Pension Fund

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TriHealth, Inc. Retirement Plan

The TriHealth Retirement Plan functions as the primary retirement savings vehicle for employees of the Cincinnati-based integrated healthcare system.

TriHealth, Inc. Retirement Plan logo

TriHealth, Inc. Retirement Plan

The TriHealth Retirement Plan functions as the primary retirement savings vehicle for employees of the Cincinnati-based integrated healthcare system. Formed through the partnership of Bethesda Inc. and Good Samaritan Hospital, the plan covers workers across multiple affiliated hospitals, including McCullough-Hyde Memorial Hospital. Bethesda Inc. co-sponsors the plan and shares investment oversight through CIO Chip Crowther, who also leads bi3, Bethesda's philanthropic grant-making arm focused on transforming health outcomes. Plan assets are deployed through Empower's recordkeeping platform, offering participants a curated choice of mutual funds, collective investment trusts and target-date fund suites. The plan provides an employer matching contribution, standard for health-system DC plans of this scale, and was recognized by PLANSPONSOR as 2018 Plan Sponsor of the Year for its plan design and participant education efforts. No direct co-investment or alternative asset sleeves are publicly associated with the plan's core defined-contribution structure. TriHealth's retirement committee, which includes plan manager Jennifer Hatcher and CIO Crowther, governs the investment lineup and fiduciary responsibilities. The parent health system operates more than 130 locations across Greater Cincinnati, employing thousands of eligible participants. Crowther was named a finalist for the Cincinnati Business Courier's C-Suite Awards, reflecting regional visibility for the investment management function alongside his role at Bethesda Inc. Structurally, the plan departs from the typical single-sponsor 401(k) through its dual-sponsorship with Bethesda Inc., a foundation that simultaneously operates as TriHealth's co-sponsor and as a community health grant-maker. This arrangement, common among faith-based hospital systems, creates a governance web where one named CIO oversees both retirement assets for employees and the investment of charitable endowments — blurring the line between pension fiduciary and mission-driven capital allocator.

General information

Firm type

Pension Fund

Year founded

1995

Location

Region

North America

Country

United States

City

Cincinnati

Corporate office

Cincinnati, OH, United States

Principals

Chip Crowther

VP & Chief Investment Officer

Jennifer Hatcher

Retirement Plan Manager

Frequently asked questions

Who runs investment decisions for the TriHealth Retirement Plan?

VP & Chief Investment Officer Chip Crowther oversees investment strategy for both the TriHealth Retirement Plan and Bethesda Inc.'s endowment assets. He operates under a dual-fiduciary role spanning the pension plan and the affiliated foundation. Jennifer Hatcher serves as the plan's Retirement Plan Manager, handling day-to-day governance and participant communications.

What is the relationship between TriHealth, Inc. and Bethesda Inc. in connection with this plan?

Bethesda Inc. and Good Samaritan Hospital co-founded TriHealth, and Bethesda serves as a co-sponsor of the retirement plan alongside TriHealth, Inc. This dual-sponsorship structure means Bethesda's CIO, Chip Crowther, directs the plan's investment menu. Bethesda also operates bi3, a separate philanthropic foundation funded by Bethesda's endowment, which Crowther also oversees as an investment matter.

Does the TriHealth Retirement Plan invest in private equity, venture capital or hedge funds?

The plan is structured as a traditional defined-contribution 401(k) platform administered by Empower, with a menu of mutual funds, collective investment trusts and target-date funds available to participants. There is no public record of plan-level allocations to illiquid alternatives, direct deals or co-investments. As a DC plan, the liquidity and daily-valuation requirements of participant-directed accounts typically constrain exposure to such strategies.

How is the plan's investment lineup selected?

The retirement committee, led by the CIO and plan manager, follows ERISA fiduciary standards to select and monitor the fund menu. Empower, as recordkeeper, provides the operational platform and fund marketplace. The committee reviews performance, fees and fund changes as part of its governance process, though specific selection criteria are not publicly documented in detail.

Is the TriHealth Retirement Plan open to employees of all TriHealth-affiliated hospitals?

Yes. The plan covers employees across the TriHealth system, including workers from partner hospitals such as McCullough-Hyde Memorial Hospital and the legacy Good Samaritan Hospital network. Eligibility is tied to TriHealth employment status rather than to a specific facility or job classification, though standard plan-entry rules for hours and tenure apply.

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