What public Form 5500 filings show about the Kaleida Health 401(k) plan — and how to find and check your own account.
Kaleida Health (EIN 16-1533232) reports KALEIDA HEALTH SAVINGS INVESTMENT 403(B) PLAN on its most recent Form 5500, with $864.2M in plan assets across 19,640 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 Kaleida 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Kaleida Health 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): STRATEGIC ADVISORS, USI CONSULTING GROUP, FRONTRANGE CAPITAL PARTNERS, AUDAX DIRECT LENDING SOLUTIONS FUND, MERCER, COHEN & STEERS CAPITAL MANAGEMENT.
