Plan, with 5,068 participants and $333 million in assets in 2024. No traditional pension plan appears in MVHS's filings since 2009.

Active plans
2
Participants
9,380
Plan assets
$530 million
401(k) recordkeeper
Unum Life Ins. Co. of America
Plans on file
2
Industry
Health care

All 2 plans

Active plans first

MVHS, Inc. 401(k) Plan

401(k)Active

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

Plan number
001Employer EIN 16-1576637
Participants (2024)
5,068
Net assets (2024)
$333 million
Plan administrator
MVHS Inc.
111 Hospital Drive
Utica, NY 13502
(315) 801-8816As filed for 2024
In effect since
July 1, 1989

Plans merged into this one: ST. Elizabeth Medical Center 401K Plan (2023).

Earlier sponsor: Faxton - ST. Lukes Healthcare (2009–2023).

Earlier plan names: Faxton - ST. Lukes Healthcare 401(k) Plan; Faxton - ST. Luke'S Healthcare 401(k) Plan.

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20245,068$333 millionnot listed
20235,152$204 millionnot listed
20223,307$173 millionnot listed
20213,204$213 millionnot listed
20204,725$201 millionnot listed
20193,656$178 millionnot listed
20183,618$149 millionnot listed
20173,770$158 millionnot listed
20163,735$136 millionnot listed
20153,623$125 millionnot listed
20143,587$122 millionnot listed
20133,537$114 millionnot listed
20123,690$93.7 millionnot listed
20113,661$80.2 millionnot listed
20103,752$75.1 millionnot listed
20093,936$63.0 millionnot listed

MVHS, Inc. 403(b) Plan

403(b)Active

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

Plan number
002Employer EIN 16-1576637
Participants (2024)
4,312
Net assets (2024)
$197 million
Recordkeeper
Unum Life Ins. Co. of AmericaEarlier: Unum Life Ins Co of America (2013–2023), Lincoln Financial (2012), Unum Life Ins. Co. of America (2010–2011), Unum Life Ins. Company of America (2009)
Plan administrator
MVHS, Inc.
111 Hospital DR.
Utica, NY 13502
(315) 971-9966As filed for 2024
In effect since
July 1, 1989

Earlier sponsor: Faxton - ST. Lukes Healthcare (2009–2023).

Earlier plan names: Faxton - ST. Lukes Healthcare 403(b) Plan; Faxton - ST. Luke'S Healthcare 403(b) Retiremt Plan; Faxton - ST. Luke'S Healthcare 403(b) Retirement Plan; MVHS, Inc. 403(b) Retirement Plan.

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20244,312$197 millionUnum Life Ins. Co. of America
20234,626$186 millionUnum Life Ins Co of America
20223,331$167 millionUnum Life Ins Co of America
20213,306$196 millionUnum Life Ins Co of America
20203,302$187 millionUnum Life Ins Co of America
20193,604$170 millionUnum Life Ins Co of America
20183,535$148 millionUnum Life Ins Co of America
20173,598$151 millionUnum Life Ins Co of America
20161,909$129 millionUnum Life Ins Co of America
20151,856$120 millionUnum Life Ins Co of America
20141,752$115 millionUnum Life Ins Co of America
20131,815$106 millionUnum Life Ins Co of America
20121,937$89.3 millionLincoln Financial
20111,938$79.4 millionUnum Life Ins. Co. of America
20101,913$75.4 millionUnum Life Ins. Co. of America
20091,681$65.4 millionUnum Life Ins. Company of America

If you had money in one of these plans

  1. Call Unum Life Ins. Co. of America, which runs the MVHS, Inc. 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.
  2. Or call the plan administrator listed on the plan below ((315) 801-8816). That number was filed for 2024; ask for the benefits or retirement plan office.
  3. 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.

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