Presbyterian Healthcare Services, Albuquerque, NM. EIN 85-0105601. Annual reports 2009–2024.
Presbyterian Healthcare Services has 3 active retirement plans on file. The largest is the Presbyterian Healthcare Services 403(b) Plan, with 19,459 participants and $968 million in assets in 2024. Fidelity has been its recordkeeper since 2014.
Presbyterian Healthcare Services Employees' Pension Plan
Pension (defined benefit), frozenMerged
Merged. In 2018 its assets moved to the Presbyterian Healthcare Services Employees Pension Plan II, sponsored by Presbyterian Healthcare Services (EIN 85-0105601, plan 004). Accounts moved with them, so that plan is the one to contact.
Plan number
001Employer EIN 85-0105601
Participants (2017)
4,379
Net assets (2017)
$390 million
Administered by
Morneau ShepellEarlier: SBC Systems (2009–2011)
Plan administrator
Investment Cmte. of the Exec. Board of Presbyterian Healthcare Service P.O. Box 26666 Albuquerque, NM 87125 (505) 923-8750As filed for 2018
In effect since
April 1, 1947
Year by year, 2009 to 2018
Plan year
Participants
Net assets
Recordkeeper
2018
0
$0
Morneau Shepell
2017
4,379
$390 million
Morneau Shepell
2016
4,429
$338 million
Morneau Shepell
2015
6,065
$394 million
Morneau Shepell
2014
6,170
$425 million
Morneau Shepell
2013
6,565
$421 million
Morneau Shepell
2012
6,677
$379 million
Morneau Shepell
2011
7,382
$353 million
SBC Systems
2010
7,532
$320 million
SBC Systems
2009
7,747
$263 million
SBC Systems
If you had money in one of these plans
Call Fidelity (fidelity.com), which runs the Presbyterian Healthcare Services 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 ((505) 923-8639). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that 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.