Summa Health System Tax Sheltered Annuity Program
Summa Health System, Akron OH. Employer ID 340714755, plan number 003. Annual reports on file for 2005 to 2014.
Where the money went
Plans that moved money into this one:
- 2013: money from Summa/barberton Retirement Savings Plan for Frozen Pension Plan Participants moved in.
- 2015: money from Wadsworth-rittman Hospital Retirement and Savings Plan moved in.
- Filed 2005-2014Summa Health System Tax Sheltered Annuity Program, Summa Health System
- 2015Plan renumbered or taken over by a new sponsor to Summa Health 403(b) Retirement Savings Plan
- TodaySumma Health 403(b) Retirement Savings Plan still files. Fidelity Investments Institutional keeps the records. That is where to ask.
Records are kept by Fidelity Investments Institutional, per the 2024 filing.
Worked here?
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.
Events in the filings
No unusual events.
People in the plan
"Left, still in the plan" counts people who left the employer but still have a benefit in the plan, as reported by the plan.
| Plan year | Participants | Left, still in the plan | Source |
|---|---|---|---|
| 2005 | — | — | Filing |
| 2006 | — | — | Filing |
| 2007 | — | — | Filing |
| 2008 | — | — | Filing |
| 2009 | 10,461 | 1,716 | Filing |
| 2010 | 10,549 | 2,319 | Filing |
| 2011 | 10,797 | 2,585 | Filing |
| 2012 | 11,203 | 2,736 | Filing |
| 2013 | 9,936 | 1,669 | Filing |
| 2014 | 9,379 | 1,504 | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.