Baycare Health System 401(k) and retirement plans

Baycare Health System, Clearwater, FL. EIN 59-2796965. Annual reports 2009–2024. Also filed as Mid-Florida Medical Services, Inc.; Winter Haven Hospital, Inc.; Baycare Health System, Inc.; Baycare Health System Inc.

Baycare Health System has one active retirement plan on file, the Baycare Health System Retirement Plan, with 40,015 participants and $3.1 billion in assets in 2024. Fidelity has been its recordkeeper since 2009. No traditional pension plan appears in Baycare Health System's filings since 2009.

Active plans: 1
Participants: 40,015
Plan assets: $3.1 billion
401(k) recordkeeper: Fidelity
Plans on file: 2
Industry: Health care

All 2 plans

Active plans first

Baycare Health System Retirement Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 59-2796965
Participants (2024): 40,015
Net assets (2024): $3.1 billion
Recordkeeper: Fidelity2009–2024
Plan administrator: Baycare Health System
2985 Drew ST.
Clearwater, FL 33759
(727) 519-1312As filed for 2024
In effect since: October 1, 2001

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	40,015	$3.1 billion	Fidelity
2023	39,073	$2.7 billion	Fidelity
2022	36,234	$2.2 billion	Fidelity
2021	34,405	$2.5 billion	Fidelity
2020	33,377	$2.2 billion	Fidelity
2019	33,720	$1.9 billion	Fidelity
2018	32,714	$1.5 billion	Fidelity
2017	31,413	$1.5 billion	Fidelity
2016	30,557	$1.2 billion	Fidelity
2015	28,829	$1.1 billion	Fidelity
2014	26,627	$1.0 billion	Fidelity
2013	23,192	$929 million	Fidelity
2012	23,925	$763 million	Fidelity
2011	23,150	$643 million	Fidelity
2010	22,066	$598 million	Fidelity
2009	21,283	$488 million	Fidelity

Winter Haven Hospital Retirement Savings Plan

403(b)Closed

Closed. The plan filed its final annual report for 2024, which means its assets were paid out or moved and it no longer exists.

Plan number: 002Employer EIN 59-2796965
Participants (2023): 571
Net assets (2023): $17.9 million
Recordkeeper: Variable Annuity Life InsEarlier: Valic Retirement Services (2009–2017)
Plan administrator: Baycare Health System Inc
2985 Drew Street
Clearwater, FL 33759
(727) 519-1312As filed for 2024
In effect since: January 1, 1987

Earlier sponsors: Mid-Florida Medical Services, Inc. (2009–2011); Winter Haven Hospital, Inc. (2012).

Earlier plan names: Mid-Florida Medical Services, Inc. Retirement Savings Plan; Winter Haven Hospital Retirement Savings Plan Winter Haven Hospital Retirement Savings Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	0	$0	Variable Annuity Life Ins
2023	571	$17.9 million	Variable Annuity Life Ins
2022	612	$17.9 million	Variable Annuity Life Ins
2021	625	$17.5 million	Variable Annuity Life Ins
2020	652	$19.4 million	Variable Annuity Life Ins
2019	686	$18.6 million	Variable Annuity Life Ins
2018	716	$18.6 million	Variable Annuity Life Ins
2017	769	$19.6 million	Valic Retirement Services
2016	2,131	$59.7 million	Valic Retirement Services
2015	3,113	$60.7 million	Valic Retirement Services
2014	3,627	$65.5 million	Valic Retirement Services
2013	3,835	$78.3 million	Valic Retirement Services
2012	3,985	$87.9 million	Valic Retirement Services
2011	3,955	$76.7 million	Valic Retirement Services
2010	3,229	$66.6 million	Valic Retirement Services
2009	3,420	$67.1 million	Valic Retirement Services

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Baycare Health System Retirement Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((727) 519-1312). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan closed, unclaimed balances usually went to an IRA in your name, to the PBGC's missing participants program, or to state unclaimed property. Here is how to check each one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 2 plans

Baycare Health System Retirement Plan

Winter Haven Hospital Retirement Savings Plan

If you had money in one of these plans

What these numbers are

Other health care employers in FL