Plan5500

Baycare Health System 403(B) Program — Form 5500 plan (Baycare 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, Baycare Health System 403(B) Program is a benefit plan reported by Baycare Health System Inc. under EIN 59-2796965 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,029 participants and $47,244,786 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Baycare Health System Inc.
EIN
59-2796965
Plan number
002
Plan type
2
Location
Clearwater, FL
Latest filing year
2023
Participants
1,029
End-of-year plan assets
$47,244,786

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,029H, C20240904142447NAL0036613424001
2023612H, C20250714100731NAL0000879793001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,930,858
Net assets (EOY)
$17,930,858
Net assets (BOY)
$17,929,305

Income & contributions

Total income / additions
$2,080,546

Expenses & distributions

Benefits paid
$2,075,884
Administrative expenses
$3,109
Total expenses
$2,078,993
Net increase / (decrease)
$1,553

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$6,661not reported in the loaded dataset2023
Variable Annuity Life Ins Co.NONE$3,109$02023

Related Form 5500 pages