Civic Intelligence

Upmc Hamot

Plan context: Hamot Health Foundation Employee Tax-Deferred Savings Plan

EIN 25-0965387 • Erie, PA • 39 filings • 13 plans

201 State StreetErie, PA 16550
Current Snapshot

Latest Year

2024

2024 Participants

649

2024 Assets

$64,795,806

2024 Contributions

$115,458

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$201,248,178$100,624,089$0201020172024YearValue
$64,795,806Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

4,1312,0660201020172024YearValue
649Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20241649$64,795,806$0-
Hamot Health Foundation Employee Tax-Deferred Savings Plan-649$64,795,806--
20231714$68,603,443$0-
Hamot Health Foundation Employee Tax-Deferred Savings Plan-714$68,603,443--
20221764$67,973,145$0-
Hamot Health Foundation Employee Tax-Deferred Savings Plan-764$67,973,145--
202111,535$68,437,253$0-
Hamot Health Foundation Employee Tax-Deferred Savings Plan-1,535$68,437,253--
202011,727$81,665,399$0-
Hamot Health Foundation Employee Tax-Deferred Savings Plan-1,727$81,665,399--
201921,828$71,430,271$0-
Hamot Health Foundation Employee Tax-Deferred Savings Plan-1,828$71,430,271--
Safe Harbor Behavioral Health 401K Retirement Plan-0---
201822,292$78,704,074$115,458$50iApproximate average salary by contribution assumption: employee only about $1,259 at 4% or $840 at 6%; with 50% employer match about $840 at 4% or $560 at 6%; with 100% employer match about $630 at 4% or $420 at 6%.
Hamot Health Foundation Employee Tax-Deferred Savings Plan-2,292$76,345,478$115,458$50iApproximate average salary by contribution assumption: employee only about $1,259 at 4% or $840 at 6%; with 50% employer match about $840 at 4% or $560 at 6%; with 100% employer match about $630 at 4% or $420 at 6%.
Safe Harbor Behavioral Health 401K Retirement Plan-102$2,358,596--
201722,457$84,629,504$103,013$42iApproximate average salary by contribution assumption: employee only about $1,048 at 4% or $699 at 6%; with 50% employer match about $699 at 4% or $466 at 6%; with 100% employer match about $524 at 4% or $349 at 6%.
Hamot Health Foundation Employee Tax-Deferred Savings Plan-2,457$81,947,239$103,013$42iApproximate average salary by contribution assumption: employee only about $1,048 at 4% or $699 at 6%; with 50% employer match about $699 at 4% or $466 at 6%; with 100% employer match about $524 at 4% or $349 at 6%.
Safe Harbor Behavioral Health 401K Retirement Plan-116$2,682,265--
201622,516$87,023,063$177,396$71iApproximate average salary by contribution assumption: employee only about $1,763 at 4% or $1,175 at 6%; with 50% employer match about $1,175 at 4% or $783 at 6%; with 100% employer match about $881 at 4% or $588 at 6%.
Hamot Health Foundation Employee Tax-Deferred Savings Plan-2,516$84,272,377$2,762$1iApproximate average salary by contribution assumption: employee only about $27 at 4% or $18 at 6%; with 50% employer match about $18 at 4% or $12 at 6%; with 100% employer match about $14 at 4% or $9 at 6%.
Safe Harbor Behavioral Health 401K Retirement Plan-143$2,750,686$174,634$1,221iApproximate average salary by contribution assumption: employee only about $30,530 at 4% or $20,354 at 6%; with 50% employer match about $20,354 at 4% or $13,569 at 6%; with 100% employer match about $15,265 at 4% or $10,177 at 6%.
201532,394$85,479,621$2,710$1iApproximate average salary by contribution assumption: employee only about $28 at 4% or $19 at 6%; with 50% employer match about $19 at 4% or $13 at 6%; with 100% employer match about $14 at 4% or $9 at 6%.
Hamot Health Foundation Employee Tax-Deferred Savings Plan-2,394$84,907,288$2,710$1iApproximate average salary by contribution assumption: employee only about $28 at 4% or $19 at 6%; with 50% employer match about $19 at 4% or $13 at 6%; with 100% employer match about $14 at 4% or $9 at 6%.
LIFECARE HOME SERVICES OF N. W. PA RETIREMENT PLAN-23$572,333--
HAMOT HEALTH FOUNDATION CASH ACCOUNT PENSION PLAN-0---
201422,662$152,211,374$65,659$25iApproximate average salary by contribution assumption: employee only about $617 at 4% or $411 at 6%; with 50% employer match about $411 at 4% or $274 at 6%; with 100% employer match about $308 at 4% or $206 at 6%.
Hamot Health Foundation Employee Tax-Deferred Savings Plan-2,662$93,600,379$65,659$25iApproximate average salary by contribution assumption: employee only about $617 at 4% or $411 at 6%; with 50% employer match about $411 at 4% or $274 at 6%; with 100% employer match about $308 at 4% or $206 at 6%.
HAMOT HEALTH FOUNDATION CASH ACCOUNT PENSION PLAN-776$58,610,995--
201322,925$165,813,675$49,741$17iApproximate average salary by contribution assumption: employee only about $425 at 4% or $283 at 6%; with 50% employer match about $283 at 4% or $189 at 6%; with 100% employer match about $213 at 4% or $142 at 6%.
Hamot Health Foundation Employee Tax-Deferred Savings Plan-2,925$104,537,977$49,741$17iApproximate average salary by contribution assumption: employee only about $425 at 4% or $283 at 6%; with 50% employer match about $283 at 4% or $189 at 6%; with 100% employer match about $213 at 4% or $142 at 6%.
HAMOT HEALTH FOUNDATION CASH ACCOUNT PENSION PLAN-784$61,275,698--
201223,252$163,660,375$10,446,691$3,212iApproximate average salary by contribution assumption: employee only about $80,310 at 4% or $53,540 at 6%; with 50% employer match about $53,540 at 4% or $35,693 at 6%; with 100% employer match about $40,155 at 4% or $26,770 at 6%.
Hamot Health Foundation Employee Tax-Deferred Savings Plan-3,252$106,469,642$276,691$85iApproximate average salary by contribution assumption: employee only about $2,127 at 4% or $1,418 at 6%; with 50% employer match about $1,418 at 4% or $945 at 6%; with 100% employer match about $1,064 at 4% or $709 at 6%.
HAMOT HEALTH FOUNDATION CASH ACCOUNT PENSION PLAN-845$57,190,733$10,170,000$12,036iApproximate average salary by contribution assumption: employee only about $300,888 at 4% or $200,592 at 6%; with 50% employer match about $200,592 at 4% or $133,728 at 6%; with 100% employer match about $150,444 at 4% or $100,296 at 6%.
201193,682$177,211,412$8,506,725$2,310iApproximate average salary by contribution assumption: employee only about $57,759 at 4% or $38,506 at 6%; with 50% employer match about $38,506 at 4% or $25,671 at 6%; with 100% employer match about $28,879 at 4% or $19,253 at 6%.
Hamot Health Foundation Employee Tax-Deferred Savings Plan-3,682$128,599,729$6,287,160$1,708iApproximate average salary by contribution assumption: employee only about $42,688 at 4% or $28,459 at 6%; with 50% employer match about $28,459 at 4% or $18,973 at 6%; with 100% employer match about $21,344 at 4% or $14,229 at 6%.
HAMOT HEALTH FOUNDATION CASH ACCOUNT PENSION PLAN-938$48,611,683$2,130,000$2,271iApproximate average salary by contribution assumption: employee only about $56,770 at 4% or $37,846 at 6%; with 50% employer match about $37,846 at 4% or $25,231 at 6%; with 100% employer match about $28,385 at 4% or $18,923 at 6%.
Life Insurance Plan of Hamot Health Foundation-0---
Long-Term Disability Plan of Hamot Health Foundation-0---
HAMOT EMPLOYEE ASSISTANCE PROGRAM-0---
HAMOT HEALTH FOUNDATION FLEXIBLE REIMBURSEMENT FOR HEALTHCARE AND DEPENDENT CARE PLAN-0---
HAMOT HEALTH FOUNDATION MEDICAL PLAN-0---
HAMOT HEALTH FOUNDATION DENTAL PLAN-0---
HAMOT HEALTH FOUNDATION TAX SHELTERED ANNUITY THRI-0-$89,565-
201084,131$201,248,178$15,728,339$3,807iApproximate average salary by contribution assumption: employee only about $95,185 at 4% or $63,457 at 6%; with 50% employer match about $63,457 at 4% or $42,304 at 6%; with 100% employer match about $47,592 at 4% or $31,728 at 6%.
Hamot Health Foundation Employee Tax-Deferred Savings Plan-4,131$130,019,828$12,765,670$3,090iApproximate average salary by contribution assumption: employee only about $77,255 at 4% or $51,504 at 6%; with 50% employer match about $51,504 at 4% or $34,336 at 6%; with 100% employer match about $38,628 at 4% or $25,752 at 6%.
HAMOT HEALTH FOUNDATION CASH ACCOUNT PENSION PLAN-1,012$51,015,836$2,425,000$2,396iApproximate average salary by contribution assumption: employee only about $59,906 at 4% or $39,937 at 6%; with 50% employer match about $39,937 at 4% or $26,625 at 6%; with 100% employer match about $29,953 at 4% or $19,969 at 6%.
HAMOT HEALTH FOUNDATION TAX SHELTERED ANNUITY THRI-3,818$20,212,514$537,669$141iApproximate average salary by contribution assumption: employee only about $3,521 at 4% or $2,347 at 6%; with 50% employer match about $2,347 at 4% or $1,565 at 6%; with 100% employer match about $1,760 at 4% or $1,174 at 6%.
HAMOT HEALTH FOUNDATION DENTAL PLAN-2,761---
Life Insurance Plan of Hamot Health Foundation-2,625---
Long-Term Disability Plan of Hamot Health Foundation-2,128---
HAMOT EMPLOYEE ASSISTANCE PROGRAM-3,375---
HAMOT HEALTH FOUNDATION MEDICAL PLAN-2,695---