Summa Health System 401(k), 403(b), pension plans
5 retirement plans filed by Summa Health System from 2005 to 2016: 4 moved their money into another plan and 1 ended.
Worked at Summa Health System?
Enter your years. We show which plan covered you, where its money went, who to call, and draft a free letter to the plan. No Social Security number.
Its plans
Summa Health System Tax Sheltered Annuity Program
403(b) · filed 2005 to 2014 · up to 11,203 people · employer ID 34-0714755, plan 003
In 2015, its money moved into the Summa Health 403(b) Retirement Savings Plan.
Records then: Fidelity, per the 2014 report.
Summa Health System Retirement Income Plan and Trust
Pension · filed 2010 to 2012 · up to 9,738 people · employer ID 34-0714755, plan 010
In 2013, its money moved into the Summa Health Retirement Income Plan and Trust.
Summa Health System Retirement Income Plan and Trust
Pension · filed in 2009 · up to 9,325 people · employer ID 34-0714755, plan 001
Stopped filing after 2009 without a final report.
Summa Health System Pension Savings Plan
Savings plan · filed 2009 to 2016 · up to 2,918 people · employer ID 34-0714755, plan 011
In 2016, its money moved into the Summa Health 401(k) Retirement Savings Plan.
Records then: Fidelity, per the 2016 report.
Summa/barberton Hospital Bargaining Unit Rtmt Savings Plan
401(k) · filed 2009 to 2016 · up to 182 people · employer ID 34-0714755, plan 013
In 2013, its money moved into the Summa/barberton Retirement Savings Plan for Frozen Pension Plan Participants.
Records then: Fidelity, per the 2014 report.
Questions
What happened to Summa Health System's older plans?
The Summa Health System Tax Sheltered Annuity Program: In 2015, its money moved into the Summa Health 403(b) Retirement Savings Plan. The Summa Health System Retirement Income Plan and Trust: In 2013, its money moved into the Summa Health Retirement Income Plan and Trust. The Summa Health System Pension Savings Plan: In 2016, its money moved into the Summa Health 401(k) Retirement Savings Plan. Accounts move with the money, so ask the plan that received it.
Can money still be in an old Summa Health System plan that ended?
Yes. A plan that ends must pay out or move every account, but people who moved or never answered can be missed. The plan's last company, an IRA provider it used, PBGC or your state's unclaimed property office may hold it. The free search shows which, for your years.
What kinds of retirement plans did Summa Health System have?
Its filings show 401(k), 403(b) and pension plans, filed 2005 to 2016.
Sources: 30 annual reports filed with the U.S. Department of Labor (Form 5500), 2005 to 2016; recordkeepers from each plan's latest service-provider schedule; phone numbers from each company's own site. Employer IDs: 34-0714755. Updated with each data release. How we search. Plan facts only, no one's balance. No referral fees, no affiliate money. Attovar is not part of Summa Health System or the government.