2023 Form 5500 filing — The Health Care Authority For Baptist Health Matching Dollar 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 20241014111143NAL0026008913002) for The Health Care Authority For Baptist Health Matching Dollar Plan, reported by The Health Care Authority For Baptist Health, An Aff Of Uab Hlth Systm under EIN 20-3204949 and plan number 004. It reports 3,286 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014111143NAL0026008913002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Health Care Authority For Baptist Health, An Aff Of Uab Hlth Systm
- EIN
- 20-3204949
- Plan number
- 004
- Location
- Montgomery, AL
- Participants
- 3,286
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $44,503,015
- Net assets (EOY)
- $44,503,015
- Employer contributions
- $3,542,994
- Total income / additions
- $9,223,468
- Benefits paid
- $2,248,795
- Administrative expenses
- $49,408
- Total expenses
- $2,298,203
- Net increase / (decrease)
- $6,925,265
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $48,793 | $0 |
| Variable Annuity Life Insurance Co | CUSTODIAN | $577 | $0 |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $37 | $0 |