2023 Form 5500 filing — Baptist Health Retirement Savings Plan Master Trust
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 20241011065157NAL0012233571001) for Baptist Health Retirement Savings Plan Master Trust, reported by Baptist Health under EIN 71-0236856 and plan number 010. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011065157NAL0012233571001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Baptist Health
- EIN
- 71-0236856
- Plan number
- 010
- Location
- Little Rock, AR
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $814,862,623
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $814,862,623
- Total income / additions
- $110,032,351
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $110,032,351
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman, Inc. | NONE | $1,532,718 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $341 | $93,124 |
| Symmetry Partners | NONE | $24,482 | not reported in the loaded dataset |
| Independent Financial Advisors | NONE | $6,408 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $3,842 | $0 |