Upper Valley Medical Centers Tax Deferred Annuity Plan
Upper Valley Medical Center, Troy OH. Employer ID 341850683, plan number 002. Annual reports on file for 2009 to 2021.
Where the money went
- Filed 2009-2021Upper Valley Medical Centers Tax Deferred Annuity Plan, Upper Valley Medical Center
- 2021Assets transferred to Employee Retirement Savings Plan - Premier Health Partners
- TodayEmployee Retirement Savings Plan - Premier Health Partners still files. Fid Inv Inst Ops Co keeps the records. That is where to ask.
Records are kept by Fid Inv Inst Ops Co, per the 2024 filing.
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
- 2021: Final return: the plan reported that it ended (merged, transferred, or distributed all assets).
- 2021: At least 25% of plan assets were transferred to another plan this year (merger or spin-off).
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 |
|---|---|---|---|
| 2010 | 456 | 73 | Filing |
| 2011 | 422 | 71 | Filing |
| 2012 | 462 | 89 | Filing |
| 2013 | 439 | 81 | Filing |
| 2014 | 423 | 74 | Filing |
| 2015 | 411 | 77 | Filing |
| 2016 | 384 | 73 | Filing |
| 2017 | 362 | 82 | Filing |
| 2018 | 352 | 76 | Filing |
| 2019 | 192 | 46 | Filing |
| 2020 | 180 | 51 | Filing |
| 2021 | 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.