Stamford Health pension plans

Stamford Health, Inc., Stamford, CT. EIN 22-2476636. Annual reports 2009–2024. Also filed as Stamford Health System; Stamford Health System Human Resources - Benefits; Stamford Health System, Inc.; Stamford Hospital.

Stamford Health, Inc. has one active retirement plan on file, the Stamford Health System Defined Contribution Retirement Plan, with 5,207 participants and $504 million in assets in 2024. Transamerica has been its recordkeeper since 2009.

Active plans
1
Participants
5,207
Plan assets
$504 million
401(k) recordkeeper
Transamerica
Plans on file
2
Industry
Health care

All 2 plans

Active plans first

Stamford Health System Defined Contribution Retirement Plan

403(b)Active

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

Plan number
006Employer EIN 22-2476636
Participants (2024)
5,207
Net assets (2024)
$504 million
Recordkeeper
Transamerica2009–2024
Plan administrator
Stamford Health, Inc.
One Hospital Plaza, Po Box 9317
Stamford, CT 06904
(203) 276-7215As filed for 2024
In effect since
January 1, 2003

Earlier sponsors: Stamford Health System, Inc. (2009–2013); Stamford Hospital (2014–2015).

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20245,207$504 millionTransamerica
20234,927$429 millionTransamerica
20224,678$343 millionTransamerica
20214,785$385 millionTransamerica
20204,398$328 millionTransamerica
20193,997$276 millionTransamerica
20183,589$193 millionTransamerica
20173,709$195 millionTransamerica
20161,101$159 millionTransamerica
20153,476$145 millionTransamerica
20143,292$136 millionTransamerica
20132,719$121 millionTransamerica
20123,100$93.8 millionTransamerica
20113,061$74.1 millionTransamerica
20102,994$64.1 millionTransamerica
20092,152$46.6 millionTransamerica

Stamford Health System Retirement Income Plan

Pension (defined benefit), frozenClosedUnion (multiemployer)

Closed. The plan filed its final annual report for 2023, which means its assets were paid out or moved and it no longer exists.

Plan number
004Employer EIN 22-2476636
Participants (2022)
1,527
Net assets (2022)
$264 million
Administered by
WTWEarlier: Northern Trust (2009–2015)
Plan administrator
Stamford Health, Inc.
Human Resources- Benefits, One Hospital Plaza Box 9317
Stamford, CT 06904
(203) 276-7000As filed for 2023
In effect since
September 30, 1958

Earlier sponsors: Stamford Health System (2009–2014); Stamford Health System Human Resources - Benefits (2011).

Year by year, 2009 to 2023
Plan yearParticipantsNet assetsRecordkeeper
20230$0not listed
20221,527$264 millionWTW
20211,540$295 millionWTW
20201,545$291 millionWTW
20191,550$206 millionWTW
20181,571$178 millionWTW
20171,577$193 millionWTW
20161,993$186 millionWTW
20152,030$191 millionNorthern Trust
20142,051$203 millionNorthern Trust
20132,063$191 millionNorthern Trust
20122,164$172 millionNorthern Trust
20112,637$175 millionNorthern Trust
20102,643$157 millionNorthern Trust
20092,662$137 millionNorthern Trust

If you had money in one of these plans

  1. Call Transamerica (transamerica.com), which runs the Stamford Health System Defined Contribution Retirement 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.
  2. Or call the plan administrator listed on the plan below ((203) 276-7215). That number was filed for 2024; ask for the benefits or retirement plan office.
  3. 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.
  4. 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

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

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