Summa Health System 401(k) and pension plans

Summa Health System, Akron, OH. EIN 34-0714755. Annual reports 2009–2016. Also filed as Summa Akron City and ST. Thomas Hospitals.

Summa Health System has no active retirement plan on file. Its last annual report was for 2016. Its Summa Health System Pension Savings Plan was merged into Summa Health 401(k) Retirement Savings Plan in 2016.

Active plans
0
Plans on file
3
Industry
Health care

All 3 plans

Active plans first

Summa Health System Pension Savings Plan

Profit-sharing planMerged

Merged. In 2016 its assets moved to the Summa Health 401(k) Retirement Savings Plan, sponsored by Summa Health (EIN 46-1145832, plan 001). Accounts moved with them, so that plan is the one to contact.

Plan number
011Employer EIN 34-0714755
Participants (2015)
1,859
Net assets (2015)
$12.2 million
Recordkeeper
Fidelity2010–2016
Plan administrator
Summa Health System
1077 Gorge BLVD, Po Box 2090
Akron, OH 44309
(330) 996-8744As filed for 2016
In effect since
January 1, 1993

Earlier sponsor: Summa Akron City and ST. Thomas Hospitals (2009–2014).

Year by year, 2009 to 2016
Plan yearParticipantsNet assetsRecordkeeper
20160$0Fidelity
20151,859$12.2 millionFidelity
20142,193$13.4 millionFidelity
20132,449$13.5 millionFidelity
20122,629$12.4 millionFidelity
20112,735$11.7 millionFidelity
20102,821$12.0 millionFidelity
20092,918$11.1 millionnot listed

Summa/Barberton Hospital Bargaining Unit RTMT Savings Plan

401(k)Merged

Merged. In 2016 its assets moved to the Summa Health 401(k) Retirement Savings Plan, sponsored by Summa Health (EIN 46-1145832, plan 001). Accounts moved with them, so that plan is the one to contact.

Plan number
013Employer EIN 34-0714755
Participants (2015)
11
Net assets (2015)
$149,655
Last listed recordkeeper
Fidelity2009–2014
Plan administrator
Summa Health System
525 E. Market ST
Akron, OH 44309
(330) 379-9291As filed for 2016
In effect since
April 15, 2008
Year by year, 2009 to 2016
Plan yearParticipantsNet assetsRecordkeeper
20160$0not listed
201511$149,655not listed
201416$186,104Fidelity
201341$195,322Fidelity
2012164$377,769Fidelity
2011156$314,270Fidelity
2010182$314,577Fidelity
2009178$262,714Fidelity

Summa Health System Retirement Income Plan and Trust

Pension (defined benefit)Stopped filing

No annual report since the 2009 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
001Employer EIN 34-0714755
Participants (2009)
9,325
Net assets (2009)
$131 million
Plan administrator
Summa Akron City and ST. Thomas Hospitals
P. O. Box 2090
Akron, OH 44309
(330) 996-8523As filed for 2009
In effect since
January 1, 1993

Plans that moved to another employer

PlanNow sponsored bySince
Summa Health 403(b) Retirement Savings PlanSumma Health2015
Summa Health Retirement Income Plan and TrustSumma Health2013

These plans once filed under Summa Health System's tax ID and are now filed by another employer, usually after a sale or spin-off. Accounts moved with them.

If you had money in one of these plans

  1. 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.
  2. 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.
  3. 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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