What public Form 5500 filings show about the Ballad Health 401(k) plan — and how to find and check your own account.
Ballad Health (EIN 61-1771290) reports BALLAD HEALTH 401(K) PLAN on its most recent Form 5500, with $113.9M in plan assets across 980 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Ballad Health filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Lincoln Financial, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Ballad Health 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): OPPENHEIMER & CO, PYAPC, CHICK-FIL-A, VARIABLE ANNUITY LIFE INSURANCE CO.
