Plan Snapshot
- Plan Sponsor: Baptist Healthcare System
- Sponsor EIN: 610444707
- Sponsor Address: 1901 CAMPUS PLACE, LOUISVILLE, KY, 40299
- Plan Type: 401(k)
- Total Participants: 18,334
- Total Assets: $852.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 18,334 | $852.1M | $54.2M | $117.9M |
| 2023 | 16,771 | $646.2M | $49.1M | $105.9M |
| 2022 | 21,825 | $451.6M | $48.8M | $104.7M |
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 | $1,231,418 | $248,871 | $900 | — | — |
| 2023 | $1,145,648 | $172,993 | $1,500 | $25,463 | — |
| 2022 | $923,107 | $125,405 | — | — | — |