Wellspan Health, York, PA. EIN 22-2517863. Annual reports 2009–2024. Also filed as Ephrata Community Hospital; Cumberland Valley Medical Services; Summit Physicians Services & Affiliates; Summit Physicians Services &.
Wellspan Health has 5 active retirement plans on file. The largest is the Wellspan 403(b) Retirement Savings Plan, with 27,878 participants and $2.6 billion in assets in 2024. Empower has been its recordkeeper since 2009.
Wellspan Health 3350 Whiteford Road York, PA 17402 (717) 261-7175As filed for 2024
In effect since
January 1, 2009
Earlier sponsor: The Chambersburg Hospital (2009–2019).
Earlier plan names: Chambersburg Hosp 401A PL & TRST; Chambersburg Hospital 401(A) Plan & Trust.
Year by year, 2009 to 2024
Plan year
Participants
Net assets
Recordkeeper
2024
1,928
$7.3 million
Empower
2023
873
$5.3 million
Empower
2022
1,736
$4.3 million
Empower
2021
1,617
$3.5 million
Empower
2020
2,019
$3.5 million
Empower
2019
2,125
$4.3 million
Voya
2018
2,034
$2.1 million
Voya
2017
1,939
$3.0 million
Voya
2016
1,768
$5.1 million
Voya
2015
1,618
$4.1 million
not listed
2014
1,251
$3.3 million
not listed
2013
1,232
$2.6 million
not listed
2012
1,200
$1.2 million
not listed
2011
1,120
$1.1 million
not listed
2010
1,189
$56,025
not listed
2009
20
n/a
not listed
Wellspan Health System Pension Plan
Pension (defined benefit), frozenMerged
Merged. In 2021 its assets moved to the The Chambersburg Hospital Pension Plan for Non-Union Represented Employees, sponsored by Wellspan Health (EIN 23-0465970, plan 002). Accounts moved with them, so that plan is the one to contact.
Plan number
001Employer EIN 22-2517863
Participants (2020)
9,477
Net assets (2020)
$1.1 billion
Plan administrator
Wellspan Health 1135 S Edgar Street York, PA 17405 (717) 851-2400As filed for 2021
Summit Physician Services & Affiliates 401(k) Plan
401(k)Merged
Merged. In 2021 its assets moved to the Wellspan 403(b) Retirement Savings Plan, sponsored by Wellspan Health (EIN 22-2517863, plan 005). Accounts moved with them, so that plan is the one to contact.
Wellspan Health 1407 Williams Road York, PA 17402 (717) 851-2329As filed for 2021
In effect since
April 1, 1995
Earlier sponsors: Cumberland Valley Medical Services (2009–2014); Summit Physicians Services & Affiliates (2015–2020); Summit Physicians Services & (2016).
Earlier plan names: CVMS and Affiliates 401(k) Plan; CVMS and Affiliates 401K Plan; Summit Physicians Services & Affiliates 401(k) Plan; Summit Physicians Services & Affiliates 401K.
Year by year, 2009 to 2021
Plan year
Participants
Net assets
Recordkeeper
2021
0
$0
Empower
2020
2,272
$150 million
Voya
2019
2,308
$133 million
Voya
2018
2,213
$107 million
Voya
2017
2,162
$110 million
Voya
2016
1,990
$90.6 million
Voya
2015
1,838
$81.5 million
Voya
2014
1,705
$77.0 million
Voya
2013
1,608
$69.9 million
Voya
2012
1,573
$56.8 million
Voya
2011
1,520
$47.5 million
Voya
2010
1,598
$44.4 million
Voya
2009
1,429
$35.8 million
Voya
Chambersburg Hospital Non-Bargaining Erisa 403(b) Plan
403(b)Merged
Merged. In 2020 its assets moved to the Wellspan 403(b) Retirement Savings Plan, sponsored by Wellspan Health (EIN 22-2517863, plan 005). Accounts moved with them, so that plan is the one to contact.
Ephrata Community Hospital 403(b) Retirement Savings Plan
403(b)Merged
Merged. In 2014 its assets moved to the Wellspan 403(b) Retirement Savings Plan, sponsored by Wellspan Health (EIN 22-2517863, plan 005). Accounts moved with them, so that plan is the one to contact.
Ephrata Community Hospital 169 Martin Ave Ephrata, PA 17522 (717) 738-6417As filed for 2014
In effect since
January 1, 2008
Year by year, 2009 to 2014
Plan year
Participants
Net assets
Recordkeeper
2014
0
$0
Transamerica
2013
2,315
$63.6 million
Transamerica
2012
2,301
$47.1 million
Transamerica
2011
2,291
$36.4 million
Transamerica
2010
2,120
$29.8 million
Transamerica
2009
2,148
$19.9 million
Transamerica
Ephrata Community Hospital Pension Plan
Pension (defined benefit), frozenMerged
Merged. In 2014 its assets moved to the Wellspan Health System Pension Plan, sponsored by Wellspan Health (EIN 22-2517863, plan 001). Accounts moved with them, so that plan is the one to contact.
Plan number
001Employer EIN 23-1370484
Participants (2013)
1,585
Net assets (2013)
$53.2 million
Plan administrator
Wellspan Health 1135 Edgar Street York, PA 17405 (717) 851-2400As filed for 2014
In effect since
September 1, 1966
Earlier sponsor: Ephrata Community Hospital (2009–2013).
Year by year, 2009 to 2014
Plan year
Participants
Net assets
Recordkeeper
2014
0
$0
not listed
2013
1,585
$53.2 million
not listed
2012
1,612
$37.1 million
not listed
2011
1,640
$33.7 million
not listed
2010
1,672
$33.6 million
not listed
2009
1,703
$30.6 million
not listed
Wellspan 401(k) Retirement Savings Plan
401(k)Stopped filing
No annual report since the 2012 plan year, and no final report on record. The plan may have been merged, renamed or re-filed under another number; ask the plan administrator below.
Wellspan Health 1135 South Edgar Street York, PA 17405 (717) 851-2400As filed for 2012
In effect since
January 1, 1987
Year by year, 2009 to 2012
Plan year
Participants
Net assets
Recordkeeper
2012
303
$10.6 million
Empower
2011
294
$8.6 million
Empower
2010
292
$8.1 million
Empower
2009
293
$6.4 million
Empower
If you had money in one of these plans
Call Empower (empower.com), which runs the Wellspan 403(b) 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 ((717) 261-7175). 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.