What public Form 5500 filings show about the Health Systems Management, Inc. 401(k) plan — and how to find and check your own account.
Health Systems Management, Inc. (EIN 58-1821191) reports DIALYSIS EMPLOYEES' PROFIT SHARING 401K SALARY REDUCTION PLAN AND TRUST on its most recent Form 5500, with $34.1M in plan assets across 734 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 Health Systems Management, Inc. 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 Health Systems Management, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): UMR, OPTUM RX, MORGAN STANLEY, PARTNERS BENEFIT GROUP, MERRILL LYNCH.
