Baycare Clinic 401(K) Retirement Savings Plan — Form 5500 plan (Baycare Clinic, L.L.P.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Baycare Clinic 401(K) Retirement Savings Plan is a benefit plan reported by Baycare Clinic, L.L.P. under EIN 39-1943214 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,186 participants and $276,120,437 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Baycare Clinic, L.L.P.
- EIN
- 39-1943214
- Plan number
- 001
- Plan type
- 2
- Location
- Green Bay, WI
- Latest filing year
- 2023
- Participants
- 1,186
- End-of-year plan assets
- $276,120,437
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,186 | H, C | 20240910123358NAL0006871745001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $276,120,437
- Net assets (EOY)
- $276,120,437
- Net assets (BOY)
- $231,618,916
Income & contributions
- Employer contributions
- $9,219,670
- Participant contributions
- $7,774,547
- Total contributions
- $17,913,844
- Total income / additions
- $63,536,793
Expenses & distributions
- Benefits paid
- $18,731,889
- Administrative expenses
- $300,769
- Total expenses
- $19,035,272
- Net increase / (decrease)
- $44,501,521
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Associated Trust Company, N.A. | NONE | $254,496 | $0 | 2023 |
| D&G Advisory Group LLC | NONE | $19,638 | $0 | 2023 |
| Wealth Enhancement Advisory Se | NONE | $18,773 | $0 | 2023 |
| Bull Bear Investment Management | NONE | $3,838 | $0 | 2023 |
| Henney Wealth Management Inc. | NONE | $2,478 | $0 | 2023 |
| Ark Financial Management LLC | NONE | $1,089 | $0 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $643 | $0 | 2023 |
| Liberty Capital Management Inc | NONE | $422 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Baycare Clinic, L.L.P.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Green Bay, WI
- Associated Trust Company, N.A. — Schedule C compensation
- D&G Advisory Group LLC — Schedule C compensation
- Wealth Enhancement Advisory Se — Schedule C compensation
- Bull Bear Investment Management — Schedule C compensation
- Henney Wealth Management Inc. — Schedule C compensation
- Ark Financial Management LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- Liberty Capital Management Inc — Schedule C compensation