Baptist Health Thrift Plan — Form 5500 plan (Baptist Healthcare 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 Thrift Plan is a benefit plan reported by Baptist Healthcare System, Inc. under EIN 61-0444707 and plan number 003. The latest loaded filing year is 2023. The filing reports 5,369 participants and $1,121,172,219 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Baptist Healthcare System, Inc.
- EIN
- 61-0444707
- Plan number
- 003
- Plan type
- 2
- Location
- Louisville, KY
- Latest filing year
- 2023
- Participants
- 5,369
- End-of-year plan assets
- $1,121,172,219
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,369 | H, C | 20241011160046NAL0011154451001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,121,172,219
- Total liabilities (EOY)
- $1,300
- Net assets (EOY)
- $1,121,170,919
- Net assets (BOY)
- $1,070,433,764
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total contributions
- $0
- Total income / additions
- $170,450,830
Expenses & distributions
- Benefits paid
- $118,101,412
- Administrative expenses
- $1,192,482
- Total expenses
- $119,713,675
- Net increase / (decrease)
- $50,737,155
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $702,109 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $313,115 | not reported in the loaded dataset | 2023 |
| Captrust Financial Advisors | CONSULTANT | $103,657 | not reported in the loaded dataset | 2023 |
| Deloitte & Touche Llp | ACCOUNTANT/AUDITOR | $74,813 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Baptist Healthcare System, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Louisville, KY
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Captrust Financial Advisors — Schedule C compensation
- Deloitte & Touche Llp — Schedule C compensation