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BAYCARE CLINIC 401(K) RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameBAYCARE CLINIC 401(K) RETIREMENT SAVINGS PLAN
Plan identification number 001

BAYCARE CLINIC 401(K) RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BAYCARE CLINIC, L.L.P. has sponsored the creation of one or more 401k plans.

Company Name:BAYCARE CLINIC, L.L.P.
Employer identification number (EIN):391943214
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BAYCARE CLINIC 401(K) RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JULIE DUCKETT
0012016-01-01JULIE DUCKETT
0012015-01-01JULIE DUCKETT
0012014-01-01JULIE DUCKETT
0012013-01-01JULIE DUCKETT
0012012-01-01JULIE DUCKETT
0012011-01-01CHRIS AUGUSTIAN CHRIS AUGUSTIAN2012-10-02
0012009-01-01CHRIS AUGUSTIAN CHRIS AUGUSTIAN2010-07-29

Plan Statistics for BAYCARE CLINIC 401(K) RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for BAYCARE CLINIC 401(K) RETIREMENT SAVINGS PLAN

Measure Date Value
2022: BAYCARE CLINIC 401(K) RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,133
Total number of active participants reported on line 7a of the Form 55002022-01-01896
Number of retired or separated participants receiving benefits2022-01-0130
Number of other retired or separated participants entitled to future benefits2022-01-01258
Total of all active and inactive participants2022-01-011,184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-011,186
Number of participants with account balances2022-01-011,184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0168
2021: BAYCARE CLINIC 401(K) RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,103
Total number of active participants reported on line 7a of the Form 55002021-01-01865
Number of retired or separated participants receiving benefits2021-01-0128
Number of other retired or separated participants entitled to future benefits2021-01-01234
Total of all active and inactive participants2021-01-011,127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-011,130
Number of participants with account balances2021-01-011,130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0183
2020: BAYCARE CLINIC 401(K) RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,067
Total number of active participants reported on line 7a of the Form 55002020-01-01863
Number of retired or separated participants receiving benefits2020-01-0131
Number of other retired or separated participants entitled to future benefits2020-01-01205
Total of all active and inactive participants2020-01-011,099
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-011,102
Number of participants with account balances2020-01-011,102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0165
2019: BAYCARE CLINIC 401(K) RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,036
Total number of active participants reported on line 7a of the Form 55002019-01-01886
Number of retired or separated participants receiving benefits2019-01-0117
Number of other retired or separated participants entitled to future benefits2019-01-01161
Total of all active and inactive participants2019-01-011,064
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-011,067
Number of participants with account balances2019-01-011,066
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0173
2018: BAYCARE CLINIC 401(K) RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01966
Total number of active participants reported on line 7a of the Form 55002018-01-01880
Number of retired or separated participants receiving benefits2018-01-0114
Number of other retired or separated participants entitled to future benefits2018-01-01139
Total of all active and inactive participants2018-01-011,033
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-011,036
Number of participants with account balances2018-01-011,035
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0183
2017: BAYCARE CLINIC 401(K) RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01888
Total number of active participants reported on line 7a of the Form 55002017-01-01820
Number of retired or separated participants receiving benefits2017-01-0118
Number of other retired or separated participants entitled to future benefits2017-01-01125
Total of all active and inactive participants2017-01-01963
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-01966
Number of participants with account balances2017-01-01966
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0163
2016: BAYCARE CLINIC 401(K) RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01845
Total number of active participants reported on line 7a of the Form 55002016-01-01769
Number of retired or separated participants receiving benefits2016-01-0112
Number of other retired or separated participants entitled to future benefits2016-01-01105
Total of all active and inactive participants2016-01-01886
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01888
Number of participants with account balances2016-01-01886
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0146
2015: BAYCARE CLINIC 401(K) RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01757
Total number of active participants reported on line 7a of the Form 55002015-01-01707
Number of retired or separated participants receiving benefits2015-01-0110
Number of other retired or separated participants entitled to future benefits2015-01-01126
Total of all active and inactive participants2015-01-01843
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01845
Number of participants with account balances2015-01-01841
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0161
2014: BAYCARE CLINIC 401(K) RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01677
Total number of active participants reported on line 7a of the Form 55002014-01-01634
Number of retired or separated participants receiving benefits2014-01-0116
Number of other retired or separated participants entitled to future benefits2014-01-01105
Total of all active and inactive participants2014-01-01755
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01756
Number of participants with account balances2014-01-01745
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0126
2013: BAYCARE CLINIC 401(K) RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01613
Total number of active participants reported on line 7a of the Form 55002013-01-01563
Number of retired or separated participants receiving benefits2013-01-019
Number of other retired or separated participants entitled to future benefits2013-01-01104
Total of all active and inactive participants2013-01-01676
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01676
Number of participants with account balances2013-01-01671
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0127
2012: BAYCARE CLINIC 401(K) RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01605
Total number of active participants reported on line 7a of the Form 55002012-01-01514
Number of retired or separated participants receiving benefits2012-01-017
Number of other retired or separated participants entitled to future benefits2012-01-0190
Total of all active and inactive participants2012-01-01611
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01613
Number of participants with account balances2012-01-01608
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0129
2011: BAYCARE CLINIC 401(K) RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01607
Total number of active participants reported on line 7a of the Form 55002011-01-01502
Number of retired or separated participants receiving benefits2011-01-017
Number of other retired or separated participants entitled to future benefits2011-01-0195
Total of all active and inactive participants2011-01-01604
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01605
Number of participants with account balances2011-01-01601
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0133
2009: BAYCARE CLINIC 401(K) RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01593
Total number of active participants reported on line 7a of the Form 55002009-01-01510
Number of retired or separated participants receiving benefits2009-01-013
Number of other retired or separated participants entitled to future benefits2009-01-0179
Total of all active and inactive participants2009-01-01592
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01592
Number of participants with account balances2009-01-01579
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0122

Financial Data on BAYCARE CLINIC 401(K) RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : BAYCARE CLINIC 401(K) RETIREMENT SAVINGS PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-35,169,542
Total of all expenses incurred2022-12-31$18,933,409
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$18,644,943
Value of total corrective distributions2022-12-31$1,308
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$17,399,073
Value of total assets at end of year2022-12-31$231,618,916
Value of total assets at beginning of year2022-12-31$285,721,867
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$287,158
Total interest from all sources2022-12-31$58,359
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,521,864
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,521,864
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$7,365,220
Participant contributions at end of year2022-12-31$999,992
Participant contributions at beginning of year2022-12-31$1,080,911
Participant contributions at end of year2022-12-31$51,574
Participant contributions at beginning of year2022-12-31$49,803
Assets. Other investments not covered elsewhere at end of year2022-12-31$15,066,480
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$16,500,205
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,159,335
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$12,232
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$17,958
Other income not declared elsewhere2022-12-31$-3,068,632
Administrative expenses (other) incurred2022-12-31$14,979
Total non interest bearing cash at end of year2022-12-31$103,554
Total non interest bearing cash at beginning of year2022-12-31$300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-54,102,951
Value of net assets at end of year (total assets less liabilities)2022-12-31$231,618,916
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$285,721,867
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$272,179
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$171,527,413
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$216,819,818
Interest on participant loans2022-12-31$58,359
Value of interest in common/collective trusts at end of year2022-12-31$37,621,980
Value of interest in common/collective trusts at beginning of year2022-12-31$45,364,931
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-46,691,245
Net investment gain or loss from common/collective trusts2022-12-31$-5,388,961
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$8,874,518
Employer contributions (assets) at end of year2022-12-31$6,235,691
Employer contributions (assets) at beginning of year2022-12-31$5,887,941
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$18,644,943
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : BAYCARE CLINIC 401(K) RETIREMENT SAVINGS PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$51,303,024
Total of all expenses incurred2021-12-31$11,046,998
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$10,785,959
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$15,770,864
Value of total assets at end of year2021-12-31$285,721,867
Value of total assets at beginning of year2021-12-31$245,465,841
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$261,039
Total interest from all sources2021-12-31$70,088
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,097,968
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,097,968
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$7,022,988
Participant contributions at end of year2021-12-31$1,080,911
Participant contributions at beginning of year2021-12-31$1,251,984
Participant contributions at end of year2021-12-31$49,803
Participant contributions at beginning of year2021-12-31$71,431
Assets. Other investments not covered elsewhere at end of year2021-12-31$16,500,205
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$15,508,997
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$363,580
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$17,958
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$3,535
Other income not declared elsewhere2021-12-31$283,834
Administrative expenses (other) incurred2021-12-31$14,641
Total non interest bearing cash at end of year2021-12-31$300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$40,256,026
Value of net assets at end of year (total assets less liabilities)2021-12-31$285,721,867
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$245,465,841
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$246,398
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$216,819,818
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$179,945,326
Interest on participant loans2021-12-31$70,088
Value of interest in common/collective trusts at end of year2021-12-31$45,364,931
Value of interest in common/collective trusts at beginning of year2021-12-31$43,046,808
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$30,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$30,140,625
Net investment gain or loss from common/collective trusts2021-12-31$2,939,645
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$8,384,296
Employer contributions (assets) at end of year2021-12-31$5,887,941
Employer contributions (assets) at beginning of year2021-12-31$5,637,760
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$10,755,959
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : BAYCARE CLINIC 401(K) RETIREMENT SAVINGS PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$56,560,332
Total of all expenses incurred2020-12-31$17,393,632
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$17,135,452
Value of total corrective distributions2020-12-31$6,992
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$16,859,691
Value of total assets at end of year2020-12-31$245,465,841
Value of total assets at beginning of year2020-12-31$206,299,141
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$251,188
Total interest from all sources2020-12-31$77,532
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,847,694
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,847,694
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$6,589,868
Participant contributions at end of year2020-12-31$1,251,984
Participant contributions at beginning of year2020-12-31$1,156,345
Participant contributions at end of year2020-12-31$71,431
Participant contributions at beginning of year2020-12-31$55,363
Assets. Other investments not covered elsewhere at end of year2020-12-31$15,508,997
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$10,110,579
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,274,414
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$3,535
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$3,835
Other income not declared elsewhere2020-12-31$3,740,847
Administrative expenses (other) incurred2020-12-31$14,749
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$39,166,700
Value of net assets at end of year (total assets less liabilities)2020-12-31$245,465,841
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$206,299,141
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$236,439
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$179,945,326
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$153,354,966
Interest on participant loans2020-12-31$77,532
Value of interest in common/collective trusts at end of year2020-12-31$43,046,808
Value of interest in common/collective trusts at beginning of year2020-12-31$35,918,427
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$30,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$29,550,518
Net investment gain or loss from common/collective trusts2020-12-31$4,484,050
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$7,995,409
Employer contributions (assets) at end of year2020-12-31$5,637,760
Employer contributions (assets) at beginning of year2020-12-31$5,699,626
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$17,105,452
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : BAYCARE CLINIC 401(K) RETIREMENT SAVINGS PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$54,006,144
Total of all expenses incurred2019-12-31$10,668,592
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$10,434,094
Value of total corrective distributions2019-12-31$11,454
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$15,677,615
Value of total assets at end of year2019-12-31$206,299,141
Value of total assets at beginning of year2019-12-31$162,961,589
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$223,044
Total interest from all sources2019-12-31$62,788
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,308,739
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,308,739
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$6,252,582
Participant contributions at end of year2019-12-31$1,156,345
Participant contributions at beginning of year2019-12-31$847,586
Participant contributions at end of year2019-12-31$55,363
Participant contributions at beginning of year2019-12-31$44,205
Assets. Other investments not covered elsewhere at end of year2019-12-31$10,110,579
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$8,966,225
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,390,465
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$3,835
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$3,020
Other income not declared elsewhere2019-12-31$1,674,337
Administrative expenses (other) incurred2019-12-31$20,206
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$43,337,552
Value of net assets at end of year (total assets less liabilities)2019-12-31$206,299,141
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$162,961,589
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$202,838
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$153,354,966
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$116,435,836
Interest on participant loans2019-12-31$62,788
Value of interest in common/collective trusts at end of year2019-12-31$35,918,427
Value of interest in common/collective trusts at beginning of year2019-12-31$31,279,905
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$30,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$29,438,408
Net investment gain or loss from common/collective trusts2019-12-31$4,844,257
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$8,034,568
Employer contributions (assets) at end of year2019-12-31$5,699,626
Employer contributions (assets) at beginning of year2019-12-31$5,384,812
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$10,404,094
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
2018 : BAYCARE CLINIC 401(K) RETIREMENT SAVINGS PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$5,411,249
Total of all expenses incurred2018-12-31$4,352,784
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,048,287
Value of total corrective distributions2018-12-31$6,945
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$14,041,550
Value of total assets at end of year2018-12-31$162,961,589
Value of total assets at beginning of year2018-12-31$161,903,124
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$297,552
Total interest from all sources2018-12-31$46,481
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,577,972
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,577,972
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$5,751,801
Participant contributions at end of year2018-12-31$847,586
Participant contributions at beginning of year2018-12-31$701,141
Participant contributions at end of year2018-12-31$44,205
Participant contributions at beginning of year2018-12-31$52,343
Assets. Other investments not covered elsewhere at end of year2018-12-31$8,966,225
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$8,861,632
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$715,986
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$3,020
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$2,354
Other income not declared elsewhere2018-12-31$-165,306
Administrative expenses (other) incurred2018-12-31$20,342
Total non interest bearing cash at beginning of year2018-12-31$165,658
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$1,058,465
Value of net assets at end of year (total assets less liabilities)2018-12-31$162,961,589
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$161,903,124
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$277,210
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$116,435,836
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$117,364,880
Interest on participant loans2018-12-31$46,481
Value of interest in common/collective trusts at end of year2018-12-31$31,279,905
Value of interest in common/collective trusts at beginning of year2018-12-31$29,844,438
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$30,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-9,308,693
Net investment gain or loss from common/collective trusts2018-12-31$-780,755
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$7,573,763
Employer contributions (assets) at end of year2018-12-31$5,384,812
Employer contributions (assets) at beginning of year2018-12-31$4,910,678
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,018,287
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : BAYCARE CLINIC 401(K) RETIREMENT SAVINGS PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$38,538,856
Total of all expenses incurred2017-12-31$7,862,684
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$7,572,808
Value of total corrective distributions2017-12-31$4,744
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$14,297,210
Value of total assets at end of year2017-12-31$161,903,124
Value of total assets at beginning of year2017-12-31$131,226,952
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$285,132
Total interest from all sources2017-12-31$36,109
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,460,759
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,460,759
Administrative expenses professional fees incurred2017-12-31$10,356
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$5,112,515
Participant contributions at end of year2017-12-31$701,141
Participant contributions at beginning of year2017-12-31$664,316
Participant contributions at end of year2017-12-31$52,343
Participant contributions at beginning of year2017-12-31$69,562
Assets. Other investments not covered elsewhere at end of year2017-12-31$8,861,632
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$13,196,925
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,280,512
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$2,354
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$1,085
Other income not declared elsewhere2017-12-31$1,251,848
Administrative expenses (other) incurred2017-12-31$16,641
Total non interest bearing cash at end of year2017-12-31$165,658
Total non interest bearing cash at beginning of year2017-12-31$150,042
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$30,676,172
Value of net assets at end of year (total assets less liabilities)2017-12-31$161,903,124
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$131,226,952
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$258,135
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$117,364,880
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$88,992,965
Interest on participant loans2017-12-31$36,109
Value of interest in common/collective trusts at end of year2017-12-31$29,844,438
Value of interest in common/collective trusts at beginning of year2017-12-31$24,003,248
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$30,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$18,695,077
Net investment gain or loss from common/collective trusts2017-12-31$2,797,853
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$6,904,183
Employer contributions (assets) at end of year2017-12-31$4,910,678
Employer contributions (assets) at beginning of year2017-12-31$4,148,809
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$7,542,808
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SCHENCK, S.C.
Accountancy firm EIN2017-12-31391173131
2016 : BAYCARE CLINIC 401(K) RETIREMENT SAVINGS PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$20,602,482
Total of all expenses incurred2016-12-31$7,630,068
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$7,418,158
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$11,172,884
Value of total assets at end of year2016-12-31$131,226,952
Value of total assets at beginning of year2016-12-31$118,254,538
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$211,910
Total interest from all sources2016-12-31$32,263
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,036,622
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,036,622
Administrative expenses professional fees incurred2016-12-31$8,860
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$4,707,948
Participant contributions at end of year2016-12-31$664,316
Participant contributions at beginning of year2016-12-31$624,254
Participant contributions at end of year2016-12-31$69,562
Participant contributions at beginning of year2016-12-31$35,574
Assets. Other investments not covered elsewhere at end of year2016-12-31$13,196,925
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$16,501,993
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$508,278
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$1,085
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$554
Other income not declared elsewhere2016-12-31$457,961
Administrative expenses (other) incurred2016-12-31$14,988
Total non interest bearing cash at end of year2016-12-31$150,042
Total non interest bearing cash at beginning of year2016-12-31$119,582
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$12,972,414
Value of net assets at end of year (total assets less liabilities)2016-12-31$131,226,952
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$118,254,538
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$188,062
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$88,992,965
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$74,774,854
Interest on participant loans2016-12-31$32,263
Value of interest in common/collective trusts at end of year2016-12-31$24,003,248
Value of interest in common/collective trusts at beginning of year2016-12-31$22,081,531
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$30,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$6,820,295
Net investment gain or loss from common/collective trusts2016-12-31$1,082,457
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$5,956,658
Employer contributions (assets) at end of year2016-12-31$4,148,809
Employer contributions (assets) at beginning of year2016-12-31$4,116,196
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$7,388,158
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31SCHENCK, S.C.
Accountancy firm EIN2016-12-31391173131
2015 : BAYCARE CLINIC 401(K) RETIREMENT SAVINGS PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$11,432,256
Total of all expenses incurred2015-12-31$8,273,576
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$8,068,290
Value of total corrective distributions2015-12-31$2,830
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$11,470,632
Value of total assets at end of year2015-12-31$118,254,538
Value of total assets at beginning of year2015-12-31$115,095,858
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$202,456
Total interest from all sources2015-12-31$28,006
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$887,005
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$887,005
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$4,205,330
Participant contributions at end of year2015-12-31$624,254
Participant contributions at beginning of year2015-12-31$557,986
Participant contributions at end of year2015-12-31$35,574
Participant contributions at beginning of year2015-12-31$37,971
Assets. Other investments not covered elsewhere at end of year2015-12-31$16,501,993
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$16,705,040
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,355,655
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$554
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$286
Other income not declared elsewhere2015-12-31$-661,114
Administrative expenses (other) incurred2015-12-31$755
Total non interest bearing cash at end of year2015-12-31$119,582
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$3,158,680
Value of net assets at end of year (total assets less liabilities)2015-12-31$118,254,538
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$115,095,858
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$201,701
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$74,774,854
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$71,245,913
Interest on participant loans2015-12-31$28,006
Value of interest in common/collective trusts at end of year2015-12-31$22,081,531
Value of interest in common/collective trusts at beginning of year2015-12-31$23,006,360
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$30,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-373,462
Net investment gain or loss from common/collective trusts2015-12-31$81,189
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$5,909,647
Employer contributions (assets) at end of year2015-12-31$4,116,196
Employer contributions (assets) at beginning of year2015-12-31$3,542,302
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$8,038,290
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31SCHENCK, S.C.
Accountancy firm EIN2015-12-31391173131
2014 : BAYCARE CLINIC 401(K) RETIREMENT SAVINGS PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$17,276,019
Total of all expenses incurred2014-12-31$11,343,909
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$11,057,929
Value of total corrective distributions2014-12-31$3,679
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$10,333,887
Value of total assets at end of year2014-12-31$115,095,858
Value of total assets at beginning of year2014-12-31$109,163,748
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$282,301
Total interest from all sources2014-12-31$28,751
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,053,296
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,053,296
Administrative expenses professional fees incurred2014-12-31$6,775
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$3,758,342
Participant contributions at end of year2014-12-31$557,986
Participant contributions at beginning of year2014-12-31$636,533
Participant contributions at end of year2014-12-31$37,971
Participant contributions at beginning of year2014-12-31$27,562
Assets. Other investments not covered elsewhere at end of year2014-12-31$16,705,040
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$15,192,820
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,592,228
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$286
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$207
Other income not declared elsewhere2014-12-31$500,788
Administrative expenses (other) incurred2014-12-31$53,984
Total non interest bearing cash at beginning of year2014-12-31$2,378
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$5,932,110
Value of net assets at end of year (total assets less liabilities)2014-12-31$115,095,858
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$109,163,748
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$221,542
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$71,245,913
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$68,376,419
Interest on participant loans2014-12-31$28,751
Value of interest in common/collective trusts at end of year2014-12-31$23,006,360
Value of interest in common/collective trusts at beginning of year2014-12-31$21,577,464
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$30,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$4,311,220
Net investment gain or loss from common/collective trusts2014-12-31$1,048,077
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$4,983,317
Employer contributions (assets) at end of year2014-12-31$3,542,302
Employer contributions (assets) at beginning of year2014-12-31$3,350,365
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$11,027,929
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31SCHENCK, S.C.
Accountancy firm EIN2014-12-31391173131
2013 : BAYCARE CLINIC 401(K) RETIREMENT SAVINGS PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$29,182,035
Total of all expenses incurred2013-12-31$6,823,620
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$6,529,767
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$9,007,114
Value of total assets at end of year2013-12-31$109,163,748
Value of total assets at beginning of year2013-12-31$86,805,333
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$293,853
Total interest from all sources2013-12-31$30,264
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$670,637
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$670,637
Administrative expenses professional fees incurred2013-12-31$16,875
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$3,342,521
Participant contributions at end of year2013-12-31$636,533
Participant contributions at beginning of year2013-12-31$627,042
Participant contributions at end of year2013-12-31$27,562
Participant contributions at beginning of year2013-12-31$18,948
Assets. Other investments not covered elsewhere at end of year2013-12-31$15,192,820
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$14,076,477
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,007,993
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$207
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$178
Other income not declared elsewhere2013-12-31$1,896,928
Administrative expenses (other) incurred2013-12-31$67,713
Total non interest bearing cash at end of year2013-12-31$2,378
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$22,358,415
Value of net assets at end of year (total assets less liabilities)2013-12-31$109,163,748
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$86,805,333
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$209,265
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$68,376,419
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$49,144,768
Interest on participant loans2013-12-31$30,264
Value of interest in common/collective trusts at end of year2013-12-31$21,577,464
Value of interest in common/collective trusts at beginning of year2013-12-31$19,719,768
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$30,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$15,112,454
Net investment gain or loss from common/collective trusts2013-12-31$2,464,638
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$4,656,600
Employer contributions (assets) at end of year2013-12-31$3,350,365
Employer contributions (assets) at beginning of year2013-12-31$3,218,152
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$6,499,767
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31SCHENCK, S.C.
Accountancy firm EIN2013-12-31391173131
2012 : BAYCARE CLINIC 401(K) RETIREMENT SAVINGS PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$16,386,359
Total of all expenses incurred2012-12-31$2,507,150
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,206,830
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$7,703,837
Value of total assets at end of year2012-12-31$86,805,333
Value of total assets at beginning of year2012-12-31$72,926,124
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$300,320
Total interest from all sources2012-12-31$29,186
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$624,782
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$624,782
Administrative expenses professional fees incurred2012-12-31$66,125
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$3,071,104
Participant contributions at end of year2012-12-31$627,042
Participant contributions at beginning of year2012-12-31$573,455
Participant contributions at end of year2012-12-31$18,948
Participant contributions at beginning of year2012-12-31$19,138
Assets. Other investments not covered elsewhere at end of year2012-12-31$14,076,477
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$13,252,961
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$171,565
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$178
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$119
Other income not declared elsewhere2012-12-31$731,939
Administrative expenses (other) incurred2012-12-31$62,980
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$13,879,209
Value of net assets at end of year (total assets less liabilities)2012-12-31$86,805,333
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$72,926,124
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$171,215
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$49,144,768
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$38,840,149
Interest on participant loans2012-12-31$29,186
Value of interest in common/collective trusts at end of year2012-12-31$19,719,768
Value of interest in common/collective trusts at beginning of year2012-12-31$17,101,450
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$30,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$5,821,001
Net investment gain or loss from common/collective trusts2012-12-31$1,475,614
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$4,461,168
Employer contributions (assets) at end of year2012-12-31$3,218,152
Employer contributions (assets) at beginning of year2012-12-31$3,138,852
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,176,830
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SCHENCK, S.C.
Accountancy firm EIN2012-12-31391173131
2011 : BAYCARE CLINIC 401(K) RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$6,755,154
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$6,241,004
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$5,989,916
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$8,186,527
Value of total assets at end of year2011-12-31$72,926,124
Value of total assets at beginning of year2011-12-31$72,411,974
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$251,088
Total interest from all sources2011-12-31$25,934
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$569,066
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$569,066
Administrative expenses professional fees incurred2011-12-31$50,497
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,976,007
Participant contributions at end of year2011-12-31$573,455
Participant contributions at beginning of year2011-12-31$568,679
Participant contributions at end of year2011-12-31$19,138
Participant contributions at beginning of year2011-12-31$12,897
Assets. Other investments not covered elsewhere at end of year2011-12-31$13,252,961
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$11,873,953
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$858,364
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$119
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$57
Other income not declared elsewhere2011-12-31$-512,255
Administrative expenses (other) incurred2011-12-31$50,505
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$514,150
Value of net assets at end of year (total assets less liabilities)2011-12-31$72,926,124
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$72,411,974
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$150,086
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$38,840,149
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$40,272,613
Interest on participant loans2011-12-31$25,934
Value of interest in common/collective trusts at end of year2011-12-31$17,101,450
Value of interest in common/collective trusts at beginning of year2011-12-31$16,510,897
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$30,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,578,970
Net investment gain or loss from common/collective trusts2011-12-31$64,852
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$4,352,156
Employer contributions (assets) at end of year2011-12-31$3,138,852
Employer contributions (assets) at beginning of year2011-12-31$3,172,878
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$5,959,916
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31SCHENCK, S.C.
Accountancy firm EIN2011-12-31391173131
2010 : BAYCARE CLINIC 401(K) RETIREMENT SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$14,944,358
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,386,757
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,104,373
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$7,573,474
Value of total assets at end of year2010-12-31$72,411,974
Value of total assets at beginning of year2010-12-31$59,854,373
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$282,384
Total interest from all sources2010-12-31$24,496
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$370,946
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$370,946
Administrative expenses professional fees incurred2010-12-31$39,759
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$3,008,155
Participant contributions at end of year2010-12-31$568,679
Participant contributions at beginning of year2010-12-31$518,821
Participant contributions at end of year2010-12-31$12,897
Participant contributions at beginning of year2010-12-31$20,566
Assets. Other investments not covered elsewhere at end of year2010-12-31$11,873,953
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$10,971,709
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$185,997
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$57
Other income not declared elsewhere2010-12-31$299,273
Administrative expenses (other) incurred2010-12-31$56,209
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$12,557,601
Value of net assets at end of year (total assets less liabilities)2010-12-31$72,411,974
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$59,854,373
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$186,416
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$40,272,613
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$25,160,658
Interest on participant loans2010-12-31$24,496
Value of interest in common/collective trusts at end of year2010-12-31$16,510,897
Value of interest in common/collective trusts at beginning of year2010-12-31$20,059,788
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$30,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$5,332,036
Net investment gain or loss from common/collective trusts2010-12-31$1,344,133
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$4,379,322
Employer contributions (assets) at end of year2010-12-31$3,172,878
Employer contributions (assets) at beginning of year2010-12-31$3,122,831
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,074,373
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31SCHENCK, S.C.
Accountancy firm EIN2010-12-31391173131
2009 : BAYCARE CLINIC 401(K) RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for BAYCARE CLINIC 401(K) RETIREMENT SAVINGS PLAN

2022: BAYCARE CLINIC 401(K) RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BAYCARE CLINIC 401(K) RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BAYCARE CLINIC 401(K) RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BAYCARE CLINIC 401(K) RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BAYCARE CLINIC 401(K) RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BAYCARE CLINIC 401(K) RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BAYCARE CLINIC 401(K) RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BAYCARE CLINIC 401(K) RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BAYCARE CLINIC 401(K) RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BAYCARE CLINIC 401(K) RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BAYCARE CLINIC 401(K) RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BAYCARE CLINIC 401(K) RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: BAYCARE CLINIC 401(K) RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number4830062
Policy instance 1
Insurance contract or identification number4830062
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number4830062
Policy instance 1
Insurance contract or identification number4830062
Number of Individuals Covered1
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number4830062
Policy instance 1
Insurance contract or identification number4830062
Number of Individuals Covered1
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number4830062
Policy instance 1
Insurance contract or identification number4830062
Number of Individuals Covered1
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number4830062
Policy instance 1
Insurance contract or identification number4830062
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number4830062
Policy instance 1
Insurance contract or identification number4830062
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?1

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