Baptist Health Care Corporation And Affiliates Retirement Savings 403(B) Plan — Form 5500 plan (Baptist Health Care Corporation)
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 And Affiliates Retirement Savings 403(B) Plan is a benefit plan reported by Baptist Health Care Corporation under EIN 59-2425151 and plan number 001. The latest loaded filing year is 2023. The filing reports 6,525 participants and $260,936,414 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Baptist Health Care Corporation
- EIN
- 59-2425151
- Plan number
- 001
- Plan type
- 2
- Location
- Pensacola, FL
- Latest filing year
- 2023
- Participants
- 6,525
- End-of-year plan assets
- $260,936,414
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,525 | H, C | 20241004160337NAL0005808275001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $260,936,414
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $260,936,414
- Net assets (BOY)
- $220,778,857
Income & contributions
- Employer contributions
- $1,863,257
- Participant contributions
- $15,474,467
- Total contributions
- $19,910,351
- Total income / additions
- $58,866,047
Expenses & distributions
- Benefits paid
- $18,029,666
- Administrative expenses
- $733,102
- Total expenses
- $18,708,490
- Net increase / (decrease)
- $40,157,557
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Institutional Plan Services | RECORD KEEPER | $344,712 | $0 | 2023 |
| Voya Retirement Advisors, LLC | CONTRACTUAL | $123,978 | not reported in the loaded dataset | 2023 |
| Mariner Institutional | CONSULTANT | $42,560 | not reported in the loaded dataset | 2023 |
| Forvis Mazars, Llp | AUDITOR | $30,737 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Baptist Health Care Corporation
- 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
- Voya Retirement Advisors, LLC — Schedule C compensation
- Mariner Institutional — Schedule C compensation
- Forvis Mazars, Llp — Schedule C compensation