Baptist Health South Florida, Inc. 403(B) Employee Retirement Plan — Form 5500 plan (Baptist Health South Florida, 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 South Florida, Inc. 403(B) Employee Retirement Plan is a benefit plan reported by Baptist Health South Florida, Inc. under EIN 65-0267668 and plan number 002. The latest loaded filing year is 2023. The filing reports 32,456 participants and $2,330,892,261 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Baptist Health South Florida, Inc.
- EIN
- 65-0267668
- Plan number
- 002
- Plan type
- 2
- Location
- Coral Gables, FL
- Latest filing year
- 2023
- Participants
- 32,456
- End-of-year plan assets
- $2,330,892,261
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 32,456 | H, C | 20241002173257NAL0009238353002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,330,892,261
- Net assets (EOY)
- $2,330,892,261
- Net assets (BOY)
- $1,924,130,807
Income & contributions
- Employer contributions
- $92,056,403
- Participant contributions
- $157,107,789
- Total contributions
- $259,124,170
- Total income / additions
- $565,667,606
Expenses & distributions
- Benefits paid
- $156,358,679
- Administrative expenses
- $2,259,934
- Total expenses
- $158,913,019
- Net increase / (decrease)
- $406,754,587
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $2,220,366 | $0 | 2023 |
| Slatestone Wealth LLC | SECURITIES BROKER | $6,872 | not reported in the loaded dataset | 2023 |
| Larson Financial Group | SECUTITIES BROKER | $6,709 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $5,136 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Baptist Health South Florida, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Coral Gables, FL
- Transamerica Retirement Solutions — Schedule C compensation
- Slatestone Wealth LLC — Schedule C compensation
- Larson Financial Group — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- National Financial Services — Schedule C compensation