Vitalant 401(k) and pension plans

Vitalant, Scottsdale, AZ. EIN 86-0098929. Annual reports 2009–2024. Also filed as Blood Systems, Inc.

Vitalant has 2 active retirement plans on file. The largest is the Vitalant 401(k) Retirement Savings Plan, with 5,734 participants and $429 million in assets in 2024. Fidelity is its recordkeeper.

Active plans: 2
Participants: 8,705
Plan assets: $612 million
401(k) recordkeeper: Fidelity
Plans on file: 4
Industry: Health care

All 4 plans

Active plans first

Vitalant 401(k) Retirement Savings Plan

401(k)Active

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

Plan number: 002Employer EIN 86-0098929
Participants (2024): 5,734
Net assets (2024): $429 million
Recordkeeper: FidelityEarlier: Transamerica (2009–2023)
Plan administrator: Vitalant
9305 E Via de Ventura
Scottsdale, AZ 85258
(480) 675-5567As filed for 2024
In effect since: January 1, 2019

Earlier sponsor: Blood Systems, Inc. (2009–2018).

Earlier plan names: Blood Systems, Inc 401(k) Retirement Savings Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	5,734	$429 million	Fidelity
2023	6,310	$376 million	Transamerica
2022	6,598	$322 million	Transamerica
2021	6,906	$376 million	Transamerica
2020	7,014	$325 million	Transamerica
2019	7,144	$286 million	Transamerica
2018	7,012	$213 million	Transamerica
2017	5,818	$216 million	Transamerica
2016	4,339	$154 million	Transamerica
2015	3,841	$118 million	Transamerica
2014	3,423	$115 million	Transamerica
2013	3,366	$103 million	Transamerica
2012	3,141	$77.7 million	Transamerica
2011	3,215	$62.4 million	Transamerica
2010	3,310	$57.9 million	Transamerica
2009	3,589	$45.4 million	Transamerica

Consolidated Retirement Plan of Vitalant

Cash balance pension, frozenActive

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

Plan number: 010Employer EIN 86-0098929
Participants (2024): 2,971
Net assets (2024): $184 million
Administered by: BNY MellonEarlier: Transamerica (2017)
Plan administrator: Vitalant
9305 E. Via de Ventura
Scottsdale, AZ 85258
(480) 675-5567As filed for 2024
In effect since: February 1, 1975

Plans merged into this one: Blood Systems, Inc. Pension Plan (2017); Retirement Plan of the Institute for Transfusion Medicine and Affiliated Employers (2017).

Year by year, 2017 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	2,971	$184 million	BNY Mellon
2023	3,018	$184 million	BNY Mellon
2022	3,366	$181 million	BNY Mellon
2021	3,421	$183 million	BNY Mellon
2020	3,464	$219 million	BNY Mellon
2019	3,902	$218 million	BNY Mellon
2017	4,010	$189 million	Transamerica

Blood Systems, Inc. Pension Plan

Pension (defined benefit), frozenMerged

Merged. In 2017 its assets moved to the Blood Centers of the Pacific Pension Plan, sponsored by Vitalant (EIN 86-0098929, plan 010). Accounts moved with them, so that plan is the one to contact.

Plan number: 001Employer EIN 86-0098929
Participants (2016): 2,905
Net assets (2016): $136 million
Administered by: Transamerica2009–2017
Plan administrator: Blood Systems, Inc.
6210 E Oak Street
Scottsdale, AZ 85257
(480) 675-5567As filed for 2017
In effect since: January 1, 1979

Year by year, 2009 to 2017

Plan year	Participants	Net assets	Recordkeeper
2017	0	$0	Transamerica
2016	2,905	$136 million	Transamerica
2015	2,922	$132 million	Transamerica
2014	2,944	$141 million	Transamerica
2013	3,007	$133 million	Transamerica
2012	3,774	$132 million	Transamerica
2011	3,984	$110 million	Transamerica
2010	3,995	$105 million	Transamerica
2009	4,008	$88.7 million	Transamerica

Blood Systems, Inc. 403(b) Plan

403(b)Closed

Closed. The plan filed its final annual report for 2013, which means its assets were paid out or moved and it no longer exists.

Plan number: 003Employer EIN 86-0098929
Participants (2012): 2,480
Net assets (2012): $2.7 million
Recordkeeper: Transamerica2009–2013
Plan administrator: Blood Systems, Inc.
6210 E Oak ST
Scottsdale, AZ 85257
(480) 675-5600As filed for 2013
In effect since: January 1, 2003

Year by year, 2009 to 2013

Plan year	Participants	Net assets	Recordkeeper
2013	0	$0	Transamerica
2012	2,480	$2.7 million	Transamerica
2011	2,788	$2.3 million	Transamerica
2010	2,952	$2.4 million	Transamerica
2009	3,250	$1.9 million	Transamerica

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Vitalant 401(k) Retirement 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.
Or call the plan administrator listed on the plan below ((480) 675-5567). That number was filed for 2024; ask for the benefits or retirement plan office.
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.