2023 Form 5500 filing — Baptist Health Care Corporation Retirement Savings 401(K) 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 20241003193010NAL0011102449001) for Baptist Health Care Corporation Retirement Savings 401(K) Plan, reported by Baptist Health Ventures, Inc. under EIN 59-2415910 and plan number 002. It reports 570 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003193010NAL0011102449001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Baptist Health Ventures, Inc.
- EIN
- 59-2415910
- Plan number
- 002
- Location
- Pensacola, FL
- Participants
- 570
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,109,053
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,109,053
- Employer contributions
- $27,633
- Participant contributions
- $121,888
- Total income / additions
- $5,372,650
- Benefits paid
- $1,580,745
- Administrative expenses
- $96,159
- Total expenses
- $1,684,092
- Net increase / (decrease)
- $3,688,558
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Institutional Plan Services | RECORD KEEPER | $31,566 | not reported in the loaded dataset |
| Forvis Mazars, Llp | AUDITOR | $26,023 | not reported in the loaded dataset |
| Voya Retirement Advisors, LLC | INVEST ADVISOR | $9,641 | not reported in the loaded dataset |
| Mariner Institutional | CONSULTANT | $5,440 | not reported in the loaded dataset |