UPMC Western Maryland pension plans

UPMC Western Maryland Corporation, Cumberland, MD. EIN 52-0591531. Annual reports 2009–2024. Also filed as Western Maryland Health System, Inc.; Western Maryland Health System Corporation; UPMC Western Maryland.

UPMC Western Maryland Corporation has one active retirement plan on file, the UPMC Western Maryland 403(b) Savings Plan, with 1,708 participants and $81.6 million in assets in 2024. Principal has been its recordkeeper since 2009.

Active plans
1
Participants
1,708
Plan assets
$81.6 million
401(k) recordkeeper
Principal
Plans on file
2
Industry
Health care

All 2 plans

Active plans first

UPMC Western Maryland 403(b) Savings Plan

403(b)Active

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

Plan number
002Employer EIN 52-0591531
Participants (2024)
1,708
Net assets (2024)
$81.6 million
Recordkeeper
Principal2009–2024
Plan administrator
UPMC Western Maryland Corporation
12500 Willowbrook RD
Cumberland, MD 21502
(240) 964-8150As filed for 2024
In effect since
November 1, 1962

Earlier sponsor: Western Maryland Health System, Inc. (2009–2018).

Earlier plan names: Western Maryland Health System 403(b) Savings Plan.

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20241,708$81.6 millionPrincipal
20231,543$83.2 millionPrincipal
20221,725$82.2 millionPrincipal
20212,238$110 millionPrincipal
20202,521$136 millionPrincipal
20192,594$119 millionPrincipal
20182,592$94.5 millionPrincipal
20172,191$91.8 millionPrincipal
20162,107$76.7 millionPrincipal
20152,076$70.0 millionPrincipal
20142,148$68.3 millionPrincipal
20132,261$67.1 millionPrincipal
20122,201$57.8 millionPrincipal
20112,246$49.0 millionPrincipal
20102,216$43.6 millionPrincipal
20092,364$39.3 millionPrincipal

UPMC Western Maryland Retirement Plan

Pension (defined benefit)Merged

Merged. In 2020 its assets moved to the UPMC Basic Retirement Plan, sponsored by UPMC (EIN 25-1423657, plan 333). Accounts moved with them, so that plan is the one to contact.

Plan number
001Employer EIN 52-0591531
Participants (2019)
2,776
Net assets (2019)
$302 million
Administered by
PrincipalEarlier: Cbiz Financial Solutions (2011)
Plan administrator
UPMC Western Maryland Corporation
12500 Willowbrook RD
Cumberland, MD 21502
(240) 964-7000As filed for 2020
In effect since
April 10, 1996

Earlier sponsor: Western Maryland Health System Corporation (2009–2018).

Earlier plan names: Western Maryland Health System, Inc. Retirement Plan; Western Maryland Health System Retirement Plan.

Year by year, 2009 to 2020
Plan yearParticipantsNet assetsRecordkeeper
20200$0Principal
20192,776$302 millionPrincipal
20182,799$236 millionPrincipal
20172,828$251 millionPrincipal
20163,107$225 millionPrincipal
20153,138$207 millionPrincipal
20143,220$189 millionPrincipal
20133,301$177 millionPrincipal
20123,371$161 millionPrincipal
20113,355$145 millionCbiz Financial Solutions
20103,316$140 millionnot listed
20093,260$129 millionnot listed

If you had money in one of these plans

  1. Call Principal (principal.com), which runs the UPMC Western Maryland 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 ((240) 964-8150). 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. 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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