2023 Form 5500 filing — Baycare Clinic 401(K) Retirement Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240910123358NAL0006871745001) for Baycare Clinic 401(K) Retirement Savings Plan, reported by Baycare Clinic, L.L.P. under EIN 39-1943214 and plan number 001. It reports 1,186 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240910123358NAL0006871745001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Baycare Clinic, L.L.P.
- EIN
- 39-1943214
- Plan number
- 001
- Location
- Green Bay, WI
- Participants
- 1,186
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $276,120,437
- Net assets (EOY)
- $276,120,437
- Employer contributions
- $9,219,670
- Participant contributions
- $7,774,547
- Total income / additions
- $63,536,793
- Benefits paid
- $18,731,889
- Administrative expenses
- $300,769
- Total expenses
- $19,035,272
- Net increase / (decrease)
- $44,501,521
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Associated Trust Company, N.A. | NONE | $254,496 | $0 |
| D&G Advisory Group LLC | NONE | $19,638 | $0 |
| Wealth Enhancement Advisory Se | NONE | $18,773 | $0 |
| Bull Bear Investment Management | NONE | $3,838 | $0 |
| Henney Wealth Management Inc. | NONE | $2,478 | $0 |
| Ark Financial Management LLC | NONE | $1,089 | $0 |
| Charles Schwab & Co., Inc. | NONE | $643 | $0 |
| Liberty Capital Management Inc | NONE | $422 | $0 |