Trinity Health Corporation, Livonia, MI. EIN 35-1443425. Annual reports 2009–2025. Also filed as Trinity Health - Michigan; Trinity Health Michigan; Genesis Health System; Samaritan Hospital.
Trinity Health Corporation has 2 active retirement plans on file. The largest is the Trinity Health 401(k) Retirement Savings Plan, with 13,933 participants and $779 million in assets in 2024. Fidelity has been its recordkeeper since 2020.
Merged. In 2025 its assets moved to the Trinity Health Corporation Erisa 403(b) Retirement Plan (Frozen), sponsored by Trinity Health Corporation (EIN 35-1443425, plan 014). Accounts moved with them, so that plan is the one to contact.
Trinity Health Corporation 20555 Victor Parkway Livonia, MI 48152 (734) 343-1000As filed for 2025
In effect since
November 1, 1995
Earlier sponsor: Genesis Health System (2009–2023).
Earlier plan names: Genesis Matched Savings Plan.
Year by year, 2009 to 2025
Plan year
Participants
Net assets
Recordkeeper
2025
0
$0
Transamerica
2024
6,687
$361 million
Transamerica
2023
6,836
$345 million
Transamerica
2022
6,617
$297 million
Transamerica
2021
6,059
$374 million
Transamerica
2020
7,339
$348 million
Transamerica
2019
6,463
$288 million
Transamerica
2018
6,416
$235 million
Transamerica
2017
6,115
$249 million
Transamerica
2016
5,930
$208 million
Transamerica
2015
5,959
$190 million
Transamerica
2014
7,379
$192 million
Transamerica
2013
6,117
$182 million
Transamerica
2012
5,591
$144 million
Transamerica
2011
4,277
$114 million
Transamerica
2010
3,825
$109 million
Transamerica
2009
5,855
$90.8 million
Transamerica
Genesis Employer Contribution Plan
401(k)Merged
Merged. In 2025 its assets moved to the Trinity Health 401(k) Retirement Savings Plan, sponsored by Trinity Health Corporation (EIN 35-1443425, plan 012). Accounts moved with them, so that plan is the one to contact.
Earlier plan names: Collaborative Laboratory Services Retirement Plan.
Year by year, 2009 to 2025
Plan year
Participants
Net assets
Recordkeeper
2025
0
$0
not listed
2024
0
$12,393
not listed
2023
0
$16,019
not listed
2022
0
$133,875
Usi Consulting Group
2021
8,448
$278 million
Usi Consulting Group
2020
8,810
$358 million
Peter Chang Enterprises
2019
n/a
$385 million
Peter Chang Enterprises
2018
n/a
$362 million
Peter Chang Enterprises
2017
n/a
$324 million
Burke Group
2016
n/a
$307 million
Burke Group
2015
434
$13.4 million
not listed
2014
434
$12.4 million
not listed
2013
438
$13.1 million
not listed
2012
441
$12.6 million
not listed
2011
449
$11.0 million
not listed
2010
450
$9.1 million
Wells Fargo
2009
452
$8.5 million
not listed
Leonard Hospital Group Tax Deferred Annuity Plan
403(b)MergedUnion (multiemployer)
Merged. In 2019 its assets moved to the Trinity Health Erisa Pension Plan, sponsored by Trinity Health Corporation (EIN 35-1443425, plan 021). Accounts moved with them, so that plan is the one to contact.
Plan number
002Employer EIN 35-1443425
Participants (2019)
58
Net assets (2019)
$2.7 million
Last listed recordkeeper
Findley DaviesEarlier: State Street (2013), Transamerica (2009–2012)
Plan administrator
Trinity Health Corporation 20555 Victor Pkwy Livonia, MI 48152 (734) 343-1000As filed for 2019
In effect since
January 1, 1985
Plans merged into this one:The Northeast Health 403(b) Plan (2012); Sisters of Providence Health System 403(b) Retirement Plan (2012); Mercy Behavioral 401(A) Employer Contribution Plan (2010); Mercy Behavioral Health Irc Section 403B Tax Deferred Annuity Plan (2010).
Earlier sponsors: Samaritan Hospital (2009–2011); Catholic Health East (2012–2013).
Earlier plan names: Northeast Health Employer Retirement Plan.
Year by year, 2009 to 2019
Plan year
Participants
Net assets
Recordkeeper
2019
58
$2.7 million
not listed
2016
0
$0
not listed
2015
4,614
$94.5 million
not listed
2014
4,818
$104 million
Findley Davies
2013
5,127
$103 million
State Street
2012
5,440
$91.2 million
Transamerica
2011
5,628
$78.1 million
Transamerica
2010
5,506
$77.0 million
Transamerica
2009
5,402
$68.3 million
Transamerica
Catholic Health East 401(k) Savings Plan
401(k)Merged
Merged. In 2014 its assets moved to the Trinity Health 401(k) Retirement Savings Plan, sponsored by Trinity Health Corporation (EIN 35-1443425, plan 012). Accounts moved with them, so that plan is the one to contact.
Trinity Health Corporation 3805 West Chester Pike, Suite 100 Newtown Square, PA 19073 (610) 355-2182As filed for 2014
In effect since
January 1, 1990
Earlier sponsors: Sisters of Providence Health System (2009–2011); Catholic Health East (2012–2013).
Earlier plan names: Sisters of Providence Health System 401(k) Retirement Plan; Catholic Health East Employee 401(k) Plan for Retirement Savings.
Year by year, 2009 to 2014
Plan year
Participants
Net assets
Recordkeeper
2014
0
$0
not listed
2013
1,216
$32.3 million
not listed
2012
534
$16.6 million
not listed
2011
551
$14.1 million
TIAA
2010
528
$13.6 million
TIAA
2009
388
$11.1 million
TIAA
If you had money in one of these plans
Call Fidelity (fidelity.com), which runs the Trinity Health 401(k) Retirement 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.
Or call the plan administrator listed on the plan below ((734) 343-1000). 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.
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.
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.