Premier Health Partners pension plans

Premier Health Partners, Dayton, OH. EIN 31-1446699. Annual reports 2009–2024. Also filed as Medamerica Health Systems Corporation; Medamerica Health Systems Corp; Premier Health; Medamerica Health Systems.

Premier Health Partners has 3 active retirement plans on file. The largest is the Employee Retirement Savings Plan - Premier Health Partners, with 15,445 participants and $571 million in assets in 2024. Fidelity has been its recordkeeper since 2023.

Active plans: 3
Participants: 44,766
Plan assets: $1.2 billion
401(k) recordkeeper: Fidelity
Plans on file: 3
Industry: Health care

All 3 plans

Active plans first

Employee Retirement Savings Plan - Premier Health Partners

403(b)Active

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

Plan number: 002Employer EIN 31-1446699
Participants (2024): 15,445
Net assets (2024): $571 million
Recordkeeper: FidelityEarlier: Empower (2021–2022), MassMutual (2014–2020), Voya (2013), Metropolitan Life Insurance (2011–2012)
Plan administrator: Premier Health Partners
110 N. Main Street 11TH Floor East
Dayton, OH 45402
(937) 499-5417As filed for 2024
In effect since: January 1, 2009

Plans merged into this one: Upper Valley Medical Centers Tax Deferred Annuity Plan (2020); Employee Retirement Savings Plan - Atrium Health System (2013).

Earlier sponsor: Medamerica Health Systems (2011–2012).

Earlier plan names: Employee Retirement Savings Plan - Medamerica.

Year by year, 2011 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	15,445	$571 million	Fidelity
2023	14,922	$505 million	Fidelity
2022	14,427	$428 million	Empower
2021	14,369	$504 million	Empower
2020	14,226	$445 million	MassMutual
2019	12,237	$386 million	MassMutual
2018	12,190	$320 million	MassMutual
2017	12,077	$346 million	MassMutual
2016	12,048	$298 million	MassMutual
2015	12,770	$252 million	MassMutual
2014	12,168	$250 million	MassMutual
2013	12,152	$239 million	Voya
2012	7,388	$131 million	Metropolitan Life Insurance
2011	3,004	$111 million	Metropolitan Life Insurance

Premier Health Partners Employees Retirement Plan

Cash balance pensionActive

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

Plan number: 001Employer EIN 31-1446699
Participants (2024): 14,944
Net assets (2024): $411 million
Last listed administrator: State StreetEarlier: Veritas Document Solutions (2011–2012), Graphic Partners (2010)
Plan administrator: Stacey Lawson,chief Human Resource Officer
110 N. Main Street, Suite 1100
Dayton, OH 45402
(937) 499-5417As filed for 2024
In effect since: January 1, 1951

Plans merged into this one: Upper Valley Medical Center Amended and Restated Retirement Plan (2012); Atrium Health System Cash Balance Retirement Plan (2012).

Earlier sponsors: Medamerica Health Systems Corp (2009–2012); Premier Health (2013–2022).

Earlier plan names: Medamerica Health Systems Corporation Employees Retirement Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	14,944	$411 million	not listed
2023	16,436	$695 million	not listed
2022	16,314	$651 million	not listed
2021	16,168	$870 million	not listed
2020	16,417	$846 million	not listed
2019	15,986	$737 million	State Street
2018	15,859	$607 million	State Street
2017	17,847	$702 million	State Street
2016	17,522	$636 million	State Street
2015	17,168	$617 million	State Street
2013	18,604	$455 million	State Street
2012	11,588	$382 million	Veritas Document Solutions
2011	10,694	$266 million	Veritas Document Solutions
2010	9,807	$243 million	Graphic Partners
2009	9,511	$211 million	not listed

The Employer Retirement Savings Plan - Premier Health Partners

Profit-sharing planActive

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

Plan number: 003Employer EIN 31-1446699
Participants (2024): 14,377
Net assets (2024): $244 million
Recordkeeper: FidelityEarlier: Metlife Life Insurance (2017–2018), Metropolitan Life Insurance (2009–2016)
Plan administrator: Premier Health Partners
110 N. Main Street 11TH Floor East
Dayton, OH 45402
(937) 499-5417As filed for 2024
In effect since: January 1, 2008

Plans merged into this one: Atrium Health System 401(k) Savings Plan (2019); The Employer Retirement Savings Plan - Atrium Health Systems (2013).

Earlier sponsor: Medamerica Health Systems Corporation (2009–2012).

Earlier plan names: Medamerica Health Systems Corporation 401(k) Plan; Employer Retirement Savings Plan - Medamerica; Employer Retirement Savings Plan- Medamerica; The Employer Retirement Savings Plan- Premier Health Partners.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	14,377	$244 million	Fidelity
2023	13,739	$228 million	Fidelity
2022	12,948	$202 million	Fidelity
2021	13,023	$255 million	Fidelity
2020	13,218	$87.1 million	Fidelity
2019	11,312	$76.9 million	Fidelity
2018	11,020	$44.1 million	Metlife Life Insurance
2017	7,251	$45.9 million	Metlife Life Insurance
2016	6,984	$39.9 million	Metropolitan Life Insurance
2015	7,008	$38.0 million	Metropolitan Life Insurance
2014	6,800	$38.5 million	Metropolitan Life Insurance
2013	6,709	$37.0 million	Metropolitan Life Insurance
2012	3,605	$15.0 million	Metropolitan Life Insurance
2011	3,926	$12.8 million	Metropolitan Life Insurance
2010	4,031	$16.5 million	Metropolitan Life Insurance
2009	3,332	$9.0 million	Metropolitan Life Insurance

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Employee Retirement Savings Plan - Premier Health Partners. 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 ((937) 499-5417). 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.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 3 plans

Employee Retirement Savings Plan - Premier Health Partners

Premier Health Partners Employees Retirement Plan

The Employer Retirement Savings Plan - Premier Health Partners

If you had money in one of these plans

What these numbers are

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