# Baycare Health Systems LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/baycare-health-systems-llc-391850939-501

> Baycare Health Systems LLC's Health & Welfare plan: 652 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Baycare Health Systems LLC

- **Sponsor EIN:** 391850939

- **Sponsor Address:** 1035 KEPLER DR, GREEN BAY, WI, 54311

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 652

- **Total Assets:** $3.9M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|652|$3.9M|$10.5M|$3.0M|

| 2023|627|$4.6M|$10.0M|$3.0M|

| 2022|623|$5.1M|$9.7M|$2.9M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| UMR, INC.|Other Service Provider|$285,344|$5,361|$290,705|

| AURORA BAYCARE MEDICAL CENTER|Other Service Provider|$41,030|—|$41,030|

| DELTA DENTAL OF WISCONSIN|Recordkeeper|$27,812|—|$27,812|

| CLIFTONLARSONALLEN LLP|Auditor|$27,427|—|$27,427|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $386,974

- **Estimated Expense Ratio:** 9.960% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$437,329|—|$260,093|$27,427|—|

| 2023|$371,419|—|—|—|—|

| 2022|$300,651|—|—|—|$300,651|

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