401k Lookup

University of Alabama Health Services Foundation, PC pension plans

University of Alabama Health Services Foundation, PC, Birmingham, AL. EIN 63-0649108. Annual reports 2009–2024. Also filed as University of Alabama Health Services Foundation, P.C.

University of Alabama Health Services Foundation, PC has 2 active retirement plans on file. The largest is the University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan, with 9,099 participants and $1.6 billion in assets in 2024. TIAA has been its recordkeeper since 2014.

Active plans
2
Participants
9,259
Plan assets
$1.6 billion
401(k) recordkeeper
TIAA
Plans on file
2
Industry
Health care

All 2 plans

Active plans first

University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan

403(b)Active

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

Plan number
002Employer EIN 63-0649108
Participants (2024)
9,099
Net assets (2024)
$1.6 billion
Recordkeeper
TIAAEarlier: Fidelity (2013), TIAA (2012), Transamerica (2009–2011)
Plan administrator
University of Alabama Health Services Foundation, PC
500 22ND Street South, Suite 500
Birmingham, AL 35233
(205) 731-9262As filed for 2024
In effect since
January 1, 1976
Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20249,099$1.6 billionTIAA
20238,713$1.4 billionTIAA
20228,250$1.2 billionTIAA
20217,884$1.3 billionTIAA
20207,260$1.2 billionTIAA
20196,902$1.0 billionTIAA
20186,517$845 millionTIAA
20176,266$875 millionTIAA
20166,079$753 millionTIAA
20155,851$699 millionTIAA
20145,673$677 millionTIAA
20135,401$629 millionFidelity
20125,266$536 millionTIAA
20117,720$475 millionTransamerica
20105,200$465 millionTransamerica
20094,621$435 millionTransamerica

University of Alabama Health Services Foundation, P.C. Retirement Plan for Select Employees

Pension (defined benefit)Active

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

Plan number
004Employer EIN 63-0649108
Participants (2024)
160
Net assets (2024)
$22.2 million
Plan administrator
University of Alabama Health Services Foundation, P.C.
500 22ND Street South, Suite 500
Birmingham, AL 35233
(205) 731-9633As filed for 2024
In effect since
January 1, 2005
Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
2024160$22.2 millionnot listed
2023166$21.8 millionnot listed
2022170$19.8 millionnot listed
2021173$23.7 millionnot listed
2020176$21.4 millionnot listed
2019179$20.1 millionnot listed
2018181$17.4 millionnot listed
2017181$17.8 millionnot listed
2016175$14.7 millionnot listed
2015176$13.7 millionnot listed
2014177$13.6 millionnot listed
2013181$12.7 millionnot listed
2012175$10.8 millionnot listed
2011182$10.3 millionnot listed
2010184$9.9 millionnot listed
2009184$9.5 millionnot listed

If you had money in one of these plans

  1. Call TIAA (tiaa.org), which runs the University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity 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 ((205) 731-9262). That number was filed for 2024; ask for the benefits or retirement plan office.
  3. 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.

Other health care employers in AL