Samaritan Health Services, Corvallis, OR. EIN 93-0951989. Annual reports 2009–2024.
Samaritan Health Services has 2 active retirement plans on file. The largest is the Samaritan Health Services Tax Sheltered Annuity PL, with 7,801 participants and $703 million in assets in 2024. Principal has been its recordkeeper since 2009. No traditional pension plan appears in Samaritan Health Services's filings since 2009.
Samaritan Health Services C/O SHS Accounting - Po Box 3000 Corvallis, OR 97339 (541) 768-6064As filed for 2024
In effect since
January 1, 2001
Year by year, 2009 to 2024
Plan year
Participants
Net assets
Recordkeeper
2024
6,559
$321 million
Principal
2023
6,793
$289 million
Principal
2022
7,145
$245 million
Principal
2021
6,830
$297 million
Principal
2020
6,956
$259 million
Principal
2019
6,586
$219 million
Principal
2018
6,909
$181 million
Principal
2017
6,618
$188 million
Principal
2016
6,080
$152 million
Principal
2015
5,596
$138 million
Principal
2014
5,308
$137 million
Principal
2013
5,370
$126 million
Principal
2012
5,090
$102 million
Principal
2011
5,050
$84.1 million
Principal
2010
4,236
$79.8 million
not listed
2009
4,906
$64.9 million
not listed
If you had money in one of these plans
Call Principal (principal.com), which runs the Samaritan Health Services Tax Sheltered Annuity PL. 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 ((541) 768-6064). 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.