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Summa Health Retirement Income Plan and Trust
The Summa Health Retirement Income Plan and Trust was established to deliver retirement income benefits to participants tied to Summa Health. T.
Summa Health Retirement Income Plan and Trust
The Summa Health Retirement Income Plan and Trust was established to deliver retirement income benefits to participants tied to Summa Health. T. Clifford Deveny serves as president and chief executive of the sponsor. The plan holds a fixed income portfolio and a real assets allocation, both located in the United States. General Catalyst backed the acquisition of Summa Health through its subsidiary HATCo. Confirmed relationships include the Trailhead Foundation and the Summa Health Foundation. The plan reports an estimated $243 million in assets. Summa Health maintains its headquarters in Akron. No additional offices are recorded for the plan itself. The structure remains a single-employer defined benefit trust with direct sponsorship by Summa Health and no external fund commitments disclosed.
General information
Firm type
Pension Fund
Year founded
1946
Location
Region
North America
Country
United States
City
Akron
Corporate office
Akron, United States
Principals
T. Clifford Deveny, MD
President and CEO of Summa Health
George Strickler
Immediate past chair of the Summa Health Board of Directors
Robert A. Gerberry
Senior Vice President and General Counsel of Summa Health
Sector focus
Frequently asked questions
Who sponsors the Summa Health Retirement Income Plan and Trust?
Summa Health serves as the single employer sponsor of the defined benefit plan.
What asset classes appear in the plan's portfolio?
The plan maintains a fixed income portfolio and a real assets allocation, both based in the United States.
What is the reported size of the plan?
Altss research places the plan at approximately $243 million.
Which entities maintain business relationships with Summa Health?
HATCo, a subsidiary of General Catalyst, acquired Summa Health.
Does the plan commit to external funds or hold direct assets?
Available records show only direct holdings in fixed income and real assets.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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