Pension Plan For Employees Of Baptist Health Richmond — 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, Pension Plan For Employees Of Baptist Health Richmond is a benefit plan reported by Baptist Healthcare System, Inc. under EIN 61-0444707 and plan number 004. The latest loaded filing year is 2023. The filing reports 609 participants and $17,404,879 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
004
Plan type
2
Location
Louisville, KY
Latest filing year
2023
Participants
609
End-of-year plan assets
$17,404,879

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023609H, C20241014111128NAL0026008529001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,404,879
Total liabilities (EOY)
$0
Net assets (EOY)
$17,404,879
Net assets (BOY)
$17,688,067

Income & contributions

Employer contributions
$255,970
Total contributions
$255,970
Total income / additions
$949,250

Expenses & distributions

Benefits paid
$1,200,248
Administrative expenses
$32,190
Total expenses
$1,232,438
Net increase / (decrease)
-$283,188

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
New York Life Insurance CompanyNONE$32,190not reported in the loaded dataset2023

Related Form 5500 pages