Upper Valley Medical Center 401(k) and pension plans
Upper Valley Medical Center, Troy, OH. EIN 34-1850683. Annual reports 2009–2020. Also filed as Uvmc.
Upper Valley Medical Center has no active retirement plan on file. Its last annual report was for 2020. Its Upper Valley Medical Centers Tax Deferred Annuity Plan was merged into Employee Retirement Savings Plan - Premier Health Partners in 2020.
Active plans
0
Plans on file
4
Industry
Health care
All 4 plans
Active plans first
Upper Valley Medical Centers Tax Deferred Annuity Plan
403(b)Merged
Merged. In 2020 its assets moved to the Employee Retirement Savings Plan - Premier Health Partners, sponsored by Premier Health Partners (EIN 31-1446699, plan 002). Accounts moved with them, so that plan is the one to contact.
Upper Valley Medical Center 3130 North Dixie Highway Troy, OH 45373 (937) 440-4000As filed for 2020
In effect since
April 4, 1993
Earlier plan names: Upper Valley Medical Centers Tax Deferred Annuity Plan and Shared Savings Plan.
Year by year, 2009 to 2020
Plan year
Participants
Net assets
Recordkeeper
2020
0
$0
Fidelity
2019
192
$5.2 million
Fidelity
2018
352
$5.6 million
not listed
2017
362
$7.6 million
not listed
2016
384
$7.2 million
not listed
2015
411
$7.7 million
not listed
2014
423
$8.2 million
Voya
2013
439
$8.2 million
Voya
2012
462
$7.3 million
Voya
2011
422
$7.0 million
Voya
2010
456
$7.6 million
Voya
2009
1,516
$7.8 million
Voya
Uvmc 401(k) Savings Plan
401(k)Merged
Merged. In 2018 its assets moved to the Medamerica Heath Systems Corporation 401(k) Savings and Investment Plan, sponsored by Medamerica Health Systems Corporation (EIN 31-1040228, plan 003). Accounts moved with them, so that plan is the one to contact.
Upper Valley Medical Center Amended and Restated Retirement Plan
Pension (defined benefit)Merged
Merged. In 2012 its assets moved to the Medamerica Health Systems Corporation Employees Retirement Plan, sponsored by Premier Health Partners (EIN 31-1040228, plan 001). Accounts moved with them, so that plan is the one to contact.
Plan number
001Employer EIN 34-1850683
Participants (2011)
1,857
Net assets (2011)
$55.4 million
Plan administrator
Upper Valley Medical Center 3130 North Dixie Highway Troy, OH 45373 (937) 440-4000As filed for 2012
In effect since
January 1, 1987
Year by year, 2009 to 2012
Plan year
Participants
Net assets
Recordkeeper
2012
0
$0
not listed
2011
1,857
$55.4 million
not listed
2010
1,889
$53.2 million
not listed
2009
2,019
$47.0 million
not listed
Uvmc Self Directed Retirement Plan
Money purchase pensionMerged
Merged. In 2011 its assets moved to the Uvmc 401(k) Savings Plan, sponsored by Upper Valley Medical Center (EIN 34-1850683, plan 004). Accounts moved with them, so that plan is the one to contact.
Upper Valley Medical Center 3130 N Dixie Highway Troy, OH 45373 (937) 440-4000As filed for 2011
In effect since
January 1, 2001
Year by year, 2009 to 2011
Plan year
Participants
Net assets
Recordkeeper
2011
0
$0
Voya
2010
1,151
$12.6 million
Voya
2009
1,359
$10.8 million
Voya
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.
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.