Jefferson Behavioral Health System 403(b) Retirement Plan

Jefferson Behavioral Health System, Steubenville OH. Employer ID 341550265, plan number 002. Annual reports on file for 2009 to 2021.

Where the money went

Filed 2009-2021Jefferson Behavioral Health System 403(b) Retirement Plan, Jefferson Behavioral Health System
EndedJefferson Behavioral Health System 403(b) Retirement Plan ended. Money was paid out, rolled to an IRA, or sent to a state or the PBGC. The distribution records show which.

The plan ended in plan year 2020. 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.

2020: The employer adopted a resolution to terminate the plan.
2021: Final return: the plan reported that it ended (merged, transferred, or distributed all assets).
2021: 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
2010	104	3	Filing
2011	110	5	Filing
2012	120	7	Filing
2013	125	6	Filing
2014	109	9	Filing
2015	82	6	Filing
2016	82	—	Filing
2017	78	—	Filing
2018	76	—	Filing
2019	71	—	Filing
2020	12	—	Filing
2021	0	—	Filing

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