Plan Snapshot
- Plan Sponsor: Baptist Health System, INC.
- Sponsor EIN: 592487136
- Sponsor Address: 841 PRUDENTIAL DRIVE SUITE 640,, JACKSONVILLE, FL, 32207
- Plan Type: DB
- Total Participants: 750
- Total Assets: $531.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 750 | $531.3M | $0 | $0 |
| 2023 | 813 | $546.4M | $0 | $0 |
| 2022 | 923 | $515.2M | $0 | $0 |
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 |
|---|---|---|---|---|
| CROWE LLP | Auditor | $37,742 | — | $37,742 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $37,742
- Estimated Expense Ratio: 0.007% 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 | $3,317,709 | $1,839,763 | — | $37,742 | — |
| 2023 | $3,817,443 | $2,039,293 | $458,847 | $26,092 | — |
| 2022 | $2,732,654 | $2,231,613 | $464,786 | — | $36,255 |