Reliant Mso 401(k) and retirement plans

Reliant Mso, LLC, Minnetonka, MN. EIN 82-3745100. Annual reports 2009–2021. Also filed as The Southboro Medical Group, Inc.; Reliant Medical Group, Inc.; Fallon Clinic, Inc.

Reliant Mso, LLC has no active retirement plan on file. Its last annual report was for 2021. Its Reliant 401(k) Savings Plan was merged into Unitedhealth Group 401(k) Savings Plan in 2021. No traditional pension plan appears in Reliant Mso's filings since 2009.

Active plans: 0
Plans on file: 4
Industry: Health care

All 4 plans

Active plans first

Reliant 401(k) Savings Plan

401(k)Merged

Merged. In 2021 its assets moved to the Unitedhealth Group 401(k) Savings Plan, sponsored by Unitedhealth Group Incorporated (EIN 41-1321939, plan 001). Accounts moved with them, so that plan is the one to contact.

Plan number: 001Employer EIN 82-3745100
Participants (2020): 3,443
Net assets (2020): $315 million
Recordkeeper: Fidelity2018–2021
Plan administrator: Unitedhealth Group Employee Benefits Plans Administrative Committee
9900 Bren Road East, MN008-R120
Minnetonka, MN 55343
(952) 936-1300As filed for 2021
In effect since: April 1, 2018

Plans merged into this one: The Southboro Medical Group, Inc. Savings and Retirement Plan (2018); Reliant Medical Group, Inc. Profit Sharing and 401(k) Plan (2018).

Year by year, 2018 to 2021

Plan year	Participants	Net assets	Recordkeeper
2021	0	$0	Fidelity
2020	3,443	$315 million	Fidelity
2019	3,271	$277 million	Fidelity
2018	3,257	$198 million	Fidelity

Reliant Medical Group, Inc. 403B Plan

403(b)Closed

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: 003Employer EIN 82-3745100
Participants (2018): 1,193
Net assets (2018): $65.1 million
Recordkeeper: Fidelity2010–2019
Plan administrator: Unitedhealth Group Employee Benefits Plans Administrative Committee
9900 Bren Road East, MN008-R120
Minnetonka, MN 55343
(952) 936-1300As filed for 2019
In effect since: January 1, 2008

Earlier sponsors: Fallon Clinic, Inc. (2009–2010); Reliant Medical Group, Inc. (2011–2017).

Earlier plan names: Fallon Clinic, Inc. 403(b) Plan.

Year by year, 2009 to 2019

Plan year	Participants	Net assets	Recordkeeper
2019	0	$0	Fidelity
2018	1,193	$65.1 million	Fidelity
2017	3,241	$219 million	Fidelity
2016	3,125	$177 million	Fidelity
2015	3,058	$153 million	Fidelity
2014	3,106	$116 million	Fidelity
2013	2,469	$94.8 million	Fidelity
2012	2,394	$66.0 million	Fidelity
2011	2,278	$45.7 million	Fidelity
2010	2,157	$32.4 million	Fidelity
2009	2,122	$20.9 million	not listed

The Southboro Medical Group, Inc. Savings and Retirement Plan

401(k)Merged

Merged. In 2018 its assets moved to the Reliant 401(k) Savings Plan, sponsored by Reliant Mso, LLC (EIN 82-3745100, plan 001). Accounts moved with them, so that plan is the one to contact.

Plan number: 004Employer EIN 82-3745100
Participants (2017): 582
Net assets (2017): $39.1 million
Recordkeeper: Wells FargoEarlier: Wachovia Bank (2009)
Plan administrator: Unitedhealth Group Employee Benefits Plans Administrative Committee
9900 Bren Road East, MN008-R-120
Minnetonka, MN 55343
(952) 936-1300As filed for 2018
In effect since: July 1, 1982

Earlier sponsors: The Southboro Medical Group, Inc. (2009–2015); Reliant Medical Group, Inc. (2016–2017).

Year by year, 2009 to 2018

Plan year	Participants	Net assets	Recordkeeper
2018	0	$0	Wells Fargo
2017	582	$39.1 million	Wells Fargo
2016	614	$36.2 million	Wells Fargo
2015	622	$37.5 million	Wells Fargo
2014	628	$44.2 million	Wells Fargo
2013	600	$40.9 million	Wells Fargo
2012	591	$33.6 million	Wells Fargo
2011	611	$27.4 million	Wells Fargo
2010	636	$25.6 million	Wells Fargo
2009	632	$21.6 million	Wachovia Bank

Reliant Medical Group, Inc. Profit Sharing and 401(k) Plan

401(k)Merged

Merged. In 2018 its assets moved to the Reliant 401(k) Plan, sponsored by Reliant Mso, LLC (EIN 82-3745100, plan 001). Accounts moved with them, so that plan is the one to contact.

Plan number: 002Employer EIN 82-3745100
Participants (2017): 2,947
Net assets (2017): $89.3 million
Recordkeeper: Fidelity2009–2018
Plan administrator: Unitedhealth Group Employee Benefits Plans Administrative Committee
9900 Bren Road East, MN008-R120
Minnetonka, MN 55343
(952) 936-1300As filed for 2018
In effect since: October 1, 1972

Earlier sponsors: Fallon Clinic, Inc. (2009–2010); Reliant Medical Group, Inc. (2011–2017).

Earlier plan names: Fallon Clinic, Inc. Profit Sharing and 401(k) Plan; Reliant Medical Group, Inc. Profit Sharing and 401K Plan.

Year by year, 2009 to 2018

Plan year	Participants	Net assets	Recordkeeper
2018	0	$0	Fidelity
2017	2,947	$89.3 million	Fidelity
2016	2,864	$82.2 million	Fidelity
2015	2,897	$82.0 million	Fidelity
2014	3,078	$90.9 million	Fidelity
2013	2,516	$93.2 million	Fidelity
2012	2,492	$84.2 million	Fidelity
2011	2,453	$79.9 million	Fidelity
2010	2,435	$87.0 million	Fidelity
2009	2,409	$83.8 million	Fidelity

If you had money in one of these plans

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.
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.

All 4 plans

Reliant 401(k) Savings Plan

Reliant Medical Group, Inc. 403B Plan

The Southboro Medical Group, Inc. Savings and Retirement Plan

Reliant Medical Group, Inc. Profit Sharing and 401(k) Plan

If you had money in one of these plans

What these numbers are

Other health care employers in MN