Sansum Santa Barbara Medical Clinic, Inc. 401(k) Plan: Login, Facts & Contact Information

Sansum Santa Barbara Medical Clinic, Inc. 401(k) Plan Facts

Plan name
SANSUM SANTA BARBARA MEDICAL CLINIC, INC. PROFIT SHARING PLAN
Plan type
401(k) and profit sharing
Plan sponsor
SANSUM SANTA BARBARA MEDICAL CLINIC, INC.
Participants
336 (241 active employees)
Former employees with a balance
91
Plan assets
$235,797,512 at Dec 31, 2024
Average account balance
$743,841 across 317 accounts
Employer contributions
$5,409,366 in plan year 2024 (55% of all contributions)
Recordkeeper
Oneamerica Retirement Services, Llc
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Apr 1, 1973
— Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments✓ Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 15, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $9.81 million went into the plan in contributions, $5.41 million of it from the employer (55%).
  • $10.5 million was paid out to participants.
  • Investment and other income added $32.4 million.
  • Administrative expenses were $830,825, about $2,621 per account.

How the Sansum Santa Barbara Medical Clinic, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019292$172.1 million$3.93 million$10.8 million
2020287$203.9 million$4.12 million$4.86 million
2021303$223.8 million$4.48 million$17.6 million
2022309$184.5 million$4.89 million$12.9 million
2023320$204.9 million$5.04 million$19.2 million
2024336$235.8 million$5.41 million$10.5 million

Sansum Santa Barbara Medical Clinic, Inc. 401(k) Contact Information

Phone
805-681-7500
Mailing address
470 SOUTH PATTERSON AVENUE, SANTA BARBARA CA 931112404
Plan sponsor
SANSUM SANTA BARBARA MEDICAL CLINIC, INC.
Employer identification number (EIN)
95-2855614
Plan number
001

Questions about the Sansum Santa Barbara Medical Clinic, Inc. 401(k)

Does Sansum Santa Barbara Medical Clinic, Inc contribute to the 401(k)?

The plan does not report an employer matching arrangement on its Form 5500. It did report $5.41 million in employer contributions for plan year 2024.

Does the Sansum Santa Barbara Medical Clinic, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Sansum Santa Barbara Medical Clinic, Inc 401(k) plan?

336 participants at the start of plan year 2024, 241 of them active employees, and 91 former employees who still had money in the plan.

What is the average 401(k) balance at Sansum Santa Barbara Medical Clinic, Inc?

About $743,841 per account: $235.8 million in plan assets across 317 accounts with a balance at the end of plan year 2024.

Who manages the Sansum Santa Barbara Medical Clinic, Inc 401(k) accounts?

OneAmerica Financial (listed on the filing as ONEAMERICA RETIREMENT SERVICES, LLC) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Sansum Santa Barbara Medical Clinic, Inc. How do I access my 401(k)?

Your account stays with OneAmerica Financial after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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