Baptist Health Care, Inc. Pension Plan — Form 5500 plan (Baptist Health Care, Inc.)
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 Care, Inc. Pension Plan is a benefit plan reported by Baptist Health Care, Inc. under EIN 59-0657322 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,997 participants and $87,551,771 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Baptist Health Care, Inc.
- EIN
- 59-0657322
- Plan number
- 002
- Plan type
- 2
- Location
- Pensacola, FL
- Latest filing year
- 2023
- Participants
- 2,997
- End-of-year plan assets
- $87,551,771
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,997 | H, C | 20241015093406NAL0014321475001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $87,551,771
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $87,551,771
- Net assets (BOY)
- $85,356,926
Income & contributions
- Employer contributions
- $1,870,006
- Total contributions
- $1,870,006
- Total income / additions
- $10,671,694
Expenses & distributions
- Benefits paid
- $6,494,578
- Administrative expenses
- $1,982,271
- Total expenses
- $8,476,849
- Net increase / (decrease)
- $2,194,845
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aon Consulting Inc | NONE | $331,362 | not reported in the loaded dataset | 2023 |
| Aon Hewitt Inv Consulting Inc. | NONE | $163,826 | not reported in the loaded dataset | 2023 |
| Regions Bank | TRUSTEE | $115,449 | not reported in the loaded dataset | 2023 |
| Forvis Mazars Llp | AUDITOR | $17,091 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Baptist Health Care, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Pensacola, FL
- Aon Consulting Inc — Schedule C compensation
- Aon Hewitt Inv Consulting Inc. — Schedule C compensation
- Regions Bank — Schedule C compensation
- Forvis Mazars Llp — Schedule C compensation