The Health Care Authority For Baptist Health Matching Dollar Plan — Form 5500 plan (The Health Care Authority For Baptist Health, An Aff Of Uab Hlth Systm)
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, The Health Care Authority For Baptist Health Matching Dollar Plan is a benefit plan reported by The Health Care Authority For Baptist Health, An Aff Of Uab Hlth Systm under EIN 20-3204949 and plan number 004. The latest loaded filing year is 2023. The filing reports 3,286 participants and $44,503,015 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Health Care Authority For Baptist Health, An Aff Of Uab Hlth Systm
- EIN
- 20-3204949
- Plan number
- 004
- Plan type
- 2
- Location
- Montgomery, AL
- Latest filing year
- 2023
- Participants
- 3,286
- End-of-year plan assets
- $44,503,015
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,286 | H, C | 20241014111143NAL0026008913002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $44,503,015
- Net assets (EOY)
- $44,503,015
- Net assets (BOY)
- $37,577,750
Income & contributions
- Employer contributions
- $3,542,994
- Total contributions
- $3,542,994
- Total income / additions
- $9,223,468
Expenses & distributions
- Benefits paid
- $2,248,795
- Administrative expenses
- $49,408
- Total expenses
- $2,298,203
- Net increase / (decrease)
- $6,925,265
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $48,793 | $0 | 2023 |
| Variable Annuity Life Insurance Co | CUSTODIAN | $577 | $0 | 2023 |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $37 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Health Care Authority For Baptist Health, An Aff Of Uab Hlth Systm
- 2023 Form 5500 filing
- Form 5500 filings in AL
- 401(k) and benefit plan filings in Montgomery, AL
- Transamerica Retirement Solutions — Schedule C compensation
- Variable Annuity Life Insurance Co — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation