Plan5500

Baptist Health Retirement Savings Plan Master Trust — Form 5500 plan (Baptist Health)

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 Retirement Savings Plan Master Trust is a benefit plan reported by Baptist Health under EIN 71-0236856 and plan number 010. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $814,862,623 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Baptist Health
EIN
71-0236856
Plan number
010
Plan type
4
Location
Little Rock, AR
Latest filing year
2023
Participants
not reported in the loaded dataset
End-of-year plan assets
$814,862,623

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH, C20241011065157NAL0012233571001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$814,862,623
Total liabilities (EOY)
$0
Net assets (EOY)
$814,862,623
Net assets (BOY)
$681,558,077

Income & contributions

Total contributions
$0
Total income / additions
$110,032,351

Expenses & distributions

Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$110,032,351

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Milliman, Inc.NONE$1,532,718not reported in the loaded dataset2023
Charles Schwab Trust BankNONE$341$93,1242023
Symmetry PartnersNONE$24,482not reported in the loaded dataset2023
Independent Financial AdvisorsNONE$6,408not reported in the loaded dataset2023
Charles Schwab & Co., Inc.NONE$3,842$02023

Related Form 5500 pages