Sisters of Charity of Leavenworth Health System 401(k) and pension plans

Sisters of Charity of Leavenworth Health System, Broomfield, CO. EIN 23-7379161. Annual reports 2009–2022. Also filed as Exempla Inc.; SCL Health - Front Range, Inc.; Sisters of Charity of Leavenworth Health System, Inc.

Sisters of Charity of Leavenworth Health System has no active retirement plan on file. Its last annual report was for 2022. Its SCL Health Defined Contribution Plan was merged into SCL Health 401(k) Retirement Savings Plan in 2020.

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

All 4 plans

Active plans first

SCL Health 401(k) Retirement Savings Plan

401(k)Stopped filing

No annual report since the 2022 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: 010Employer EIN 23-7379161
Participants (2022): 19,753
Net assets (2022): $1.5 billion
Recordkeeper: Fidelity2018–2022
Plan administrator: Sisters of Charity of Leavenworth Health System
500 Eldorado BLVD., BLDG. 4, Suite 4200
Broomfield, CO 80021
(303) 813-5000As filed for 2022
In effect since: April 8, 2018

Plans merged into this one: SCL Health Defined Contribution Plan (2020).

Year by year, 2018 to 2022

Plan year	Participants	Net assets	Recordkeeper
2022	19,753	$1.5 billion	Fidelity
2021	19,345	$1.8 billion	Fidelity
2020	17,745	$877 million	Fidelity
2019	29,215	$711 million	Fidelity
2018	1,321	$8.9 million	Fidelity

SCL Health Consolidated Retirement Plan

Pension (defined benefit), frozenClosed

Closed. The plan filed its final annual report for 2022, which means its assets were paid out or moved and it no longer exists.

Plan number: 005Employer EIN 23-7379161
Participants (2021): 3,013
Net assets (2021): $215 million
Administered by: AonEarlier: Alight (2014–2017)
Plan administrator: Sisters of Charity of Leavenworth Health System, Inc.
500 Eldorado BLVD., BLDG. 4, Suite 4200
Broomfield, CO 80021
(303) 813-5000As filed for 2022
In effect since: January 1, 1976

Earlier sponsors: Exempla Inc. (2009–2012); SCL Health - Front Range, Inc. (2013–2014).

Earlier plan names: Retirement Plan for Employees of the Former Lutheran Medical Center.

Year by year, 2009 to 2022

Plan year	Participants	Net assets	Recordkeeper
2022	0	$0	Aon
2021	3,013	$215 million	Aon
2020	3,053	$211 million	Aon
2019	4,999	$333 million	Aon
2018	5,422	$321 million	Aon
2017	5,522	$347 million	Alight
2016	5,624	$329 million	Alight
2015	6,033	$341 million	Alight
2014	1,907	$49.7 million	Alight
2013	1,926	$50.0 million	not listed
2012	1,944	$44.7 million	not listed
2011	1,964	$43.8 million	not listed
2010	1,987	$46.3 million	not listed
2009	2,019	$38.0 million	not listed

SCL Health Retirement Savings Plan

403(b)Closed

Closed. The plan filed its final annual report for 2022, which means its assets were paid out or moved and it no longer exists.

Plan number: 006Employer EIN 23-7379161
Participants (2021): 145
Net assets (2021): $4.1 million
Recordkeeper: Fidelity2016–2021
Plan administrator: Sisters of Charity of Leavenworth Health System, Inc.
500 Eldorado BLVD., BLDG. 4, Suite 4200
Broomfield, CO 80021
(303) 813-5000As filed for 2022
In effect since: January 1, 1998

Year by year, 2016 to 2022

Plan year	Participants	Net assets	Recordkeeper
2022	0	$0	not listed
2021	145	$4.1 million	Fidelity
2020	11,787	$845 million	Fidelity
2019	13,128	$836 million	Fidelity
2018	14,417	$737 million	Fidelity
2017	18,972	$801 million	Fidelity
2016	17,475	$669 million	Fidelity

SCL Health Defined Contribution Plan

Profit-sharing planMerged

Merged. In 2020 its assets moved to the SCL Health 401(k) Retirement Savings Plan, sponsored by Sisters of Charity of Leavenworth Health System (EIN 23-7379161, plan 010). Accounts moved with them, so that plan is the one to contact.

Plan number: 007Employer EIN 23-7379161
Participants (2020): 299
Net assets (2020): $3.6 million
Recordkeeper: Fidelity2016–2020
Plan administrator: Sisters of Charity of Leavenworth Health System, Inc.
500 Eldorado BLVD., BLDG. 4, Suite 4200
Broomfield, CO 80021
(303) 813-5000As filed for 2020
In effect since: January 1, 1996

Year by year, 2016 to 2020

Plan year	Participants	Net assets	Recordkeeper
2020	299	$3.6 million	Fidelity
2019	538	$8.0 million	Fidelity
2018	18,751	$560 million	Fidelity
2017	18,299	$613 million	Fidelity
2016	19,075	$533 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.