Union Hospital pension plans

Union Hospital, Inc., Terre Haute, IN. EIN 35-0876396. Annual reports 2009–2024.

Union Hospital, Inc. has one active retirement plan on file, the Union Health 403(b) RETIREMENT Plan, with 5,145 participants and $233 million in assets in 2024. Fidelity has been its recordkeeper since 2022.

Active plans: 1
Participants: 5,145
Plan assets: $233 million
401(k) recordkeeper: Fidelity
Plans on file: 2
Industry: Health care

All 2 plans

Active plans first

Union Health 403(b) RETIREMENT Plan

403(b)Active

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

Plan number: 006Employer EIN 35-0876396
Participants (2024): 5,145
Net assets (2024): $233 million
Recordkeeper: FidelityEarlier: Empower (2021), MassMutual (2017–2020), Empower (2016), MassMutual (2015), OneAmerica (2014), Transamerica (2009–2013)
Plan administrator: Union Hospital, Inc.
1606 North Seventh Street
Terre Haute, IN 47804
(812) 238-7654As filed for 2024
In effect since: August 1, 1997

Earlier plan names: Union Hospital, Inc. Tax Deferred Annuity Plan; Union Hospital 403(b) Retirement Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	5,145	$233 million	Fidelity
2023	4,813	$203 million	Fidelity
2022	4,734	$164 million	Fidelity
2021	4,508	$185 million	Empower
2020	4,415	$152 million	MassMutual
2019	2,996	$131 million	MassMutual
2018	3,029	$106 million	MassMutual
2017	3,086	$115 million	MassMutual
2016	2,895	$87.6 million	Empower
2015	3,081	$77.2 million	MassMutual
2014	3,014	$79.2 million	OneAmerica
2013	3,157	$74.0 million	Transamerica
2012	3,006	$56.9 million	Transamerica
2011	2,828	$44.9 million	Transamerica
2010	2,537	$38.9 million	Transamerica
2009	1,304	$28.3 million	Transamerica

Union Hospital, Inc. Retirement Income Plan

Pension (defined benefit), frozenClosedUnion (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: 001Employer EIN 35-0876396
Participants (2017): 4
Net assets (2017): $0
Plan administrator: Union Hospital, Inc.
1606 North Seventh Street
Terre Haute, IN 47804
(812) 238-7000As filed for 2018
In effect since: September 1, 1973

Year by year, 2009 to 2018

Plan year	Participants	Net assets	Recordkeeper
2018	0	$0	not listed
2017	4	$0	not listed
2016	1,832	$95.0 million	not listed
2015	1,893	$94.9 million	not listed
2014	2,086	$99.4 million	not listed
2013	2,520	$106 million	not listed
2012	2,589	$94.7 million	not listed
2011	2,645	$82.5 million	not listed
2010	2,738	$78.3 million	not listed
2009	2,813	$65.5 million	not listed

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Union Health 403(b) RETIREMENT 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 ((812) 238-7654). That number was filed for 2024; ask for the benefits or retirement plan office.
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

Union Health 403(b) RETIREMENT Plan

Union Hospital, Inc. Retirement Income Plan

If you had money in one of these plans

What these numbers are

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