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BAYCARE HEALTH SYSTEMS, LLC FLEXIBLE BENEFIT PLAN 401k Plan overview

Plan NameBAYCARE HEALTH SYSTEMS, LLC FLEXIBLE BENEFIT PLAN
Plan identification number 501

BAYCARE HEALTH SYSTEMS, LLC FLEXIBLE BENEFIT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Dental
  • Other welfare benefit cover

401k Sponsoring company profile

BAYCARE HEALTH SYSTEMS LLC has sponsored the creation of one or more 401k plans.

Company Name:BAYCARE HEALTH SYSTEMS LLC
Employer identification number (EIN):391850939
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 HEALTH SYSTEMS, LLC FLEXIBLE BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012024-01-01JULIE DUCKETT
5012023-01-01
5012023-01-01JULIE DUCKETT
5012022-01-01
5012022-01-01JULIE DUCKETT
5012021-01-01
5012021-01-01JULIE DUCKETT
5012020-01-01
5012019-01-01
5012018-01-01JULIE DUCKETT
5012017-01-01JULIE DUCKETT JULIE DUCKETT2018-07-18
5012016-01-01JULIE DUCKETT JULIE DUCKETT2017-07-20
5012015-01-01JULIE DUCKETT
5012014-01-01JULIE DUCKETT
5012013-01-01JULIE DUCKETT
5012012-01-01CHRIS AUGUSTIAN
5012011-01-01CHRIS AUGUSTIAN

Financial Data on BAYCARE HEALTH SYSTEMS, LLC FLEXIBLE BENEFIT PLAN

Measure Date Value
2023 : BAYCARE HEALTH SYSTEMS, LLC FLEXIBLE BENEFIT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$1,196,587
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$1,487,278
Total income from all sources (including contributions)2023-12-31$13,227,219
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$13,476,447
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$13,105,028
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$13,051,663
Value of total assets at end of year2023-12-31$4,578,361
Value of total assets at beginning of year2023-12-31$5,118,280
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$371,419
Total interest from all sources2023-12-31$175,556
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$3,040,590
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$1,140,845
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$1,126,290
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$164,138
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$506,043
Total non interest bearing cash at end of year2023-12-31$0
Total non interest bearing cash at beginning of year2023-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$-249,228
Value of net assets at end of year (total assets less liabilities)2023-12-31$3,381,774
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$3,631,002
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$3,437,516
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$3,991,990
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$3,991,990
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$175,556
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$1,654,479
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31Yes
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$10,011,073
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$11,450,549
Liabilities. Value of benefit claims payable at end of year2023-12-31$1,032,449
Liabilities. Value of benefit claims payable at beginning of year2023-12-31$981,235
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2023-12-31410746749
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$1,196,587
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$1,487,278
Total income from all sources (including contributions)2023-01-01$13,227,219
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$13,476,447
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$13,105,028
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$13,051,663
Value of total assets at end of year2023-01-01$4,578,361
Value of total assets at beginning of year2023-01-01$5,118,280
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$371,419
Total interest from all sources2023-01-01$175,556
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$500,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$3,040,590
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-01-01$1,140,845
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-01-01$1,126,290
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-01-01$164,138
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-01-01$506,043
Total non interest bearing cash at end of year2023-01-01$0
Total non interest bearing cash at beginning of year2023-01-01$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$-249,228
Value of net assets at end of year (total assets less liabilities)2023-01-01$3,381,774
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$3,631,002
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-01-01$3,437,516
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-01-01$175,556
Expenses. Payments to insurance carriers foe the provision of benefits2023-01-01$1,654,479
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01Yes
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$10,011,073
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$11,450,549
Liabilities. Value of benefit claims payable at end of year2023-01-01$1,032,449
Liabilities. Value of benefit claims payable at beginning of year2023-01-01$981,235
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01CLIFTONLARSONALLEN LLP
Accountancy firm EIN2023-01-01410746749
2022 : BAYCARE HEALTH SYSTEMS, LLC FLEXIBLE BENEFIT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,487,278
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,535,920
Total income from all sources (including contributions)2022-12-31$12,666,239
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$13,212,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$12,911,940
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$12,601,842
Value of total assets at end of year2022-12-31$5,118,280
Value of total assets at beginning of year2022-12-31$5,713,274
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$300,651
Total interest from all sources2022-12-31$64,397
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$300,651
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$2,942,698
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$1,126,290
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$638,017
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$506,043
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$53,961
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$212,075
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-546,352
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,631,002
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,177,354
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$3,991,990
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$4,863,182
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$4,863,182
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$64,397
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$1,765,726
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
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$9,659,144
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$11,146,214
Liabilities. Value of benefit claims payable at end of year2022-12-31$981,235
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$1,481,959
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
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$1,487,278
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$1,535,920
Total income from all sources (including contributions)2022-01-01$12,666,239
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$13,212,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$12,911,940
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$12,601,842
Value of total assets at end of year2022-01-01$5,118,280
Value of total assets at beginning of year2022-01-01$5,713,274
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$300,651
Total interest from all sources2022-01-01$64,397
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Administrative expenses professional fees incurred2022-01-01$300,651
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$500,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$2,942,698
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-01-01$1,126,290
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-01-01$638,017
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-01-01$506,043
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-01-01$53,961
Total non interest bearing cash at end of year2022-01-01$0
Total non interest bearing cash at beginning of year2022-01-01$212,075
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-546,352
Value of net assets at end of year (total assets less liabilities)2022-01-01$3,631,002
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$4,177,354
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-01-01$3,991,990
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-01-01$64,397
Expenses. Payments to insurance carriers foe the provision of benefits2022-01-01$1,765,726
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01Yes
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$9,659,144
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$11,146,214
Liabilities. Value of benefit claims payable at end of year2022-01-01$981,235
Liabilities. Value of benefit claims payable at beginning of year2022-01-01$1,481,959
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-01-01410746749
2021 : BAYCARE HEALTH SYSTEMS, LLC FLEXIBLE BENEFIT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,535,920
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,113,552
Total income from all sources (including contributions)2021-12-31$12,824,041
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$12,527,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$12,239,089
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$12,822,967
Value of total assets at end of year2021-12-31$5,713,274
Value of total assets at beginning of year2021-12-31$4,994,173
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$288,219
Total interest from all sources2021-12-31$1,074
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$288,219
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
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,925,669
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$638,017
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$1,084,527
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$53,961
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$151,431
Total non interest bearing cash at end of year2021-12-31$212,075
Total non interest bearing cash at beginning of year2021-12-31$101,673
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$296,733
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,177,354
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,880,621
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$4,863,182
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$3,807,973
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$3,807,973
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$1,074
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$1,848,940
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
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$9,897,298
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$10,390,149
Liabilities. Value of benefit claims payable at end of year2021-12-31$1,481,959
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$962,121
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

Form 5500 Responses for BAYCARE HEALTH SYSTEMS, LLC FLEXIBLE BENEFIT PLAN

2023: BAYCARE HEALTH SYSTEMS, LLC FLEXIBLE BENEFIT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: BAYCARE HEALTH SYSTEMS, LLC FLEXIBLE BENEFIT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
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 HEALTH SYSTEMS, LLC FLEXIBLE BENEFIT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
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 HEALTH SYSTEMS, LLC FLEXIBLE BENEFIT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – General assets of the sponsorYes
2020-01-01Plan benefit arrangement – General assets of the sponsorYes
2019: BAYCARE HEALTH SYSTEMS, LLC FLEXIBLE BENEFIT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – General assets of the sponsorYes
2019-01-01Plan benefit arrangement – General assets of the sponsorYes
2018: BAYCARE HEALTH SYSTEMS, LLC FLEXIBLE BENEFIT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01First time form 5500 has been submittedYes
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – General assets of the sponsorYes
2018-01-01Plan benefit arrangement – General assets of the sponsorYes
2017: BAYCARE HEALTH SYSTEMS, LLC FLEXIBLE BENEFIT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01First time form 5500 has been submittedYes
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – General assets of the sponsorYes
2017-01-01Plan benefit arrangement – General assets of the sponsorYes
2016: BAYCARE HEALTH SYSTEMS, LLC FLEXIBLE BENEFIT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01First time form 5500 has been submittedYes
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – General assets of the sponsorYes
2016-01-01Plan benefit arrangement – General assets of the sponsorYes
2015: BAYCARE HEALTH SYSTEMS, LLC FLEXIBLE BENEFIT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01First time form 5500 has been submittedYes
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – General assets of the sponsorYes
2015-01-01Plan benefit arrangement – General assets of the sponsorYes
2014: BAYCARE HEALTH SYSTEMS, LLC FLEXIBLE BENEFIT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01First time form 5500 has been submittedYes
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – General assets of the sponsorYes
2014-01-01Plan benefit arrangement – General assets of the sponsorYes
2013: BAYCARE HEALTH SYSTEMS, LLC FLEXIBLE BENEFIT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01First time form 5500 has been submittedYes
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – General assets of the sponsorYes
2013-01-01Plan benefit arrangement – General assets of the sponsorYes
2012: BAYCARE HEALTH SYSTEMS, LLC FLEXIBLE BENEFIT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – General assets of the sponsorYes
2012-01-01Plan benefit arrangement – General assets of the sponsorYes
2011: BAYCARE HEALTH SYSTEMS, LLC FLEXIBLE BENEFIT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle 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 – General assets of the sponsorYes
2011-01-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

WMSH INSURANCE SPC LTD ON BEHALF OF BAYCARE SP (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract numberBAYCARESP_EXCES
Policy instance 1
Insurance contract or identification numberBAYCARESP_EXCES
Number of Individuals Covered609
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $614,558
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number956776
Policy instance 2
Insurance contract or identification number956776
Number of Individuals Covered611
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $5,369
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $967,695
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WMSH INSURANCE SPC LTD ON BEHALF OF BAYCARE SP (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract numberBAYCARESP_EXCES
Policy instance 1
Insurance contract or identification numberBAYCARESP_EXCES
Number of Individuals Covered616
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $527,087
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number685658
Policy instance 2
Insurance contract or identification number685658
Number of Individuals Covered627
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $35,013
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,167,115
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WMSH INSURANCE SPC LTD ON BEHALF OF BAYCARE SP (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract numberBAYCARESP_EXCES
Policy instance 1
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number417004411979
Policy instance 2

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