2023 Form 5500 filing — Winter Haven Hospital Retirement Savings 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 20250714100731NAL0000879793001) for Winter Haven Hospital Retirement Savings Plan, reported by Baycare Health System Inc under EIN 59-2796965 and plan number 002. It reports 612 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250714100731NAL0000879793001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Baycare Health System Inc
- EIN
- 59-2796965
- Plan number
- 002
- Location
- Clearwater, FL
- Participants
- 612
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,930,858
- Net assets (EOY)
- $17,930,858
- Total income / additions
- $2,080,546
- Benefits paid
- $2,075,884
- Administrative expenses
- $3,109
- Total expenses
- $2,078,993
- Net increase / (decrease)
- $1,553
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $6,661 | not reported in the loaded dataset |
| Variable Annuity Life Ins Co. | NONE | $3,109 | $0 |