What public Form 5500 filings show about the Swedishamerican Health System 401(k) plan — and how to find and check your own account.
Swedishamerican Health System (EIN 36-3241458) reports SWEDISHAMERICAN 401(K) INCENTIVESAVER PLAN on its most recent Form 5500, with $11.6M in plan assets across 63 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 Swedishamerican Health System 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 T. Rowe Price, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Swedishamerican Health System 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): PROMANAGE, M3 INSURANCE SOLUTIONS, DELTA DENTAL OF WISCONSIN.