What public Form 5500 filings show about the Tanner Memorial Clinic 401(k) plan — and how to find and check your own account.
Tanner Memorial Clinic (EIN 87-0218917) reports TANNER MEMORIAL CLINIC EMPLOYEE 401(K)PROFIT SHARING PLAN on its most recent Form 5500, with $146.4M in plan assets across 1,037 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 Tanner Memorial Clinic 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 Merrill (Bank of America), based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Tanner Memorial Clinic 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): KHSA.
