Original filing (PDF)20250729131535NAL0004743904001

WEST FLORIDA MEDICAL CENTER CLINIC, P.A.

Name: WEST FLORIDA MEDICAL CENTER CLINIC, P.A. — MEDICAL CENTER CLINIC 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: WEST FLORIDA MEDICAL CENTER CLINIC, P.A.

Form 5500

FILING_RECEIVED

MEDICAL CENTER CLINIC 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

283

Accounts w/ balance

570

Plan assets (EOY)

$126.8M

Net assets (EOY)

$126.8M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WEST FLORIDA MEDICAL CENTER CLINIC, P.A..

Plan sponsor

Name

WEST FLORIDA MEDICAL CENTER CLINIC, P.A.

EIN

59-2193856

Address

8333 N. DAVIS HIGHWAY · PENSACOLA, FL · 32514

Phone

(800) 874-4542

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-29

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$35K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
HANCOCK WHITNEY BANK	64-0169065	—	ADVISOR	$35K	—
STRATEGIC ADVISORS, INC.

Investments

1 pooled fund· $1.5M(1% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.