Upmc Hamot 401(k) Plan (terminated 2019): Login, Facts & Contact Information

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Plan terminated

This plan was terminated. Its final Form 5500 covers plan year 2019, when $2.46 million was transferred out of the plan. Assets moved to the UPMC 401(A) RETIREMENT SAVINGS PLAN (sponsored by UPMC). If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.

See the UPMC 401(A) RETIREMENT SAVINGS PLAN →

Upmc Hamot 401(k) Plan Facts (plan year 2019)

Plan name
SAFE HARBOR BEHAVIORAL HEALTH 401K RETIREMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
UPMC HAMOT
Participants
135
Former employees with a balance
0
Recordkeeper
John Hancock Life Insurance Company
Plan year
Jan 1, 2019 – Nov 5, 2019
Plan established
Jan 1, 2004
✓ 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 – Nov 5, 2019), filed Jul 8, 2020. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2019

  • $240,824 was paid out to participants.
  • Investment and other income added $356,974.

How the Upmc Hamot 401(k) changed, 2016–2019

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2016222$2.75 million$42,317$803,012
2017177$2.68 million—$446,195
2018155$2.36 million—$143,675
2019 (final)135$0—$240,824

Upmc Hamot 401(k) Contact Information

Phone
814-877-6000
Mailing address
201 STATE STREET, ERIE PA 16550
Plan sponsor
UPMC HAMOT
Employer identification number (EIN)
25-0965387
Plan number
004

Questions about the Upmc Hamot 401(k)

Is the Upmc Hamot 401(k) plan still active?

No. The plan's final Form 5500 was filed for plan year 2019. Its assets were transferred to the UPMC 401(A) RETIREMENT SAVINGS PLAN.

Does Upmc Hamot contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement.

Does the Upmc Hamot 401(k) have automatic enrollment?

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

How many people are in the Upmc Hamot 401(k) plan?

135 participants at the start of plan year 2019.

Who manages the Upmc Hamot 401(k) accounts?

John Hancock (listed on the filing as JOHN HANCOCK LIFE INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.

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