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Filters:EIN 521301088 Clear all

Companies

companyBon Secours Mercy Health, Inc.
$359.1Mreported plan assets
EIN: 52-1301088Location: OHPlans: 6Participants: 55,392Latest: 2023
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Plans

planBon Secours Mercy Health Retirement Savings Plan 401Financial statementProvider compensation2023 filing
$288.3Mreported assets (EOY)
Sponsor: Bon Secours Mercy Health, Inc.EIN: 52-1301088Plan: 024Participants: 7,129Assets: $288,318,711Net assets: $288.3MAssets / participant: $40.4KLocation: Cincinnati, OHLatest: 2023
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planMercy Health Retirement Savings Plan 403bFinancial statementProvider compensation2023 filing
$69.2Mreported assets (EOY)
Sponsor: Bon Secours Mercy Health, Inc.EIN: 52-1301088Plan: 025Participants: 1,742Assets: $69,192,041Net assets: $69.2MAssets / participant: $39.7KLocation: Cincinnati, OHLatest: 2023
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planCommunity Hospital Retirement PlanFinancial statement2023 filing
$1.2Mreported assets (EOY)
Sponsor: Bon Secours Mercy Health, Inc.EIN: 52-1301088Plan: 033Participants: 0Assets: $1,204,958Net assets: $1.2MLocation: Cincinnati, OHLatest: 2023
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planLiberty Health System, Inc. Pension PlanFinancial statement2023 filing
$348.6Kreported assets (EOY)
Sponsor: Bon Secours Mercy Health, Inc.EIN: 52-1301088Plan: 012Participants: 0Assets: $348,610Net assets: $348.6KLocation: Cincinnati, OHLatest: 2023
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planBon Secours Mercy Health Welfare Benefits PlanProvider compensation2023 filing
Sponsor: Bon Secours Mercy Health, Inc.EIN: 52-1301088Plan: 520Participants: 46,403Assets: not reported in the loaded datasetLocation: Cincinnati, OHLatest: 2023
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planBon Secours Mercy Health Retiree Welfare Benefits Plan2023 filing
Sponsor: Bon Secours Mercy Health, Inc.EIN: 52-1301088Plan: 521Participants: 118Assets: not reported in the loaded datasetLocation: Cincinnati, OHLatest: 2023
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Service providers

providerFidelity Investments InstitutionalCompensation reported
$1.8Breported compensation
Plans served: 10,547Direct: $1.8BIndirect: $1MLatest: 2023
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providerPrincipal Life Insurance CompanyCompensation reported
$675.5Mreported compensation
Plans served: 6,446Direct: $673.6MIndirect: $1.9MLatest: 2023
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providerEmpower Advisory Group, LLCCompensation reported
$125.3Mreported compensation
Plans served: 4,460Direct: $125.3MIndirect: $0Latest: 2023
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providerEmpower Annuity Insurance Company OCompensation reported
$228.7Mreported compensation
Plans served: 4,130Direct: $228.5MIndirect: $148.7KLatest: 2023
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providerAdp, Inc.Compensation reported
$97.6Mreported compensation
Plans served: 3,928Direct: $97.6MIndirect: $458Latest: 2023
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providerStrategic Advisors, Inc.Compensation reported
$247.8Mreported compensation
Plans served: 3,218Direct: $247.8MIndirect: $14.8KLatest: 2023
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providerEmpower Annuity Insurance CompanyCompensation reported
$186.9Mreported compensation
Plans served: 2,872Direct: $186.8MIndirect: $54.2KLatest: 2023
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providerThe Vanguard Group, Inc.Compensation reported
$187Mreported compensation
Plans served: 2,549Direct: $186.9MIndirect: $33.3KLatest: 2023
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Filings

filing2023 Form 5500 — Liberty Health System, Inc. Pension Plan
Sponsor: Bon Secours Mercy Health, Inc.EIN: 52-1301088Plan: 012Ack ID: 20241015135951NAL0049768768003
filing2023 Form 5500 — Bon Secours Mercy Health Retirement Savings Plan 401
Sponsor: Bon Secours Mercy Health, Inc.EIN: 52-1301088Plan: 024Ack ID: 20241010162516NAL0010254019001
filing2023 Form 5500 — Mercy Health Retirement Savings Plan 403b
Sponsor: Bon Secours Mercy Health, Inc.EIN: 52-1301088Plan: 025Ack ID: 20241010165506NAL0010282211001
filing2023 Form 5500 — Community Hospital Retirement Plan
Sponsor: Bon Secours Mercy Health, Inc.EIN: 52-1301088Plan: 033Ack ID: 20241008071740NAL0009451491001
filing2023 Form 5500 — Bon Secours Mercy Health Welfare Benefits Plan
Sponsor: Bon Secours Mercy Health, Inc.EIN: 52-1301088Plan: 520Ack ID: 20241014133637NAL0027411425001
filing2023 Form 5500 — Bon Secours Mercy Health Retiree Welfare Benefits Plan
Sponsor: Bon Secours Mercy Health, Inc.EIN: 52-1301088Plan: 521Ack ID: 20241015120023NAL0047731056001