Plan5500

Baycare Health System Retirement Plan — Form 5500 plan (Baycare Health System)

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, Baycare Health System Retirement Plan is a benefit plan reported by Baycare Health System under EIN 59-2796965 and plan number 001. The latest loaded filing year is 2023. The filing reports 36,234 participants and $2,674,398,986 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Baycare Health System
EIN
59-2796965
Plan number
001
Plan type
2
Location
Clearwater, FL
Latest filing year
2023
Participants
36,234
End-of-year plan assets
$2,674,398,986

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202336,234H, C20240904142302NAL0044048178001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,674,398,986
Total liabilities (EOY)
$0
Net assets (EOY)
$2,674,398,986
Net assets (BOY)
$2,161,226,685

Income & contributions

Employer contributions
$87,681,779
Participant contributions
$178,267,337
Total contributions
$285,791,114
Total income / additions
$704,689,507

Expenses & distributions

Benefits paid
$189,625,336
Administrative expenses
$1,639,702
Total expenses
$191,517,206
Net increase / (decrease)
$513,172,301

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$1,456,632$02023
CaptrustCONSULTANT$147,939not reported in the loaded dataset2023
Kpmg LlpACCOUNTANT/AUDITOR$23,500not reported in the loaded dataset2023
Hillward HendersonCONSULTANT$11,631not reported in the loaded dataset2023

Related Form 5500 pages