2023 Form 5500 filing — Baptist Health South Florida, Inc. 403(B) Employee Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241002173257NAL0009238353002) for Baptist Health South Florida, Inc. 403(B) Employee Retirement Plan, reported by Baptist Health South Florida, Inc. under EIN 65-0267668 and plan number 002. It reports 32,456 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002173257NAL0009238353002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Baptist Health South Florida, Inc.
- EIN
- 65-0267668
- Plan number
- 002
- Location
- Coral Gables, FL
- Participants
- 32,456
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,330,892,261
- Net assets (EOY)
- $2,330,892,261
- Employer contributions
- $92,056,403
- Participant contributions
- $157,107,789
- Total income / additions
- $565,667,606
- Benefits paid
- $156,358,679
- Administrative expenses
- $2,259,934
- Total expenses
- $158,913,019
- Net increase / (decrease)
- $406,754,587
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $2,220,366 | $0 |
| Slatestone Wealth LLC | SECURITIES BROKER | $6,872 | not reported in the loaded dataset |
| Larson Financial Group | SECUTITIES BROKER | $6,709 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $5,136 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |