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Original filing (PDF)20250801101222NAL0003719107001
BAYCARE HEALTH SYSTEMS LLC
Form 5500
FILING_RECEIVED
BAYCARE HEALTH SYSTEMS, LLC EMPLOYEE WELFARE BENEFIT PROGRAM
Health & welfare plan
Signals · 3
100% in single holding~982 bps in Sched C feesNo recordkeeper disclosed
Active participants
652
Accounts w/ balance
—
Plan assets (EOY)
$3.9M
Net assets (EOY)
$2.5M
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Goldman Sachs Goldman Sachs Financial Square Government Fund - Money Market" is 100% of plan.
- 982 bps in Schedule C fees — 1789% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BAYCARE HEALTH SYSTEMS LLC.
Plan sponsor
Name
BAYCARE HEALTH SYSTEMS LLC
EIN
39-1850939
Address
1035 KEPLER DR · GREEN BAY, WI · 54311
Phone
(920) 405-5390
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-01
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
4Q · Other
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DELTA DENTAL OF WISCONSIN | 39-6094742 | — | THIRD PARTY ADMIN | $28K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UMR, INC. | 39-1995276 | — | CLAIMS PROCESSING | $285K | — |
| AURORA BAYCARE MEDICAL CENTER | 39-1947472 | — | NONE | $41K | — |
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | NONE | $27K | — |
Investments
1 direct security· $1.8M(47% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Goldman Sachs Goldman Sachs Financial Square Government Fund - Money Market | — | — | $1.8M | $1.8M | 47.3% |