Overlake Hospital Medical Center pension plans

Overlake Hospital Medical Center, Bellevue, WA. EIN 91-0652651. Annual reports 2009–2024.

Overlake Hospital Medical Center has one active retirement plan on file, the Overlake Hospital Medical Center 403(b) RETIREMENT Plan, with 5,420 participants and $654 million in assets in 2024. Fidelity has been its recordkeeper since 2022.

Active plans: 1
Participants: 5,420
Plan assets: $654 million
401(k) recordkeeper: Fidelity
Plans on file: 3
Industry: Health care

All 3 plans

Active plans first

Overlake Hospital Medical Center 403(b) RETIREMENT Plan

403(b)Active

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

Plan number: 002Employer EIN 91-0652651
Participants (2024): 5,420
Net assets (2024): $654 million
Recordkeeper: FidelityEarlier: Empower (2016–2021), Fidelity (2011–2015), Empower (2010), Fidelity (2009)
Plan administrator: Overlake Hospital Medical Center
1035 116TH Avenue Northeast
Bellevue, WA 98004
(425) 688-5000As filed for 2024
In effect since: January 1, 1996

Earlier plan names: Overlake Hospital Medical Center Voluntary Employee Tax-Deferred Program; Overlake Hospital Medical Center Voluntary Employee Tax-Deferred Plan 403(b).

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	5,420	$654 million	Fidelity
2023	5,161	$548 million	Fidelity
2022	4,780	$435 million	Fidelity
2021	4,564	$402 million	Empower
2020	4,230	$329 million	Empower
2019	4,344	$258 million	Empower
2018	4,212	$186 million	Empower
2017	4,010	$199 million	Empower
2016	3,873	$162 million	Empower
2015	3,663	$147 million	Fidelity
2014	3,539	$139 million	Fidelity
2013	3,355	$128 million	Fidelity
2012	3,398	$107 million	Fidelity
2011	3,312	$88.2 million	Fidelity
2010	3,179	$84.0 million	Empower
2009	2,923	$71.8 million	Fidelity

Overlake Hospital Medical Center Contribution Plan 401(A)

Defined contribution planClosed

Closed. The plan filed its final annual report for 2022, which means its assets were paid out or moved and it no longer exists.

Plan number: 003Employer EIN 91-0652651
Participants (2021): 3,046
Net assets (2021): $145 million
Recordkeeper: Fidelity2009–2022
Plan administrator: Overlake Hospital Medical Center
1035 116TH Ave. Ne
Bellevue, WA 98004
(425) 688-5628As filed for 2022
In effect since: January 1, 1996

Earlier plan names: Overlake Hospital Medical Center Matching Contributions Program.

Year by year, 2009 to 2022

Plan year	Participants	Net assets	Recordkeeper
2022	0	$0	Fidelity
2021	3,046	$145 million	Fidelity
2020	2,716	$132 million	Fidelity
2019	2,888	$120 million	Fidelity
2018	3,885	$105 million	Fidelity
2017	3,720	$106 million	Fidelity
2016	3,574	$83.3 million	Fidelity
2015	3,461	$70.6 million	Fidelity
2014	3,225	$65.3 million	Fidelity
2013	3,102	$58.6 million	Fidelity
2012	3,186	$46.3 million	Fidelity
2011	3,132	$33.3 million	Fidelity
2010	2,987	$28.6 million	Fidelity
2009	2,818	$21.5 million	Fidelity

Overlake Hospital Medical Center Cash Account Plan

Cash balance pensionClosed

Closed. The plan filed its final annual report for 2019, which means its assets were paid out or moved and it no longer exists.

Plan number: 001Employer EIN 91-0652651
Participants (2018): 1,325
Net assets (2018): $58.3 million
Administered by: Wells Fargo2011–2019
Plan administrator: Overlake Hospital Medical Center
1035 116TH Avenue Northeast
Bellevue, WA 98004
(425) 688-5000As filed for 2019
In effect since: October 1, 1966

Year by year, 2009 to 2019

Plan year	Participants	Net assets	Recordkeeper
2019	0	$0	Wells Fargo
2018	1,325	$58.3 million	Wells Fargo
2017	1,430	$62.9 million	Wells Fargo
2016	1,509	$59.7 million	Wells Fargo
2015	1,583	$57.8 million	Wells Fargo
2014	1,657	$57.5 million	Wells Fargo
2013	1,779	$54.6 million	Wells Fargo
2012	1,941	$49.8 million	Wells Fargo
2011	2,047	$40.1 million	Wells Fargo
2010	2,180	$39.7 million	not listed
2009	2,707	$35.0 million	not listed

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Overlake Hospital Medical Center 403(b) RETIREMENT 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 ((425) 688-5000). That number was filed for 2024; ask for the benefits or retirement plan office.
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.