What public Form 5500 filings show about the Toledo Clinic, Inc. 401(k) plan — and how to find and check your own account.
Toledo Clinic, Inc. (EIN 34-0936207) reports TOLEDO CLINIC, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $261.0M in plan assets across 1,520 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 Toledo 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 Toledo Clinic, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): BOLLIN WEALTH MANAGEMENT, ONEAMERICA INV ADVISORY SERVICES LL, WEALTH ADVISORS GROUP, RAYMOND JAMES, MEDICAL MUTUAL SERVICES, MATRIX TRUST.
