Find an old Trinity Health 401(k)

Who to contact about an account in each of the 5 Trinity Health plans, from the filings. Free, no sign-up, no Social Security number.

Trinity Health 401(k) Retirement Savings Plan

Trinity Health Corporation · Plan 012 · EIN 35-1443425 · Livonia, MI

Active · plan year 2024 filing401(k)
Plan administratorTrinity Health Corporation
20555 Victor Parkway, Livonia, MI 48152
Form 5500 ↗
Recordkeeper (who holds the accounts)Fid Inv Inst Ops CoSchedule C ↗
Former employees with balances3,408 separated participants still had money in the planForm 5500 ↗

Trinity Health Corporation ERISA 403(b) Retirement Plan (Frozen)

Trinity Health Corporation · Plan 014 · EIN 35-1443425 · Livonia, MI

Active · plan year 2024 filing403(b)
Plan administratorTrinity Health Corporation
20555 Victor Parkway, Livonia, MI 48152
Form 5500 ↗
Recordkeeper (who holds the accounts)Fid Inv Inst Ops CoSchedule C ↗
Former employees with balances428 separated participants still had money in the planForm 5500 ↗

Genesis Employer Contribution Plan

Trinity Health Corporation · Plan 011 · EIN 35-1443425 · Livonia, MI

Terminated · plan year 2025 filing401(k)
Plan administratorTrinity Health Corporation
20555 Victor Parkway, Livonia, MI 48152
Form 5500 ↗
Recordkeeper (who holds the accounts)Transamerica Retirement SolutionsSchedule C ↗
Former employees with balances0 separated participants still had money in the planForm 5500 ↗
TerminationThe plan year 2025 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went.Form 5500 ↗

Genesis Health System Retirement Savings Plan

Trinity Health Corporation · Plan 010 · EIN 35-1443425 · Livonia, MI

Terminated · plan year 2025 filing403(b)
Plan administratorTrinity Health Corporation
20555 Victor Parkway, Livonia, MI 48152
Form 5500 ↗
Recordkeeper (who holds the accounts)Transamerica Retirement SolutionsSchedule C ↗
Former employees with balances0 separated participants still had money in the planForm 5500 ↗
TerminationThe plan year 2025 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went.Form 5500 ↗

Trinity Health ERISA Pension Plan

Trinity Health Corporation · Plan 021 · EIN 35-1443425 · Livonia, MI

Terminated · plan year 2025 filingPension (defined benefit)
Plan administratorTrinity Health Corporation
20555 Victor Parkway, Livonia, MI 48152
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
TerminationThe plan year 2025 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went.Form 5500 ↗

Trinity Health 401(k) match, vesting and fees →

Found it? Your options

Leave itOften allowed if your balance is over $7,000. You keep the plan's investments and fees.
Move it to your new job's planIf the new plan accepts roll-ins. Ask the new plan's recordkeeper.
Roll it into an IRAMore investment choices, and you control it. A direct rollover avoids withholding and penalties.
Cash outUsually 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

  1. Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
  2. If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
  3. Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.

Common questions

How do I find my old Trinity Health 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Trinity Health Corporation, (734) 343-1000. The accounts are held by the recordkeeper, Fid Inv Inst Ops Co. Have your Social Security number and dates of employment ready.

What is the Trinity Health 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (734) 343-1000.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Trinity Health and does not hold accounts. Not financial advice. Report a correction