Wellmont Health System 401(k) and pension plans

Wellmont Health System, Kingsport, TN. EIN 62-1636465. Annual reports 2009–2024. Also filed as Norton Community Hospital.

Wellmont Health System has one active retirement plan on file, the Wellmont Health System Defined Benefit Plan, with 1,870 participants and $39.7 million in assets in 2024.

Active plans
1
Participants
1,870
Plan assets
$39.7 million
Plans on file
4
Industry
Health care

All 4 plans

Active plans first

Wellmont Health System Defined Benefit Plan

Pension (defined benefit), frozenActive

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

Plan number
012Employer EIN 62-1636465
Participants (2024)
1,870
Net assets (2024)
$39.7 million
Plan administrator
Wellmont Health System
1905 American Way
Kingsport, TN 37660
(423) 230-8200As filed for 2024
In effect since
January 1, 1982
Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20241,870$39.7 millionnot listed
20231,932$39.9 millionnot listed
20221,973$41.4 millionnot listed
20212,039$43.4 millionnot listed
20202,087$55.2 millionnot listed
20192,148$53.7 millionnot listed
20182,196$52.0 millionnot listed
20172,250$50.2 millionnot listed
20162,279$51.7 millionnot listed
20152,334$51.4 millionnot listed
20142,380$44.7 millionnot listed
20132,483$46.3 millionnot listed
20122,483$40.3 millionnot listed
20112,554$36.7 millionnot listed
20092,659$34.4 millionnot listed

NCH 403(b) Retirement Plan

403(b)Merged

Merged. In 2020 its assets moved to the Ballad Health 403(b) Plan, sponsored by Ballad Health (EIN 61-1771290, plan 001). Accounts moved with them, so that plan is the one to contact.

Plan number
003Employer EIN 62-1636465
Participants (2019)
513
Net assets (2019)
$10.9 million
Last listed recordkeeper
Variable Annuity Life Insurance2009–2010
Plan administrator
Wellmont Health System
1019 W. Oakland Avenue, Suite 1
Johnson City, TN 37604
(423) 302-3255As filed for 2020
In effect since
January 1, 1993

Earlier sponsor: Norton Community Hospital (2009–2019).

Earlier plan names: Norton Community Hospital, Inc. 403(b) Matched Retirement Savings Plan.

Year by year, 2009 to 2020
Plan yearParticipantsNet assetsRecordkeeper
20200$0not listed
2019513$10.9 millionnot listed
2018519$10.6 millionnot listed
2017626$10.6 millionnot listed
2016577$10.1 millionnot listed
2015562$9.4 millionnot listed
2014549$9.1 millionnot listed
2013604$8.9 millionnot listed
2012607$8.4 millionnot listed
2011581$7.7 millionnot listed
2010631$7.4 millionVariable Annuity Life Insurance
2009416$6.1 millionVariable Annuity Life Insurance

NCH 401(k) Retirement Plan

401(k)Merged

Merged. In 2020 its assets moved to the Ballad Health 401(k) Plan, sponsored by Ballad Health (EIN 61-1771290, plan 002). Accounts moved with them, so that plan is the one to contact.

Plan number
002Employer EIN 62-1636465
Participants (2019)
399
Net assets (2019)
$18.4 million
Last listed recordkeeper
Variable Annuity Life Insurance2009–2010
Plan administrator
Wellmont Health System
1019 W. Oakland Avenue, Suite 1
Johnson City, TN 37604
(423) 302-3255As filed for 2020
In effect since
January 1, 1993

Earlier sponsor: Norton Community Hospital (2009–2019).

Earlier plan names: Norton Community Hospital 401(k) Plan.

Year by year, 2009 to 2020
Plan yearParticipantsNet assetsRecordkeeper
20200$0not listed
2019399$18.4 millionnot listed
2018407$17.1 millionnot listed
2017414$15.4 millionnot listed
2016439$14.7 millionnot listed
2015436$13.6 millionnot listed
2014415$12.8 millionnot listed
2013451$12.4 millionnot listed
2012448$11.2 millionnot listed
2011486$10.5 millionnot listed
2010418$10.3 millionVariable Annuity Life Insurance
2009416$8.5 millionVariable Annuity Life Insurance

Wellmont Health System 401(A) Retirement Savings Plan

403(b)Merged

Merged. In 2017 its assets moved to the Msha 401(k) Retirement Plan, sponsored by Ballad Health (EIN 62-0476282, plan 004). Accounts moved with them, so that plan is the one to contact.

Plan number
005Employer EIN 62-1636465
Participants (2016)
9,573
Net assets (2016)
$160 million
Recordkeeper
Variable Annuity Life InsuranceEarlier: Valic Retirement Services (2015), Variable Annuity Life Insurance (2014), Valic Retirement Services (2013), Variable Annuity Life Insurance (2012), Fidelity (2009–2011)
Plan administrator
Wellmont Health System
1905 American Way
Kingsport, TN 37660
(423) 230-8200As filed for 2017
In effect since
July 1, 1996
Year by year, 2009 to 2017
Plan yearParticipantsNet assetsRecordkeeper
20170$0Variable Annuity Life Insurance
20169,573$160 millionVariable Annuity Life Insurance
20157,481$144 millionValic Retirement Services
20147,467$144 millionVariable Annuity Life Insurance
20136,892$149 millionValic Retirement Services
20127,079$132 millionVariable Annuity Life Insurance
20117,216$114 millionFidelity
20107,686$112 millionFidelity
20097,250$93.2 millionFidelity

Plans that moved to another employer

PlanNow sponsored bySince
Ballad Health 403(b) PlanBallad Health2018

These plans once filed under Wellmont Health System's tax ID and are now filed by another employer, usually after a sale or spin-off. Accounts moved with them.

If you had money in one of these plans

  1. Or call the plan administrator listed on the plan below ((423) 230-8200). That number was filed for 2024; ask for the benefits or retirement plan office.
  2. 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.
  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 TN