Find an old Bon Secours Mercy Health 401(k)
Bon Secours Mercy Health Retirement Savings Plan 401
Bon Secours Mercy Health, Inc. · Plan 024 · EIN 52-1301088 · Blue Ash, OH
| Plan administrator | Bon Secours Mercy Health Retirement Plan Committee 4600 Mcauley Place, Suite 100, Blue Ash, OH 45242 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Fidelity Inv. Inst. Oper. C0,. LLC | Schedule C ↗ |
| Former employees with balances | 2,179 separated participants still had money in the plan | Form 5500 ↗ |
Hospice of the Valley 401(k) Plan
Bon Secours Mercy Health, Inc. · Plan 002 · EIN 52-1301088 · Blue Ash, OH
| Plan administrator | Bon Secours Mercy Health Retirement Plan Committee 4600 Mcauley Place, Blue Ash, OH 45242 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) |
Mercy Health Retirement Savings Plan 403b
Bon Secours Mercy Health, Inc. · Plan 025 · EIN 52-1301088 · Blue Ash, OH
| Plan administrator | Bon Secours Mercy Health Retirement Plan Committee 4600 Mcauley Place, Suite 100, Blue Ash, OH 45242 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Fidelity Investments Institutional | Schedule C ↗ |
| Former employees with balances | 476 separated participants still had money in the plan | Form 5500 ↗ |
Liberty Health System, Inc. Pension Plan
Bon Secours Mercy Health, Inc. · Plan 012 · EIN 52-1301088 · Blue Ash, OH
| Plan administrator | Bon Secours Mercy Health Retirement Plan Committee 4600 Mcauley Place, Suite 100, Blue Ash, OH 45242 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 0 separated participants still had money in the plan | Form 5500 ↗ |
Community Hospital Retirement Plan
Bon Secours Mercy Health, Inc. · Plan 033 · EIN 52-1301088 · Blue Ash, OH
| Plan administrator | Bon Secours Mercy Health Retirement Plan Committee 4600 Mcauley Place, Suite 100, Blue Ash, OH 45242 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 0 separated participants still had money in the plan | Form 5500 ↗ |
Bon Secours Mercy Health 401(k) match, vesting and fees →
Found it? Your options
| Leave it | Often allowed if your balance is over $7,000. You keep the plan's investments and fees. |
| Move it to your new job's plan | If the new plan accepts roll-ins. Ask the new plan's recordkeeper. |
| Roll it into an IRA | More investment choices, and you control it. A direct rollover avoids withholding and penalties. |
| Cash out | Usually taxed, plus a 10% penalty if you are under 59½. |
General information, not financial or tax advice. Rules depend on your plan and situation.
How to track down the account
- Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
- If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
- Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.
Common questions
How do I find my old Bon Secours Mercy Health 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: Bon Secours Mercy Health Retirement Plan Committee, (513) 639-0333. The accounts are held by the recordkeeper, Fidelity Inv. Inst. Oper. C0,. LLC. Have your Social Security number and dates of employment ready.
What is the Bon Secours Mercy Health 401(k) phone number?
The plan administrator phone number on the plan year 2024 filing is (513) 639-0333.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Bon Secours Mercy Health and does not hold accounts. Not financial advice. Report a correction