Thedacare pension plans

Thedacare Inc., Neenah, WI. EIN 39-1509362. Annual reports 2009–2024. Also filed as Thedacare; Thedacare, Inc.; Thedacare Inc; Community Health Network.

Thedacare Inc. has one active retirement plan on file, the Thedacare Retirement and 403(b) Savings Plan, with 8,797 participants and $838 million in assets in 2024. Transamerica has been its recordkeeper since 2009.

Active plans
1
Participants
8,797
Plan assets
$838 million
401(k) recordkeeper
Transamerica
Plans on file
10
Industry
Health care

All 10 plans

Active plans first

Thedacare Retirement and 403(b) Savings Plan

403(b)Active

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

Plan number
003Employer EIN 39-1509362
Participants (2024)
8,797
Net assets (2024)
$838 million
Recordkeeper
Transamerica2009–2024
Plan administrator
Thedacare Inc.
3 Neenah Center, 101 N. Commercial Street
Neenah, WI 54956
(920) 830-5800As filed for 2024
In effect since
January 1, 2004

Earlier plan names: Thedacare Inc. 403(b) Retirement Savings Plan; Thedacare Inc. Retirement and 403(b) Savings Plan.

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20248,797$838 millionTransamerica
20238,645$741 millionTransamerica
20228,502$637 millionTransamerica
20218,780$791 millionTransamerica
20208,262$713 millionTransamerica
20198,086$621 millionTransamerica
20188,106$507 millionTransamerica
20178,019$539 millionTransamerica
20167,804$441 millionTransamerica
20159,226$392 millionTransamerica
20147,743$353 millionTransamerica
20137,450$304 millionTransamerica
20127,315$221 millionTransamerica
20117,013$165 millionTransamerica
20106,435$131 millionTransamerica
20095,611$80.7 millionTransamerica

Thedacare, Inc. Pension Plan

Cash balance pension, frozenClosed

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
001Employer EIN 39-1509362
Participants (2022)
2,903
Net assets (2022)
$154 million
Administered by
Transamerica2010–2023
Plan administrator
Thedacare Inc.
3 Neenah Center, 6TH Floor
Neenah, WI 54956
(920) 735-5560As filed for 2023
In effect since
May 1, 1969

Earlier plan names: Thedacare Pension Plan.

Year by year, 2009 to 2023
Plan yearParticipantsNet assetsRecordkeeper
20230$0Transamerica
20222,903$154 millionTransamerica
20213,140$237 millionTransamerica
20203,304$237 millionTransamerica
20193,449$215 millionTransamerica
20183,598$176 millionTransamerica
20173,746$207 millionTransamerica
20163,966$196 millionTransamerica
20154,473$203 millionTransamerica
20144,614$218 millionTransamerica
20134,948$216 millionTransamerica
20125,176$227 millionTransamerica
20115,423$217 millionTransamerica
20105,757$207 millionTransamerica
20096,060$191 millionnot listed

Thedacare, Inc. Money Purchase Plan

Money purchase pensionClosed

Closed. The plan filed its final annual report for 2019, which means its assets were paid out or moved and it no longer exists.

Plan number
004Employer EIN 39-1509362
Participants (2018)
453
Net assets (2018)
$10.4 million
Recordkeeper
Transamerica2009–2019
Plan administrator
Thedacare Inc.
122 East College Avenue
Appleton, WI 54912
(920) 830-5822As filed for 2019
In effect since
January 1, 1979

Plans merged into this one: Riverside Medical Center Retirement Plan (2013).

Year by year, 2009 to 2019
Plan yearParticipantsNet assetsRecordkeeper
20190$0Transamerica
2018453$10.4 millionTransamerica
2017419$12.9 millionTransamerica
2016453$12.5 millionTransamerica
2015483$12.9 millionTransamerica
2014511$13.7 millionTransamerica
2013619$14.2 millionTransamerica
2012375$7.7 millionTransamerica
2011396$7.5 millionTransamerica
2010128$2.7 millionTransamerica
2009133$2.6 millionTransamerica

Community Health Network 403(b) Tax Deferred Annuity Plan

403(b)Closed

Closed. The plan filed its final annual report for 2018, which means its assets were paid out or moved and it no longer exists.

Plan number
009Employer EIN 39-1509362
Participants (2017)
427
Net assets (2017)
$21.0 million
Last listed recordkeeper
Lincoln Financial2009–2013
Plan administrator
Thedacare, Inc.
122 East College Avenue
Appleton, WI 54912
(920) 830-5800As filed for 2018
In effect since
May 1, 1966

Earlier sponsor: Community Health Network (2009–2013).

Earlier plan names: Community Health Network.

Year by year, 2009 to 2018
Plan yearParticipantsNet assetsRecordkeeper
20180$0not listed
2017427$21.0 millionnot listed
2016473$23.5 millionnot listed
2015525$24.2 millionnot listed
2014898$28.3 millionnot listed
2013871$26.8 millionLincoln Financial
2012755$24.2 millionLincoln Financial
2011741$21.6 millionLincoln Financial
2010718$20.5 millionnot listed
2009701$18.3 millionLincoln Financial

Community Health Network Retirement Plan

Defined contribution planClosed

Closed. The plan filed its final annual report for 2018, which means its assets were paid out or moved and it no longer exists.

Plan number
008Employer EIN 39-1509362
Participants (2017)
456
Net assets (2017)
$14.4 million
Plan administrator
Thedacare, Inc.
122 East College Avenue
Appleton, WI 54912
(920) 830-5800As filed for 2018
In effect since
May 1, 1966

Earlier sponsor: Community Health Network (2009–2013).

Year by year, 2009 to 2018
Plan yearParticipantsNet assetsRecordkeeper
20180$0not listed
2017456$14.4 millionnot listed
2016488$15.1 millionnot listed
2015504$14.9 millionnot listed
2014742$15.9 millionnot listed
2013686$15.5 millionnot listed
2012697$14.5 millionnot listed
2011672$13.0 millionnot listed
2010641$12.5 millionnot listed
2009612$11.2 millionnot listed

Wild Rose Community Memorial Hospital, Inc. 403(b) Tda Plan

403(b)ClosedUnion (multiemployer)

Closed. The plan filed its final annual report for 2018, which means its assets were paid out or moved and it no longer exists.

Plan number
010Employer EIN 39-1509362
Participants (2017)
82
Net assets (2017)
$2.7 million
Plan administrator
Thedacare
122 E College Ave, Po Box 8025
Appleton, WI 54912
(920) 830-5800As filed for 2018
In effect since
July 1, 1976

Earlier sponsor: Wild Rose Community Memorial Hospital, Inc. (2009–2013).

Earlier plan names: Wild Rose Community Memorial Hospital, Inc. 403(b) Tax Deffered Annuity Plan.

Year by year, 2009 to 2018
Plan yearParticipantsNet assetsRecordkeeper
20180$0not listed
201782$2.7 millionnot listed
201697$2.9 millionnot listed
2015117$3.0 millionnot listed
2014192$3.2 millionnot listed
2013191$3.5 millionnot listed
2012194$2.8 millionnot listed
2011183$2.4 millionnot listed
2010184$2.2 millionnot listed
2009124$1.7 millionnot listed

Riverside Medical Center 403(b) Tax Deferred Annuity Plan

403(b)Closed

Closed. The plan filed its final annual report for 2018, which means its assets were paid out or moved and it no longer exists.

Plan number
006Employer EIN 39-1509362
Participants (2017)
112
Net assets (2017)
$6.3 million
Plan administrator
Thedacare Inc
Po Box 8025, 122 E College Ave
Appleton, WI 54912
(920) 830-5800As filed for 2018
In effect since
February 1, 1966
Year by year, 2009 to 2018
Plan yearParticipantsNet assetsRecordkeeper
20180$0not listed
2017112$6.3 millionnot listed
2016124$6.9 millionnot listed
2015138$6.7 millionnot listed
2014151$7.4 millionnot listed
2013161$7.6 millionnot listed
2012173$7.0 millionnot listed
2011189$6.9 millionnot listed
2010206$7.3 millionnot listed
2009232$7.0 millionnot listed

New London Family Medical Center Tax Deferred Annuity Plan

403(b)ClosedUnion (multiemployer)

Closed. The plan filed its final annual report for 2016, which means its assets were paid out or moved and it no longer exists.

Plan number
002Employer EIN 39-1509362
Participants (2015)
67
Net assets (2015)
$2.2 million
Plan administrator
Thedacare Inc
Po Box 8025, 122 E College Ave
Appleton, WI 54912
(920) 735-5560As filed for 2016
In effect since
January 1, 1975

Earlier sponsor: New London Family Medical Center (2009).

Year by year, 2009 to 2016
Plan yearParticipantsNet assetsRecordkeeper
20160$0not listed
201567$2.2 millionnot listed
201471$2.2 millionnot listed
201381$2.3 millionnot listed
201286$2.2 millionnot listed
201191$2.1 millionnot listed
201099$2.1 millionnot listed
2009110$1.9 millionnot listed

Shawano Medical Center 403(b) Plan

403(b)ClosedUnion (multiemployer)

Closed. The plan filed its final annual report for 2016, which means its assets were paid out or moved and it no longer exists.

Plan number
007Employer EIN 39-1509362
Participants (2015)
53
Net assets (2015)
$1.5 million
Plan administrator
Thedacare, Inc.
122 E College Ave
Appleton, WI 54912
(920) 830-5800As filed for 2016
In effect since
July 1, 1976

Earlier sponsor: Shawano Medical Center (2009).

Year by year, 2009 to 2016
Plan yearParticipantsNet assetsRecordkeeper
20160$0not listed
201553$1.5 millionnot listed
201460$1.6 millionnot listed
201362$1.6 millionnot listed
2012292$9.9 millionnot listed
2011435$9.4 millionnot listed
2010457$9.9 millionnot listed
2009481$8.5 millionnot listed

Riverside Medical Center Retirement Plan

Money purchase pensionMerged

Merged. In 2013 its assets moved to the Thedacare, Inc. Money Purchase Plan, sponsored by Thedacare Inc. (EIN 39-1509362, plan 004). Accounts moved with them, so that plan is the one to contact.

Plan number
005Employer EIN 39-1509362
Participants (2012)
277
Net assets (2012)
$5.6 million
Recordkeeper
Principal2009–2013
Plan administrator
Thedacare
122 E. College Ave
Appleton, WI 54911
(920) 830-5800As filed for 2013
In effect since
January 1, 1981
Year by year, 2009 to 2013
Plan yearParticipantsNet assetsRecordkeeper
20130$0Principal
2012277$5.6 millionPrincipal
2011285$5.1 millionPrincipal
2010298$5.5 millionPrincipal
2009328$4.9 millionPrincipal

If you had money in one of these plans

  1. Call Transamerica (transamerica.com), which runs the Thedacare Retirement and 403(b) Savings 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 ((920) 830-5800). That number was filed for 2024; ask for the benefits or retirement plan office.
  3. 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.
  4. 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.
  5. 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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