What public Form 5500 filings show about the Healthcare Financial Management Association 401(k) plan — and how to find and check your own account.
Healthcare Financial Management Association (EIN 36-2318336) reports HEALTHCARE FINANCIAL MANAGEMENT ASSOCIATION RETIREMENT AND 401K PLAN on its most recent Form 5500, with $25.8M in plan assets across 82 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 Healthcare Financial Management Association filing — schedules, fees, and providers.
Healthcare Financial Management Association’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 Healthcare Financial Management AssociationHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): SCHWAB, SIKICH CAPITAL MANAGEMENT, STANDARD.
