2023 Form 5500 filing — Baptist Health Care Corporation And Affiliates Retirement Savings 403(B) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241004160337NAL0005808275001) for Baptist Health Care Corporation And Affiliates Retirement Savings 403(B) Plan, reported by Baptist Health Care Corporation under EIN 59-2425151 and plan number 001. It reports 6,525 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004160337NAL0005808275001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Baptist Health Care Corporation
- EIN
- 59-2425151
- Plan number
- 001
- Location
- Pensacola, FL
- Participants
- 6,525
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $260,936,414
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $260,936,414
- Employer contributions
- $1,863,257
- Participant contributions
- $15,474,467
- Total income / additions
- $58,866,047
- Benefits paid
- $18,029,666
- Administrative expenses
- $733,102
- Total expenses
- $18,708,490
- Net increase / (decrease)
- $40,157,557
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Institutional Plan Services | RECORD KEEPER | $344,712 | $0 |
| Voya Retirement Advisors, LLC | CONTRACTUAL | $123,978 | not reported in the loaded dataset |
| Mariner Institutional | CONSULTANT | $42,560 | not reported in the loaded dataset |
| Forvis Mazars, Llp | AUDITOR | $30,737 | not reported in the loaded dataset |