Sovereign Healthcare Holdings 401(k) plan

Sovereign Healthcare Holdings, LLC, Casselberry, FL. EIN 20-0101170. Annual reports 2009–2024.

Sovereign Healthcare Holdings, LLC has one active retirement plan on file, the Sovereign Healthcare 401(k) Plan, with 4,635 participants and $31.2 million in assets in 2024. Ameritas has been its recordkeeper since 2023. No traditional pension plan appears in Sovereign Healthcare Holdings's filings since 2009.

Active plans: 1
Participants: 4,635
Plan assets: $31.2 million
401(k) recordkeeper: Ameritas
Plans on file: 1
Industry: Health care

The plan

Sovereign Healthcare 401(k) Plan

401(k)Active

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

Plan number: 001Employer EIN 20-0101170
Participants (2024): 4,635
Net assets (2024): $31.2 million
Recordkeeper: AmeritasEarlier: Schwab (2020–2022), Bluestar Retirement Plan Services (2012–2019), Capital Retirement Plan Services (2011), Valic Retirement Services (2009–2010)
Plan administrator: Sovereign Healthcare Holdings, LLC
101 Sunnytown RD, Suite 201
Casselberry, FL 32707
(407) 830-5309As filed for 2024
In effect since: August 4, 2005

Earlier plan names: Sovereign Healthcare 401K.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	4,635	$31.2 million	Ameritas
2023	4,258	$28.2 million	Ameritas
2022	3,970	$23.5 million	Schwab
2021	3,772	$28.4 million	Schwab
2020	4,052	$24.9 million	Schwab
2019	5,133	$21.6 million	Bluestar Retirement Plan Services
2018	5,101	$17.7 million	Bluestar Retirement Plan Services
2017	4,665	$18.3 million	Bluestar Retirement Plan Services
2016	4,784	$15.1 million	Bluestar Retirement Plan Services
2015	4,714	$13.1 million	Bluestar Retirement Plan Services
2014	4,619	$13.1 million	Bluestar Retirement Plan Services
2013	3,580	$11.8 million	Bluestar Retirement Plan Services
2012	3,064	$9.4 million	Bluestar Retirement Plan Services
2011	2,937	$7.6 million	Capital Retirement Plan Services
2010	3,160	$7.2 million	Valic Retirement Services
2009	3,239	$5.7 million	Valic Retirement Services

If you had money in one of these plans

Call Ameritas, which runs the Sovereign Healthcare 401(k) 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 ((407) 830-5309). 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.

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

The plan

Sovereign Healthcare 401(k) Plan

If you had money in one of these plans

What these numbers are

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