Roper ST. Francis Healthcare 401(k) and retirement plans

Roper ST. Francis Healthcare, Charleston, SC. EIN 57-0831165. Annual reports 2009–2024. Also filed as Carealliance Health Services.

Roper ST. Francis Healthcare has one active retirement plan on file, the Roper ST. Francis Healthcare 403(b) Plan, with 9,085 participants and $664 million in assets in 2024. Fidelity has been its recordkeeper since 2022. No traditional pension plan appears in Roper ST. Francis Healthcare's filings since 2009.

Active plans: 1
Participants: 9,085
Plan assets: $664 million
401(k) recordkeeper: Fidelity
Plans on file: 2
Industry: Health care

All 2 plans

Active plans first

Roper ST. Francis Healthcare 403(b) Plan

Defined contribution planActive

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

Plan number: 003Employer EIN 57-0831165
Participants (2024): 9,085
Net assets (2024): $664 million
Recordkeeper: FidelityEarlier: Transamerica (2013–2021), Valic Retirement Services (2009–2012)
Plan administrator: Roper ST. Francis Healthcare
125 Doughty Street, Suite 700
Charleston, SC 29425
(843) 720-8327As filed for 2024
In effect since: September 1, 1995

Earlier sponsor: Carealliance Health Services (2009–2019).

Earlier plan names: Futuresaver Retirement 403(b) Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	9,085	$664 million	Fidelity
2023	8,680	$583 million	Fidelity
2022	7,859	$476 million	Fidelity
2021	7,461	$563 million	Transamerica
2020	7,556	$512 million	Transamerica
2019	7,149	$450 million	Transamerica
2018	7,092	$361 million	Transamerica
2017	6,975	$370 million	Transamerica
2016	6,924	$310 million	Transamerica
2015	6,345	$264 million	Transamerica
2014	6,121	$250 million	Transamerica
2013	5,998	$225 million	Transamerica
2012	6,537	$188 million	Valic Retirement Services
2011	6,539	$161 million	Valic Retirement Services
2010	6,167	$149 million	Valic Retirement Services
2009	6,123	$122 million	Valic Retirement Services

Futuresaver Retirement 401(k) Plan

401(k)Closed

Closed. The plan filed its final annual report for 2009, which means its assets were paid out or moved and it no longer exists.

Plan number: 002Employer EIN 57-0831165
Plan administrator: Carealliance Health Services
316 Calhoun Street
Charleston, SC 29401
(843) 720-8333As filed for 2009
In effect since: December 1, 1995

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Roper ST. Francis Healthcare 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 ((843) 720-8327). 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.

All 2 plans

Roper ST. Francis Healthcare 403(b) Plan

Futuresaver Retirement 401(k) Plan

If you had money in one of these plans

What these numbers are

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