2023 Form 5500 filing — Baptist Health Care, Inc. Pension 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 20241015093406NAL0014321475001) for Baptist Health Care, Inc. Pension Plan, reported by Baptist Health Care, Inc. under EIN 59-0657322 and plan number 002. It reports 2,997 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015093406NAL0014321475001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Baptist Health Care, Inc.
- EIN
- 59-0657322
- Plan number
- 002
- Location
- Pensacola, FL
- Participants
- 2,997
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $87,551,771
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $87,551,771
- Employer contributions
- $1,870,006
- Total income / additions
- $10,671,694
- Benefits paid
- $6,494,578
- Administrative expenses
- $1,982,271
- Total expenses
- $8,476,849
- Net increase / (decrease)
- $2,194,845
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aon Consulting Inc | NONE | $331,362 | not reported in the loaded dataset |
| Aon Hewitt Inv Consulting Inc. | NONE | $163,826 | not reported in the loaded dataset |
| Regions Bank | TRUSTEE | $115,449 | not reported in the loaded dataset |
| Forvis Mazars Llp | AUDITOR | $17,091 | not reported in the loaded dataset |