Medical Service Company 401(k) Plan and Trust

Medical Service Company, Oakwood Village OH. Employer ID 340819770, plan number 001. Annual reports on file for 2009 to 2022.

Where the money went

Filed 2009-2022Medical Service Company 401(k) Plan and Trust, Medical Service Company
EndedMedical Service Company 401(k) Plan and Trust 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 Empower Annuity Ins Co of America, per the 2022 filing.

In plan year 2014, 46 people (21% of active participants) left before they were fully vested. Turnover that high can count as a partial plan termination (Revenue Ruling 2007-43), which requires full vesting of employer money for those who left. The plan may argue it was routine turnover. 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.

2022: Final return: the plan reported that it ended (merged, transferred, or distributed all assets).
2022: At least 25% of plan assets were transferred to another plan this year (merger or spin-off).
2022: Assets were transferred out, but no filing from the receiving plan matched.

"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
2011	201	41	Filing
2012	238	44	Filing
2013	274	55	Filing
2014	213	33	Filing
2015	210	30	Filing
2016	218	21	Filing
2017	212	27	Filing
2018	249	32	Filing
2019	325	28	Filing
2020	337	29	Filing
2021	383	42	Filing
2022	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.