Southern Health Partners 401(k) Plan: Login, Facts & Contact Information

Southern Health Partners 401(k) Plan Facts

Plan name
SOUTHERN HEALTH PARTNERS, INC. 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
SOUTHERN HEALTH PARTNERS
Participants
1,396 (986 active employees)
Former employees with a balance
164
Plan assets
$7,720,278 at Jul 31, 2025
Average account balance
$11,189 across 690 accounts
Plan year
Aug 1, 2024 – Jul 31, 2025
Plan established
Aug 1, 2000
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Aug 1, 2024 – Jul 31, 2025), filed Mar 31, 2026. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $1.62 million went into the plan in contributions.
  • $1.32 million was paid out to participants.
  • Investment and other income added $734,613.
  • Administrative expenses were $120,950, about $175 per account.

How the Southern Health Partners 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019692$3.69 million$0$709,556
2020758$4.94 million—$692,720
2021778$4.51 million$176,574$1.05 million
2022742$5.49 million—$592,468
2023810$6.80 million—$752,921
20241,396$7.72 million—$1.32 million

Southern Health Partners 401(k) Contact Information

Phone
423-553-5635
Mailing address
2030 HAMILTON PLACE BLVD STE 240, CHATTANOOGA TN 374216039
Plan sponsor
SOUTHERN HEALTH PARTNERS
Employer identification number (EIN)
63-1130536
Plan number
001

Questions about the Southern Health Partners 401(k)

Does Southern Health Partners contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement.

Does the Southern Health Partners 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Southern Health Partners 401(k) plan?

1,396 participants at the start of plan year 2024, 986 of them active employees, and 164 former employees who still had money in the plan.

What is the average 401(k) balance at Southern Health Partners?

About $11,189 per account: $7.72 million in plan assets across 690 accounts with a balance at the end of plan year 2024.

Who manages the Southern Health Partners 401(k) accounts?

Principal is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Southern Health Partners. How do I access my 401(k)?

Your account stays with Principal after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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