What public Form 5500 filings show about the West Florida Medical Center Clinic, P.A. 401(k) plan — and how to find and check your own account.
West Florida Medical Center Clinic, P.A. (EIN 59-2193856) reports MEDICAL CENTER CLINIC 401(K) RETIREMENT PLAN on its most recent Form 5500, with $126.8M in plan assets across 283 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 West Florida Medical Center Clinic, P.A. 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your West Florida Medical Center Clinic, P.A. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): HEALTH OPTIONS, BLUE CROSS BLUE SHIELD OF FLORIDA, SALTMARSH CLEAVELAND & GUND, STRATEGIC ADVISORS, HANCOCK WHITNEY BANK.
