Surgery Partners, Inc. 401(k) Plan: Login, Facts & Contact Information

No recent filing

No Form 5500 has been filed for this plan since plan year 2019. The plan may have been terminated, merged into another plan, or moved to a new sponsor. Everything below comes from its last filing on record.

Surgery Partners, Inc. 401(k) Plan Facts (plan year 2019)

Plan name
NATIONAL SURGICAL HOSPITALS INC. 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
SURGERY PARTNERS, INC.
Participants
3,693 (2,778 active employees)
Former employees with a balance
663
Plan assets
$109,075,381 at Dec 31, 2019
Average account balance
$36,676 across 2,974 accounts
Employer contributions
$2,881,787 in plan year 2019 (23% of all contributions)
Recordkeeper
Hpm Partners, Llc
Plan year
Jan 1, 2019 – Dec 31, 2019
Plan established
Jan 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 2019 (Jan 1, 2019 – Dec 31, 2019), filed Mar 8, 2021. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2019

  • $12.7 million went into the plan in contributions, $2.88 million of it from the employer (23%).
  • $17.7 million was paid out to participants.
  • Investment and other income added $20.9 million.
  • Administrative expenses were $256,778, about $86 per account.

How the Surgery Partners, Inc. 401(k) changed, 2014–2019

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20142,452$54.4 million$1.77 million$8.61 million
20153,458$69.8 million$1.80 million$10.8 million
20162,600$80.2 million$2.36 million$6.92 million
20173,500$91.4 million$3.41 million$8.62 million
20183,451$93.7 million$2.66 million$8.23 million
20193,693$109.1 million$2.88 million$17.7 million

Surgery Partners, Inc. 401(k) Contact Information

Phone
312-627-8441
Mailing address
310 SEVEN SPRINGS WAY, STE 500, BRENTWOOD TN 37027
Plan sponsor
SURGERY PARTNERS, INC.
Employer identification number (EIN)
36-4266956
Plan number
001

Questions about the Surgery Partners, Inc. 401(k)

Is the Surgery Partners, Inc 401(k) plan still active?

We can't confirm that. The last Form 5500 on record for this plan covers plan year 2019, and no later filing was found under this employer's EIN.

Does Surgery Partners, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2019 the employer contributed $2.88 million, 23% of all contributions.

Does the Surgery Partners, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Surgery Partners, Inc 401(k) plan?

3,693 participants at the start of plan year 2019, 2,778 of them active employees, and 663 former employees who still had money in the plan.

What is the average 401(k) balance at Surgery Partners, Inc?

About $36,676 per account: $109.1 million in plan assets across 2,974 accounts with a balance at the end of plan year 2019.

Who manages the Surgery Partners, Inc 401(k) accounts?

ADP Retirement Services (listed on the filing as HPM PARTNERS, LLC) is the plan's recordkeeper, which is where participants log in to see their balance.

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