Matched Savings Plan for Allen Medical Center

Allen Medical Center, Cincinnati OH. Employer ID 340864230, plan number 004. Annual reports on file for 2009 to 2016.

Where the money went

Filed 2009-2016Matched Savings Plan for Allen Medical Center, Allen Medical Center
EndedMatched Savings Plan for Allen Medical Center 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 Metropolitan Life Insurance Company, 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: At least 25% of plan assets were transferred to another plan this year (merger or spin-off).
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	260	18	Filing
2010	251	14	Filing
2011	266	22	Filing
2012	256	25	Filing
2013	103	0	Filing
2014	50	0	Filing
2015	44	—	Filing
2016	0	—	Filing

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