Summa/barberton Hospital Bargaining Unit Rtmt Savings Plan

Summa Health System, Akron OH. Employer ID 340714755, plan number 013. Annual reports on file for 2009 to 2016.

Where the money went

Filed 2009-2016Summa/barberton Hospital Bargaining Unit Rtmt Savings Plan, Summa Health System
EndedSumma/barberton Hospital Bargaining Unit Rtmt Savings Plan 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 Fidelity Investments Institutional, per the 2014 filing.

The plan ended in plan year 2016. 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.

2013: At least 25% of plan assets were transferred to another plan this year (merger or spin-off).
2014: This year's opening assets do not match last year's closing assets.
2016: Final return: the plan reported that it ended (merged, transferred, or distributed all assets).
2016: 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	178	3	Filing
2010	182	4	Filing
2011	156	5	Filing
2012	164	8	Filing
2013	41	3	Filing
2014	16	2	Filing
2015	11	1	Filing
2016	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.