Baptist Health Care Corporation Retirement Savings 401(K) Plan — Form 5500 plan (Baptist Health Ventures, Inc.)
Plain-English plan 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, Baptist Health Care Corporation Retirement Savings 401(K) Plan is a benefit plan reported by Baptist Health Ventures, Inc. under EIN 59-2415910 and plan number 002. The latest loaded filing year is 2023. The filing reports 570 participants and $31,109,053 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Baptist Health Ventures, Inc.
- EIN
- 59-2415910
- Plan number
- 002
- Plan type
- 2
- Location
- Pensacola, FL
- Latest filing year
- 2023
- Participants
- 570
- End-of-year plan assets
- $31,109,053
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 570 | H, C | 20241003193010NAL0011102449001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,109,053
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,109,053
- Net assets (BOY)
- $27,420,495
Income & contributions
- Employer contributions
- $27,633
- Participant contributions
- $121,888
- Total contributions
- $410,584
- Total income / additions
- $5,372,650
Expenses & distributions
- Benefits paid
- $1,580,745
- Administrative expenses
- $96,159
- Total expenses
- $1,684,092
- Net increase / (decrease)
- $3,688,558
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Institutional Plan Services | RECORD KEEPER | $31,566 | not reported in the loaded dataset | 2023 |
| Forvis Mazars, Llp | AUDITOR | $26,023 | not reported in the loaded dataset | 2023 |
| Voya Retirement Advisors, LLC | INVEST ADVISOR | $9,641 | not reported in the loaded dataset | 2023 |
| Mariner Institutional | CONSULTANT | $5,440 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Baptist Health Ventures, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Pensacola, FL
- Voya Institutional Plan Services — Schedule C compensation
- Forvis Mazars, Llp — Schedule C compensation
- Voya Retirement Advisors, LLC — Schedule C compensation
- Mariner Institutional — Schedule C compensation