Trinity Mother Frances Health System 401(k) and retirement plans

Trinity Mother Frances Health System, Tyler, TX. EIN 75-2616975. Annual reports 2009–2019. Also filed as Trinity Clinic.

Trinity Mother Frances Health System has no active retirement plan on file. Its last annual report was for 2019. Its Trinity Mother Frances Hospitals and Clinics 403(b) Retirement Plan was merged into Christus Health Matched Savings Plan in 2019. No traditional pension plan appears in Trinity Mother Frances Health System's filings since 2009.

Active plans: 0
Plans on file: 2
Industry: Health care

All 2 plans

Active plans first

Trinity Mother Frances Hospitals and Clinics 403(b) Retirement Plan

403(b)Merged

Merged. In 2019 its assets moved to the Christus Health Matched Savings Plan (EIN 76-0590551, plan 999). Accounts moved with them, so that plan is the one to contact.

Plan number: 001Employer EIN 75-2616975
Participants (2017): 5,835
Net assets (2017): $177 million
Recordkeeper: Brighthouse Life InsuranceEarlier: Fidelity (2009–2017)
Plan administrator: Trinity Mother Frances Health System
530 S. Beckham
Tyler, TX 75702
(903) 531-4474As filed for 2019
In effect since: January 1, 1998

Plans merged into this one: Mother Frances Hospital 403(b) Tax Deferred Savings Plan (2013).

Earlier sponsor: Trinity Clinic (2009–2012).

Earlier plan names: Trinity Clinic 403(b) Retirement Plan.

Year by year, 2009 to 2019

Plan year	Participants	Net assets	Recordkeeper
2019	0	$0	Brighthouse Life Insurance
2017	5,835	$177 million	Fidelity
2016	5,963	$148 million	Fidelity
2015	5,212	$134 million	Fidelity
2014	4,572	$131 million	Fidelity
2013	4,950	$123 million	Fidelity
2012	356	$36.1 million	Fidelity
2011	339	$28.4 million	Fidelity
2010	299	$26.7 million	Fidelity
2009	293	$20.2 million	Fidelity

Trinity Mother Frances Hospitals and Clinics 401A Retirement Plan

401(k)Closed

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: 003Employer EIN 75-2616975
Participants (2017): 5,632
Net assets (2017): $79.5 million
Recordkeeper: Fidelity2013–2019
Plan administrator: Trinity Mother Frances Health System
530 S. Beckham
Tyler, TX 75702
(903) 531-4474As filed for 2019
In effect since: January 1, 1995

Earlier plan names: Trinity Mother Frances Hospitals and Clinics and Clinics 401A Retirement Plan.

Year by year, 2013 to 2019

Plan year	Participants	Net assets	Recordkeeper
2019	0	$0	Fidelity
2017	5,632	$79.5 million	Fidelity
2016	5,820	$64.7 million	Fidelity
2015	6,224	$56.8 million	Fidelity
2014	5,864	$53.8 million	Fidelity
2013	5,741	$49.6 million	Fidelity

If you had money in one of these plans

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.

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

All 2 plans

Trinity Mother Frances Hospitals and Clinics 403(b) Retirement Plan

Trinity Mother Frances Hospitals and Clinics 401A Retirement Plan

If you had money in one of these plans

What these numbers are

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