# North Carolina Baptist Hospital DB Plan
Source: https://planprovider.pro/companies/north-carolina-baptist-hospital-plan

> North Carolina Baptist Hospital's DB plan: 1,891 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** North Carolina Baptist Hospital

- **Sponsor EIN:** 560552787

- **Sponsor Address:** MEDICAL CENTER BOULEVARD, WINSTON-SALEM, NC, 271571185

- **Plan Type:** DB

- **Total Participants:** 1,891

- **Total Assets:** $334.9M

## 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|1,891|$334.9M|$4.3M|$0|

| 2023|2,067|$327.2M|$10.9M|$0|

| 2022|2,201|$286.1M|$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|

| AON CONSULTING|NONE|$710,520|—|$710,520|

| HIGHLAND CONSULTING|NONE|$91,530|—|$91,530|

| WILLIS TOWERS WATSON US LLC|ACTUARY|$60,716|—|$60,716|

| CLIFTONLARSONALLEN LLP|AUDITOR|$25,594|—|$25,594|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — AUDITOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $888,360

- **Estimated Expense Ratio:** 0.265% 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|$5,002,247|—|$1,427,079|$25,594|—|

| 2023|$6,194,014|—|$808,712|$17,750|—|

| 2022|$5,516,636|—|—|—|$734,174|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/north-carolina-baptist-hospital-plan)

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