Lake Hospital System Inc. 403b Retirement Savings Plan
Lake Hospital System Inc., Concord Township OH. Employer ID 341425870, plan number 001. Annual reports on file for 2009 to 2022.
Where the money went
- Filed 2009-2022Lake Hospital System Inc. 403b Retirement Savings Plan, Lake Hospital System Inc.
- EndedLake Hospital System Inc. 403b Retirement 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 American United Life Insurance Co, per the 2022 filing.
Left in 2010? You may be owed employer money
- In plan year 2010, active participants fell from 3,957 to 2,936 (26%), and 210 people left before they were fully vested. When a plan loses about 20% or more of its participants in a year, the IRS presumes a partial plan termination (Revenue Ruling 2007-43). Everyone who left in that period must then be fully vested in the employer's contributions. Filing
This is a reason to ask the plan, not a finding. The plan decides, and it may show the drop was routine.
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
- 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: The employer adopted a resolution to terminate the plan.
- 2022: Assets were transferred out, but no filing from the receiving plan matched.
People in 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 |
|---|---|---|---|
| 2011 | 3,933 | 846 | Filing |
| 2012 | 4,319 | 1,335 | Filing |
| 2013 | 4,379 | 1,471 | Filing |
| 2014 | 4,263 | 1,581 | Filing |
| 2015 | 4,328 | 1,604 | Filing |
| 2016 | 4,370 | 1,554 | Filing |
| 2017 | 4,398 | 1,588 | Filing |
| 2018 | 4,533 | 1,589 | Filing |
| 2019 | 3,646 | 578 | Filing |
| 2020 | 3,458 | 605 | Filing |
| 2021 | 3,380 | 628 | 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.