Prisma Health pension plans

Prisma Health, Greenville, SC. EIN 81-1723202. Annual reports 2016–2024. Also filed as Strategic Coordinating Organization.

Prisma Health has 3 active retirement plans on file. The largest is the Prisma Health Retirement Savings Plan, with 42,504 participants and $2.2 billion in assets in 2024. Empower has been its recordkeeper since 2020.

Active plans
3
Participants
87,291
Plan assets
$3.5 billion
401(k) recordkeeper
Empower
Plans on file
6
Industry
Health care

All 6 plans

Active plans first

Prisma Health Retirement Savings Plan

Profit-sharing planActive

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

Plan number
005Employer EIN 81-1723202
Participants (2024)
42,504
Net assets (2024)
$2.2 billion
Recordkeeper
Empower2020–2024
Plan administrator
Prisma Health
300 E. Mcbee Avenue
Greenville, SC 29601
(864) 797-7907As filed for 2024
In effect since
March 1, 1987

Earlier plan names: Prisma Health-Upstate Retirement Savings.

Year by year, 2020 to 2024
Plan yearParticipantsNet assetsRecordkeeper
202442,504$2.2 billionEmpower
202339,966$1.9 billionEmpower
202235,311$1.6 billionEmpower
202133,628$1.8 billionEmpower
202036,881$1.5 billionEmpower

Prisma Health 401(A) Plan

Defined contribution planActive

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

Plan number
003Employer EIN 81-1723202
Participants (2024)
38,606
Net assets (2024)
$939 million
Recordkeeper
Empower2020–2023
Plan administrator
Prisma Health
300 E. Mcbee Avenue
Greenville, SC 29601
(864) 797-7907As filed for 2024
In effect since
January 1, 1999

Earlier plan names: Prisma Health-Upstate 401A Plan.

Year by year, 2020 to 2024
Plan yearParticipantsNet assetsRecordkeeper
202438,606$939 millionnot listed
202335,989$838 millionEmpower
202226,260$722 millionEmpower
202028,390$766 millionEmpower

Legacy Ghs/Tuomey Pension Plan

Pension (defined benefit), frozenActive

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

Plan number
001Employer EIN 82-2595551
Participants (2024)
6,181
Net assets (2024)
$421 million
Administered by
PrincipalEarlier: Synovous Trust (2018–2019)
Plan administrator
Prisma Health
300 E. Mcbee Ave., Suite 500
Greenville, SC 29601
(864) 455-7000As filed for 2024
In effect since
January 1, 1968

Plans merged into this one: Strategic Coordinating Organization Pension Plan (2017).

Year by year, 2018 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20246,181$421 millionPrincipal
20236,245$418 millionPrincipal
20226,302$376 millionPrincipal
20219,531$475 millionPrincipal
20199,807$521 millionSynovous Trust
20189,932$478 millionSynovous Trust

Prisma Health-Upstate Retirement Savings

Profit-sharing planStopped filing

No annual report since the 2019 plan year, and no final report on record. The plan may have been merged, renamed or re-filed under another number; ask the plan administrator below.

Plan number
005Employer EIN 81-1705811
Participants (2019)
18,238
Net assets (2019)
$1.3 billion
Recordkeeper
Empower2016–2019
Plan administrator
Prisma Health
701 Grove Road
Greenville, SC 29605
(864) 797-7907As filed for 2019
In effect since
March 1, 1987

Plans merged into this one: Baptist Easley Hospital Tsa Savings Plan (2018).

Earlier sponsor: Strategic Coordinating Organization (2016–2017).

Earlier plan names: Greenville Health System Retirement Savings Plan.

Year by year, 2016 to 2019
Plan yearParticipantsNet assetsRecordkeeper
201918,238$1.3 billionEmpower
201817,968$801 millionEmpower
201716,975$719 millionEmpower
201617,045$636 millionEmpower

Prisma Health-Upstate 401A Plan

Defined contribution planStopped filing

No annual report since the 2019 plan year, and no final report on record. The plan may have been merged, renamed or re-filed under another number; ask the plan administrator below.

Plan number
003Employer EIN 81-1705811
Participants (2019)
17,867
Net assets (2019)
$717 million
Recordkeeper
Empower2016–2019
Plan administrator
Prisma Health
701 Grove Road
Greenville, SC 29605
(864) 797-7907As filed for 2019
In effect since
January 1, 1999

Plans merged into this one: Baptist Easley Hospital Matching Savings and 401(k) Plan (2018).

Earlier sponsor: Strategic Coordinating Organization (2016–2017).

Earlier plan names: Greenville Health System 401(A) Plan.

Year by year, 2016 to 2019
Plan yearParticipantsNet assetsRecordkeeper
201917,867$717 millionEmpower
201815,926$425 millionEmpower
201716,638$382 millionEmpower
201615,974$345 millionEmpower

Strategic Coordinating Organization Pension Plan

Pension (defined benefit), frozenMerged

Merged. In 2017 its assets moved to the Legacy Ghs/Tuomey Pension Plan, sponsored by Prisma Health (EIN 82-2595551, plan 001). Accounts moved with them, so that plan is the one to contact.

Plan number
001Employer EIN 81-1705811
Participants (2016)
8,512
Net assets (2016)
$359 million
Plan administrator
Strategic Coordinating Organization
300 E. Mcbee Avenue, Suite 200
Greenville, SC 29601
(864) 797-7905As filed for 2017
In effect since
October 1, 2016

Plans merged into this one: Palmetto Health Matching Savings & 401(k) Plan (2019); Palmetto Health Tsa Savings Plan (2019).

Year by year, 2016 to 2017
Plan yearParticipantsNet assetsRecordkeeper
20170$0not listed
20168,512$359 millionnot listed

If you had money in one of these plans

  1. Call Empower (empower.com), which runs the Prisma Health Retirement Savings 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 ((864) 797-7907). That number was filed for 2024; ask for the benefits or retirement plan office.
  3. 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.
  4. 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.
  5. 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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