2023 Form 5500 filing — Baptist Health System Retirement 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 20241011165417NAL0011201843001) for Baptist Health System Retirement Plan, reported by Baptist Health System, Inc. under EIN 59-2487136 and plan number 001. It reports 4,282 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011165417NAL0011201843001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Baptist Health System, Inc.
- EIN
- 59-2487136
- Plan number
- 001
- Location
- Jacksonville, FL
- Participants
- 4,282
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $546,385,095
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $546,385,095
- Total income / additions
- $60,514,172
- Benefits paid
- $25,485,602
- Administrative expenses
- $3,817,443
- Total expenses
- $29,303,045
- Net increase / (decrease)
- $31,211,127
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sei Investments Company | INVESTMENT MANAGER | $2,039,293 | not reported in the loaded dataset |
| Aon Consulting Inc. | NONE | $458,847 | not reported in the loaded dataset |
| Crowe Llp | NONE | $26,092 | not reported in the loaded dataset |
| Smith Gambrell And Russell Llp | NONE | $23,831 | not reported in the loaded dataset |