SANSUM SANTA BARBARA MEDICAL CLINIC, INC. 401(k) Plan
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.
The SANSUM SANTA BARBARA MEDICAL CLINIC, INC. 401(k) on its latest Form 5500
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.
Who runs the SANSUM SANTA BARBARA MEDICAL CLINIC, INC. 401(k)?
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): OMEGA FINANCIAL GROUP, ENVESTNET ASSET MANAGEMENT, MISSION WEALTH, ARLINGTON FINANCIAL, MORGAN STANLEY, MERCER GLOBAL ADVISORS.
How to check your SANSUM SANTA BARBARA MEDICAL CLINIC, INC. 401(k)
- Log in to OneAmerica’s participant portal (the site on your statements).
- Ask SANSUM SANTA BARBARA MEDICAL CLINIC, INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).