Baptist Health System Retirement Plan — Form 5500 plan (Baptist Health System, 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 System Retirement Plan is a benefit plan reported by Baptist Health System, Inc. under EIN 59-2487136 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,282 participants and $546,385,095 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Baptist Health System, Inc.
- EIN
- 59-2487136
- Plan number
- 001
- Plan type
- 2
- Location
- Jacksonville, FL
- Latest filing year
- 2023
- Participants
- 4,282
- End-of-year plan assets
- $546,385,095
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,282 | H, C | 20241011165417NAL0011201843001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $546,385,095
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $546,385,095
- Net assets (BOY)
- $515,173,968
Income & contributions
- Total contributions
- $0
- Total income / additions
- $60,514,172
Expenses & distributions
- Benefits paid
- $25,485,602
- Administrative expenses
- $3,817,443
- Total expenses
- $29,303,045
- Net increase / (decrease)
- $31,211,127
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sei Investments Company | INVESTMENT MANAGER | $2,039,293 | not reported in the loaded dataset | 2023 |
| Aon Consulting Inc. | NONE | $458,847 | not reported in the loaded dataset | 2023 |
| Crowe Llp | NONE | $26,092 | not reported in the loaded dataset | 2023 |
| Smith Gambrell And Russell Llp | NONE | $23,831 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Baptist Health System, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Jacksonville, FL
- Sei Investments Company — Schedule C compensation
- Aon Consulting Inc. — Schedule C compensation
- Crowe Llp — Schedule C compensation
- Smith Gambrell And Russell Llp — Schedule C compensation