Plan Snapshot
- Plan Sponsor: Baptist Healthcare System, INC.
- Sponsor EIN: 610444707
- Sponsor Address: 1901 CAMPUS PLACE, LOUISVILLE, KY, 40299
- Plan Type: 403(b)
- Total Participants: 2
- Total Assets: $1.2B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2 | $1.2B | $0 | $0 |
| 2023 | 0 | $1.1B | $0 | $0 |
| 2022 | 790 | $1.1B | -$1,738,010 | -$3,893,544 |
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 |
|---|---|---|---|---|
| DELOITTE & TOUCHE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DELOITTE & TOUCHE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $1,015,918 | $334,474 | $1,800 | — | — |
| 2023 | $1,192,482 | $313,115 | $1,800 | $74,813 | — |
| 2022 | $1,497,466 | $331,213 | — | — | — |