Alliance Community Hospital Tax Sheltered Annuity

Alliance Community Hospital, Alliance OH. Employer ID 340714581, plan number 004. Annual reports on file for 2009 to 2020.

Where the money went

Filed 2009-2020Alliance Community Hospital Tax Sheltered Annuity, Alliance Community Hospital
EndedAlliance Community Hospital Tax Sheltered Annuity ended. Money was paid out, rolled to an IRA, or sent to a state or the PBGC. The distribution records show which.

Records are kept by Voya Retirement Insurance & Annuity, per the 2020 filing.

The plan ended in plan year 2020. When a plan ends, everyone who still has an account must be fully vested in the employer's contributions (Internal Revenue Code section 411(d)(3)). If you left within about five years before that with employer money not yet vested, it may not have been forfeited yet, and may be yours. Filing

This is a reason to ask the plan, not a finding. The plan decides, and it may show the drop was routine.

Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.

2020: Final return: the plan reported that it ended (merged, transferred, or distributed all assets).
2020: The employer adopted a resolution to terminate the plan.

"Separated, still owed" counts people who left the employer but still have a benefit in the plan, as reported by the plan.

Plan year	Participants	Separated, still owed	Source
2009	748	—	Filing
2010	774	—	Filing
2011	783	—	Filing
2012	769	—	Filing
2013	760	—	Filing
2014	983	—	Filing
2015	1,322	308	Filing
2016	1,139	202	Filing
2017	1,202	229	Filing
2018	1,098	84	Filing
2019	512	508	Filing
2020	0	0	Filing

Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.