Plan Snapshot
- Plan Sponsor: Baptist Health Care Corporation
- Sponsor EIN: 592425151
- Sponsor Address: 125 BAPTIST WAY, STE 6A, PENSACOLA, FL, 32503
- Plan Type: 403(b)
- Total Participants: 5,316
- Total Assets: $298.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 5,316 | $298.0M | $3.7M | $16.5M |
| 2023 | 5,090 | $260.9M | $1.9M | $15.5M |
| 2022 | 5,220 | $220.8M | $4.0M | $15.8M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| VOYA INSTITUTIONAL PLAN SERVICES | Recordkeeper | $344,804 | — | $344,804 |
| VOYA RETIREMENT ADVISORS, LLC | Recordkeeper | $152,649 | — | $152,649 |
| ANDCO CONSULTING LLC | Other Service Provider | $62,000 | — | $62,000 |
| MARINER INSTITUTIONAL | Other Service Provider | $12,000 | — | $12,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VOYA RETIREMENT ADVISORS, LLC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $571,453
- Estimated Expense Ratio: 0.192% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $802,754 | $227,299 | $250,211 | — | — |
| 2023 | $733,102 | $167,039 | $214,135 | $30,737 | — |
| 2022 | $638,389 | — | — | — | — |