Shands Teaching Hospital and Clinics pension plans

Shands Teaching Hospital and Clinics, Inc., Gainesville, FL. EIN 59-1943502. Annual reports 2009–2024. Also filed as Shands Healthcare.

Shands Teaching Hospital and Clinics, Inc. has 3 active retirement plans on file. The largest is the Shands Healthcare Matched Savings Account 403(b), with 15,926 participants and $625 million in assets in 2024.

Active plans: 3
Participants: 38,495
Plan assets: $2.0 billion
Administered by: Lincoln Financial
Plans on file: 4
Industry: Health care

All 4 plans

Active plans first

Shands Healthcare Matched Savings Account 403(b)

403(b)Active

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

Plan number: 003Employer EIN 59-1943502
Participants (2024): 15,926
Net assets (2024): $625 million
Plan administrator: Shands Teaching Hospital and Clinics, Inc.
1329 SW 16TH Street, P O Box 100337
Gainesville, FL 32608
(352) 265-0441As filed for 2024
In effect since: July 1, 2002

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	15,926	$625 million	not listed
2023	15,182	$560 million	not listed
2022	14,378	$480 million	not listed
2021	13,656	$528 million	not listed
2020	13,416	$466 million	not listed
2019	13,468	$413 million	not listed
2018	13,195	$341 million	not listed
2017	12,192	$334 million	not listed
2016	11,178	$280 million	not listed
2015	10,491	$244 million	not listed
2014	11,524	$231 million	not listed
2013	9,883	$207 million	not listed
2012	15,020	$172 million	not listed
2011	10,721	$156 million	not listed
2010	10,158	$139 million	not listed
2009	7,642	$108 million	not listed

Shands Health Care Matched Savings Account 401(A)

Profit-sharing planActive

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

Plan number: 002Employer EIN 59-1943502
Participants (2024): 15,494
Net assets (2024): $487 million
Plan administrator: Shands Teaching Hospital and Clinics, Inc.
1600 SW Archer RD,, P O Box 100337
Gainesville, FL 32610
(352) 265-0441As filed for 2024
In effect since: July 1, 1998

Earlier plan names: Shands Healthcare Matched Savings Account 401(A).

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	15,494	$487 million	not listed
2023	13,501	$421 million	not listed
2022	12,788	$349 million	not listed
2021	12,411	$370 million	not listed
2020	12,247	$317 million	not listed
2019	12,438	$278 million	not listed
2018	12,904	$217 million	not listed
2017	11,106	$201 million	not listed
2016	9,923	$157 million	not listed
2015	9,771	$123 million	not listed
2014	11,383	$101 million	not listed
2013	9,250	$73.6 million	not listed
2012	10,460	$50.5 million	not listed
2011	9,314	$44.0 million	not listed
2010	10,035	$37.5 million	not listed
2009	7,799	$29.5 million	not listed

Shands Healthcare Pension Plan II

Cash balance pension, frozenActive

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

Plan number: 004Employer EIN 59-1943502
Participants (2024): 7,075
Net assets (2024): $936 million
Administered by: Lincoln Financial2018–2024
Plan administrator: Shands Teaching Hospital and Clinics, Inc.
1329 SW 16TH ST., Room 1230, Atn HR
Gainesville, FL 32608
(352) 265-0441As filed for 2024
In effect since: June 1, 2018

Plans merged into this one: Shands Healthcare Pension Plan (2017).

Year by year, 2018 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	7,075	$936 million	Lincoln Financial
2023	7,233	$907 million	Lincoln Financial
2022	7,487	$914 million	Lincoln Financial
2021	7,686	$917 million	Lincoln Financial
2020	7,849	$1.2 billion	Lincoln Financial
2019	8,046	$995 million	Lincoln Financial
2018	8,286	$979 million	Lincoln Financial

Shands Healthcare Pension Plan

Cash balance pension, frozenMerged

Merged. In 2017 its assets moved to the Shands Healthcare Pension Plan II, sponsored by Shands Teaching Hospital and Clinics, Inc. (EIN 59-1943502, plan 004). Accounts moved with them, so that plan is the one to contact.

Plan number: 001Employer EIN 59-1943502
Participants (2016): 10,226
Net assets (2016): $924 million
Administered by: Lincoln Financial2009–2017
Plan administrator: Shands Teaching Hospital and Clinics, Inc.
1329 SW 16TH ST., Room 1230, Atn HR
Gainesville, FL 32608
(352) 265-0441As filed for 2017
In effect since: April 1, 1980

Earlier sponsor: Shands Healthcare (2009–2011).

Year by year, 2009 to 2017

Plan year	Participants	Net assets	Recordkeeper
2017	0	$0	Lincoln Financial
2016	10,226	$924 million	Lincoln Financial
2015	10,451	$851 million	Lincoln Financial
2014	11,607	$922 million	Lincoln Financial
2013	12,235	$925 million	Lincoln Financial
2012	12,439	$810 million	Lincoln Financial
2011	12,650	$703 million	Lincoln Financial
2010	13,054	$712 million	Lincoln Financial
2009	13,383	$532 million	Lincoln Financial

If you had money in one of these plans

Call Lincoln Financial (lincolnfinancial.com), which runs the Shands Healthcare Pension Plan II. 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 ((352) 265-0441). 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.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 4 plans

Shands Healthcare Matched Savings Account 403(b)

Shands Health Care Matched Savings Account 401(A)

Shands Healthcare Pension Plan II

Shands Healthcare Pension Plan

If you had money in one of these plans

What these numbers are

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