Baptist Health System, Inc. Matched Savings Plan — Form 5500 plan (Baptist Health System, 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 System, Inc. Matched Savings Plan is a benefit plan reported by Baptist Health System, Inc. under EIN 59-2487136 and plan number 003. The latest loaded filing year is 2023. The filing reports 18,487 participants and $709,718,551 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Baptist Health System, Inc.
EIN
59-2487136
Plan number
003
Plan type
2
Location
Jacksonville, FL
Latest filing year
2023
Participants
18,487
End-of-year plan assets
$709,718,551

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202318,487H, C20241015193216NAL0029506577005

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$709,718,551
Net assets (EOY)
$709,718,551
Net assets (BOY)
$592,840,265

Income & contributions

Employer contributions
$25,583,225
Participant contributions
$45,142,278
Total contributions
$76,875,936
Total income / additions
$171,969,850

Expenses & distributions

Benefits paid
$54,222,401
Administrative expenses
$869,163
Total expenses
$55,091,564
Net increase / (decrease)
$116,878,286

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Valic Retirement Services CompanyNONE$869,163$02023

Related Form 5500 pages