National Church Residences pension plans

National Church Residences,inc., Columbus, OH. EIN 31-0651750. Annual reports 2009–2024. Also filed as National Church Residences.

National Church Residences,inc. has 2 active retirement plans on file. The largest is the National Church Residences 3-4-5 401(A) Retirement Plan, with 3,018 participants and $59.9 million in assets in 2024.

Active plans
2
Participants
5,851
Plan assets
$115 million
Plans on file
3
Industry
Health care

All 3 plans

Active plans first

National Church Residences 3-4-5 401(A) Retirement Plan

Profit-sharing planActive

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

Plan number
002Employer EIN 31-0651750
Participants (2024)
3,018
Net assets (2024)
$59.9 million
Last listed recordkeeper
Oriental BankEarlier: Lincoln Financial (2019–2021), Fidelity (2009–2018)
Plan administrator
National Church Residences,inc.
2335 North Bank Drive
Columbus, OH 43220
(614) 273-3586As filed for 2024
In effect since
October 1, 1967

Earlier plan names: National Church Residences 3-4-5 Retirement Plan; National Church Residences 401(A) Plan.

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20243,018$59.9 millionnot listed
20232,850$55.1 millionnot listed
20222,855$45.7 millionOriental Bank
20213,078$52.6 millionLincoln Financial
20203,642$46.0 millionLincoln Financial
20192,711$37.4 millionLincoln Financial
20182,335$29.2 millionFidelity
20172,319$30.7 millionFidelity
20163,746$28.0 millionFidelity
20153,897$27.7 millionFidelity
20143,616$27.5 millionFidelity
20133,576$25.5 millionFidelity
20123,331$21.9 millionFidelity
20113,138$19.4 millionFidelity
20103,007$18.3 millionFidelity
20092,350$11.2 millionFidelity

National Church Residences 403(b) Savings Plan

403(b)Active

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

Plan number
003Employer EIN 31-0651750
Participants (2024)
2,833
Net assets (2024)
$54.9 million
Last listed recordkeeper
Oriental BankEarlier: Lincoln Financial (2019–2021), Fidelity (2011–2018)
Plan administrator
National Church Residences
2335 North Bank Drive
Columbus, OH 43220
(614) 273-3586As filed for 2024
In effect since
July 1, 1989

Earlier plan names: National Church Residences Savings Plan.

Year by year, 2011 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20242,833$54.9 millionnot listed
20232,809$51.0 millionnot listed
20222,802$42.4 millionOriental Bank
20212,967$51.0 millionLincoln Financial
20203,636$44.0 millionLincoln Financial
20192,180$35.9 millionLincoln Financial
20183,113$28.8 millionFidelity
20173,121$30.2 millionFidelity
20163,555$27.1 millionFidelity
20153,703$25.9 millionFidelity
20143,437$25.3 millionFidelity
20133,421$22.8 millionFidelity
20123,179$18.5 millionFidelity
20113,027$15.6 millionFidelity

National Church Residences Annuity Retirement Plan

Pension (defined benefit), frozenClosed

Closed. The plan filed its final annual report for 2016, which means its assets were paid out or moved and it no longer exists.

Plan number
001Employer EIN 31-0651750
Participants (2015)
596
Net assets (2015)
$8.0 million
Plan administrator
National Church Residences
2335 North Bank Drive
Columbus, OH 43220
(614) 451-2151As filed for 2016
In effect since
October 1, 1965
Year by year, 2009 to 2016
Plan yearParticipantsNet assetsRecordkeeper
20160$0not listed
2015596$8.0 millionnot listed
2014624$8.6 millionnot listed
2013665$10.1 millionnot listed
2012894$9.4 millionnot listed
2011737$8.3 millionnot listed
2010880$9.3 millionnot listed
2009911$7.5 millionnot listed

If you had money in one of these plans

  1. Or call the plan administrator listed on the plan below ((614) 273-3586). That number was filed for 2024; ask for the benefits or retirement plan office.
  2. 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.
  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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