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Heritage Healthcare Retirement Plan
Heritage Healthcare, Inc., Greenville SC. Employer ID 562139377, plan number 001. Annual reports on file for 2008 to 2016.
Where the money went
- Filed 2008-2016Heritage Healthcare Retirement Plan, Heritage Healthcare, Inc.
- 2016Assets transferred to Healthpro-heritage 401(k) Plan
- TodayHealthpro-heritage 401(k) Plan still files. Fidelity Investments Institutional keeps the records. That is where to ask.
Records are kept by Fidelity Investments Institutional, 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
- 2016: The plan filed its last report: it ended, merged into another plan, or paid everyone out.
- 2016: At least a quarter of the plan's money moved to another plan this year, usually in a merger or company split.
- 2016: The employer decided to close the plan.
People in the plan
"Left, still in the plan" counts people who left the employer but still have a benefit in the plan, as reported by the plan.
| Plan year | Participants | Left, still in the plan | Source |
|---|---|---|---|
| 2008 | 517 | 54 | Filing |
| 2009 | 1,225 | 46 | Filing |
| 2010 | 574 | 58 | Filing |
| 2011 | 1,221 | 124 | Filing |
| 2012 | 1,813 | 93 | Filing |
| 2013 | 1,956 | 113 | Filing |
| 2014 | 2,231 | 102 | Filing |
| 2015 | 2,861 | 144 | Filing |
| 2016 | 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.