2023 Form 5500 filing — Baptist Health Deaconess 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 20241015124921NAL0029684849001) for Baptist Health Deaconess 401(K) Plan, reported by Baptist Health Deaconess, LLC under EIN 87-2361058 and plan number 001. It reports 1,866 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$40.2MReported net assets$40,219,273

Participants1.9K1,866

Provider compensation$163.5K2 Schedule C row(s)$163,540

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241015124921NAL0029684849001
Plan sponsor: Baptist Health Deaconess, LLC
EIN: 87-2361058
Plan number: 001
Location: Madisonville, KY
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$40.2M total assets

Net assets$40.2MLiabilities$23

Money in vs. money out

Total income / additions$18M

Total expenses$2.3M

Benefits paid / distributions$2.1M

Contributions

Employer$3.5M

Participant$6.9M

Full reported line items

Total assets (EOY): $40,219,296
Total liabilities (EOY): $23
Net assets (EOY): $40,219,273
Employer contributions: $3,502,588
Participant contributions: $6,928,183
Total income / additions: $18,037,006
Benefits paid: $2,117,205
Administrative expenses: $162,000
Total expenses: $2,291,939
Net increase / (decrease): $15,745,067

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Fidelity Investments Institutional$136.2K
RECORDKEEPER · Direct $136.2K · Indirect $0
2
Strategic Advisors, Inc.$27.3K
ADVISOR · Direct $27.3K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015124921NAL0029684849001 cover?: It is the 2023 Form 5500 filing for Baptist Health Deaconess 401(K) Plan, reported by Baptist Health Deaconess, LLC (EIN 87-2361058).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).