Susquehanna Health System 401(k) and pension plans
Susquehanna Health System, Williamsport, PA. EIN 23-2751183. Annual reports 2009–2024. Also filed as Laurel Health System.
Susquehanna Health System has one active retirement plan on file, the SHS 403B Plan, with 2,068 participants and $168 million in assets in 2024. Transamerica has been its recordkeeper since 2010.
Susquehanna Health System 700 High Street Williamsport, PA 17701 (570) 321-2451As filed for 2024
In effect since
January 1, 1996
Plans merged into this one: Laurel Health System Tax Deferred Annuity 403(b) P (2013).
Earlier plan names: SHS 403(b) Plan.
Year by year, 2009 to 2024
Plan year
Participants
Net assets
Recordkeeper
2024
2,068
$168 million
Transamerica
2023
3,088
$174 million
Transamerica
2022
2,432
$171 million
Transamerica
2021
2,663
$231 million
Transamerica
2020
2,928
$234 million
Transamerica
2019
3,417
$234 million
Transamerica
2018
5,203
$226 million
Transamerica
2017
5,473
$335 million
Transamerica
2016
4,865
$286 million
Transamerica
2015
4,846
$258 million
Transamerica
2014
4,850
$168 million
Transamerica
2013
3,418
$107 million
Transamerica
2012
3,309
$89.6 million
Transamerica
2011
3,236
$76.8 million
Transamerica
2010
3,448
$74.4 million
Transamerica
2009
2,628
$63.2 million
Prudential
Susquehanna Health System 401(k) Retirement Plan
401(k)MergedUnion (multiemployer)
Merged. In 2020 its assets moved to the UPMC 401(A) Retirement Savings Plan, sponsored by UPMC (EIN 25-1423657, plan 335). Accounts moved with them, so that plan is the one to contact.
Plan number
003Employer EIN 23-2751183
Participants (2019)
11
Net assets (2019)
$231,191
Plan administrator
Susquehanna Health System 700 High Street Williamsport, PA 17701 (570) 321-2451As filed for 2020
In effect since
January 1, 1996
Earlier plan names: Susquehanna Health System 401K Retirement Plan.
Year by year, 2009 to 2020
Plan year
Participants
Net assets
Recordkeeper
2020
0
$0
not listed
2019
11
$231,191
not listed
2018
64
$2.9 million
not listed
2017
81
$3.3 million
not listed
2016
33
$2.8 million
not listed
2015
72
$2.6 million
not listed
2014
74
$1.7 million
not listed
2013
74
$1.7 million
not listed
2012
98
$1.5 million
not listed
2011
107
$1.3 million
not listed
2010
106
$1.8 million
not listed
2009
55
$1.7 million
not listed
Laurel Health System Pension Plan
Cash balance pension, frozenMerged
Merged. In 2017 its assets moved to the UPMC Basic Retirement Plan, sponsored by UPMC (EIN 25-1423657, plan 333). Accounts moved with them, so that plan is the one to contact.
Susquehanna Health System 700 High Street Williamsport, PA 17701 (570) 321-2443As filed for 2017
In effect since
June 1, 1967
Earlier sponsor: Laurel Health System (2012).
Earlier plan names: Susquehanna Health System Retirement Income Plan.
Year by year, 2009 to 2017
Plan year
Participants
Net assets
Recordkeeper
2017
0
$0
Citizens & Northern Bank
2016
1,063
$26.9 million
Citizens & Northern Bank
2015
1,071
$19.8 million
Citizens & Northern Bank
2014
3,028
$109 million
Transamerica
2013
3,616
$111 million
Transamerica
2012
1,125
$16.1 million
Citizens & Northern Bank
2011
3,524
$81.5 million
Transamerica
2010
3,149
$80.1 million
Transamerica
2009
3,372
$66.8 million
not listed
If you had money in one of these plans
Call Transamerica (transamerica.com), which runs the SHS 403B 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 ((570) 321-2451). 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.