What public Form 5500 filings show about the Sansum Santa Barbara Medical Clinic, Inc. 401(k) plan — and how to find and check your own account.
Sansum Santa Barbara Medical Clinic, Inc. (EIN 95-2855614) reports SANSUM SANTA BARBARA MEDICAL CLINIC, INC. PROFIT SHARING PLAN on its most recent Form 5500, with $235.8M in plan assets across 241 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 Sansum Santa Barbara Medical Clinic, 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 OneAmerica, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Sansum Santa Barbara Medical Clinic, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MISSION WEALTH, ARLINGTON FINANCIAL, MORGAN STANLEY, PAINTED PORCH ADVISORS, MERCER GLOBAL ADVISORS, OMEGA FINANCIAL GROUP.
