What public Form 5500 filings show about the Baycare Clinic, L.L.P. 401(k) plan — and how to find and check your own account.
Baycare Clinic, L.L.P. (EIN 39-1943214) reports BAYCARE CLINIC 401(K) RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $315.7M in plan assets across 957 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 Baycare Clinic, L.L.P. filing — schedules, fees, and providers.
Baycare Clinic, L.L.P.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Baycare Clinic, L.L.P.HR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): BULL BEAR INVESTMENT MANAGEMENT, D&G ADVISORY GROUP, WEALTH ENHANCEMENT ADVISORY SE, HENNEY WEALTH MANAGEMENT, CHARLES SCHWAB & CO, ASSOCIATED TRUST N A.
