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BAPTIST HEALTH SYSTEM RETIREMENT PLAN 401k Plan overview

Plan NameBAPTIST HEALTH SYSTEM RETIREMENT PLAN
Plan identification number 001

BAPTIST HEALTH SYSTEM RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BAPTIST HEALTH SYSTEM, INC. has sponsored the creation of one or more 401k plans.

Company Name:BAPTIST HEALTH SYSTEM, INC.
Employer identification number (EIN):592487136
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about BAPTIST HEALTH SYSTEM, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1997-07-02
Company Identification Number: 2158956
Legal Registered Office Address: 297 NORTH BALLSTON AVENUE
Schenectady
SCOTIA
United States of America (USA)
12302

More information about BAPTIST HEALTH SYSTEM, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BAPTIST HEALTH SYSTEM RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01NECIA CRLENJAK2024-10-11
0012022-01-01NECIA CRLENJAK2023-10-10
0012021-01-01NECIA CRLENJAK2022-10-14
0012020-01-01
0012019-01-01LORI SCARBOROUGH2020-10-14
0012018-01-01LORI SCARBOROUGH2019-10-15
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01CAMILLE COSSA
0012013-01-01CAMILLE COSSA
0012012-01-01CAMILLE COSSA CAMILLE COSSA2013-10-10
0012011-01-01CAMILLE COSSA
0012010-01-01CAMILLE COSSA
0012009-01-01CAMILLE COSSA CAMILLE COSSA2010-10-11

Plan Statistics for BAPTIST HEALTH SYSTEM RETIREMENT PLAN

401k plan membership statisitcs for BAPTIST HEALTH SYSTEM RETIREMENT PLAN

Measure Date Value
2023: BAPTIST HEALTH SYSTEM RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-014,282
Total number of active participants reported on line 7a of the Form 55002023-01-01813
Number of retired or separated participants receiving benefits2023-01-012,242
Number of other retired or separated participants entitled to future benefits2023-01-01924
Total of all active and inactive participants2023-01-013,979
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-01249
Total participants2023-01-014,228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-011
2022: BAPTIST HEALTH SYSTEM RETIREMENT PLAN 2022 401k membership
Market value of plan assets2022-12-31639,555,644
Acturial value of plan assets2022-12-31601,206,258
Funding target for retired participants and beneficiaries receiving payment2022-12-31245,501,980
Number of terminated vested participants2022-12-31985
Fundng target for terminated vested participants2022-12-3164,892,951
Active participant vested funding target2022-12-31165,555,409
Number of active participants2022-12-311,026
Total funding liabilities for active participants2022-12-31168,842,233
Total participant count2022-12-314,348
Total funding target for all participants2022-12-31479,237,164
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-3116,528,163
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-014,348
Total number of active participants reported on line 7a of the Form 55002022-01-01923
Number of retired or separated participants receiving benefits2022-01-012,164
Number of other retired or separated participants entitled to future benefits2022-01-01961
Total of all active and inactive participants2022-01-014,048
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01234
Total participants2022-01-014,282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: BAPTIST HEALTH SYSTEM RETIREMENT PLAN 2021 401k membership
Market value of plan assets2021-12-31594,631,822
Acturial value of plan assets2021-12-31543,346,662
Funding target for retired participants and beneficiaries receiving payment2021-12-31229,289,693
Number of terminated vested participants2021-12-31968
Fundng target for terminated vested participants2021-12-3155,264,610
Active participant vested funding target2021-12-31164,304,705
Number of active participants2021-12-311,168
Total funding liabilities for active participants2021-12-31167,299,296
Total participant count2021-12-314,412
Total funding target for all participants2021-12-31451,853,599
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-3114,799,784
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-014,412
Total number of active participants reported on line 7a of the Form 55002021-01-011,026
Number of retired or separated participants receiving benefits2021-01-012,110
Number of other retired or separated participants entitled to future benefits2021-01-01973
Total of all active and inactive participants2021-01-014,109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01239
Total participants2021-01-014,348
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013
2020: BAPTIST HEALTH SYSTEM RETIREMENT PLAN 2020 401k membership
Market value of plan assets2020-12-31544,309,872
Acturial value of plan assets2020-12-31517,865,703
Funding target for retired participants and beneficiaries receiving payment2020-12-31216,235,161
Number of terminated vested participants2020-12-311,000
Fundng target for terminated vested participants2020-12-3155,865,249
Active participant vested funding target2020-12-31169,691,686
Number of active participants2020-12-311,256
Total funding liabilities for active participants2020-12-31172,384,305
Total participant count2020-12-314,433
Total funding target for all participants2020-12-31444,484,715
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-310
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-3113,454,599
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-014,433
Total number of active participants reported on line 7a of the Form 55002020-01-011,168
Number of retired or separated participants receiving benefits2020-01-012,075
Number of other retired or separated participants entitled to future benefits2020-01-01956
Total of all active and inactive participants2020-01-014,199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01213
Total participants2020-01-014,412
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BAPTIST HEALTH SYSTEM RETIREMENT PLAN 2019 401k membership
Market value of plan assets2019-12-31470,243,177
Acturial value of plan assets2019-12-31496,840,780
Funding target for retired participants and beneficiaries receiving payment2019-12-31194,160,116
Number of terminated vested participants2019-12-311,024
Fundng target for terminated vested participants2019-12-3152,843,568
Active participant vested funding target2019-12-31169,252,975
Number of active participants2019-12-311,363
Total funding liabilities for active participants2019-12-31171,963,801
Total participant count2019-12-314,473
Total funding target for all participants2019-12-31418,967,485
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-310
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-3114,147,595
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-014,473
Total number of active participants reported on line 7a of the Form 55002019-01-011,256
Number of retired or separated participants receiving benefits2019-01-011,996
Number of other retired or separated participants entitled to future benefits2019-01-01990
Total of all active and inactive participants2019-01-014,242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01191
Total participants2019-01-014,433
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: BAPTIST HEALTH SYSTEM RETIREMENT PLAN 2018 401k membership
Market value of plan assets2018-12-31514,619,037
Acturial value of plan assets2018-12-31487,571,428
Funding target for retired participants and beneficiaries receiving payment2018-12-31170,761,742
Number of terminated vested participants2018-12-311,003
Fundng target for terminated vested participants2018-12-3143,254,480
Active participant vested funding target2018-12-31176,348,135
Number of active participants2018-12-311,535
Total funding liabilities for active participants2018-12-31179,186,470
Total participant count2018-12-314,530
Total funding target for all participants2018-12-31393,202,692
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-310
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-3112,856,216
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-014,530
Total number of active participants reported on line 7a of the Form 55002018-01-011,363
Number of retired or separated participants receiving benefits2018-01-011,916
Number of other retired or separated participants entitled to future benefits2018-01-011,003
Total of all active and inactive participants2018-01-014,282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01191
Total participants2018-01-014,473
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: BAPTIST HEALTH SYSTEM RETIREMENT PLAN 2017 401k membership
Market value of plan assets2017-12-31466,155,334
Acturial value of plan assets2017-12-31470,990,258
Funding target for retired participants and beneficiaries receiving payment2017-12-31148,858,010
Number of terminated vested participants2017-12-311,032
Fundng target for terminated vested participants2017-12-3137,992,212
Active participant vested funding target2017-12-31165,455,379
Number of active participants2017-12-311,676
Total funding liabilities for active participants2017-12-31168,229,666
Total participant count2017-12-314,595
Total funding target for all participants2017-12-31355,079,888
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-310
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3112,552,636
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-014,595
Total number of active participants reported on line 7a of the Form 55002017-01-011,535
Number of retired or separated participants receiving benefits2017-01-011,832
Number of other retired or separated participants entitled to future benefits2017-01-01980
Total of all active and inactive participants2017-01-014,347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01183
Total participants2017-01-014,530
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: BAPTIST HEALTH SYSTEM RETIREMENT PLAN 2016 401k membership
Market value of plan assets2016-12-31474,428,696
Acturial value of plan assets2016-12-31497,538,552
Funding target for retired participants and beneficiaries receiving payment2016-12-31129,199,357
Number of terminated vested participants2016-12-311,800
Fundng target for terminated vested participants2016-12-3157,739,186
Active participant vested funding target2016-12-31161,024,072
Number of active participants2016-12-311,845
Total funding liabilities for active participants2016-12-31163,960,035
Total participant count2016-12-315,373
Total funding target for all participants2016-12-31350,898,578
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-310
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-3112,814,388
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-015,373
Total number of active participants reported on line 7a of the Form 55002016-01-011,676
Number of retired or separated participants receiving benefits2016-01-011,748
Number of other retired or separated participants entitled to future benefits2016-01-011,005
Total of all active and inactive participants2016-01-014,429
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01166
Total participants2016-01-014,595
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: BAPTIST HEALTH SYSTEM RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-015,490
Total number of active participants reported on line 7a of the Form 55002015-01-011,845
Number of retired or separated participants receiving benefits2015-01-011,612
Number of other retired or separated participants entitled to future benefits2015-01-011,792
Total of all active and inactive participants2015-01-015,249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01124
Total participants2015-01-015,373
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BAPTIST HEALTH SYSTEM RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015,534
Total number of active participants reported on line 7a of the Form 55002014-01-011,965
Number of retired or separated participants receiving benefits2014-01-011,565
Number of other retired or separated participants entitled to future benefits2014-01-011,837
Total of all active and inactive participants2014-01-015,367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01123
Total participants2014-01-015,490
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014
2013: BAPTIST HEALTH SYSTEM RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015,678
Total number of active participants reported on line 7a of the Form 55002013-01-012,090
Number of retired or separated participants receiving benefits2013-01-011,430
Number of other retired or separated participants entitled to future benefits2013-01-011,896
Total of all active and inactive participants2013-01-015,416
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01118
Total participants2013-01-015,534
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: BAPTIST HEALTH SYSTEM RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-016,027
Total number of active participants reported on line 7a of the Form 55002012-01-012,274
Number of retired or separated participants receiving benefits2012-01-011,282
Number of other retired or separated participants entitled to future benefits2012-01-012,009
Total of all active and inactive participants2012-01-015,565
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-01113
Total participants2012-01-015,678
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: BAPTIST HEALTH SYSTEM RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-016,092
Total number of active participants reported on line 7a of the Form 55002011-01-012,497
Number of retired or separated participants receiving benefits2011-01-011,151
Number of other retired or separated participants entitled to future benefits2011-01-012,286
Total of all active and inactive participants2011-01-015,934
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0193
Total participants2011-01-016,027
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-019
2010: BAPTIST HEALTH SYSTEM RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-016,171
Total number of active participants reported on line 7a of the Form 55002010-01-012,643
Number of retired or separated participants receiving benefits2010-01-011,078
Number of other retired or separated participants entitled to future benefits2010-01-012,285
Total of all active and inactive participants2010-01-016,006
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0186
Total participants2010-01-016,092
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0142
2009: BAPTIST HEALTH SYSTEM RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-016,262
Total number of active participants reported on line 7a of the Form 55002009-01-012,915
Number of retired or separated participants receiving benefits2009-01-01988
Number of other retired or separated participants entitled to future benefits2009-01-012,182
Total of all active and inactive participants2009-01-016,085
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0183
Total participants2009-01-016,168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0127

Financial Data on BAPTIST HEALTH SYSTEM RETIREMENT PLAN

Measure Date Value
2023 : BAPTIST HEALTH SYSTEM RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$60,514,172
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$29,303,045
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$25,485,602
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$0
Value of total assets at end of year2023-12-31$546,385,095
Value of total assets at beginning of year2023-12-31$515,173,968
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$3,817,443
Total interest from all sources2023-12-31$39
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$15,077,555
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$15,077,555
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$713,032
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$631,811
Other income not declared elsewhere2023-12-31$33,207
Administrative expenses (other) incurred2023-12-31$1,269,380
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$31,211,127
Value of net assets at end of year (total assets less liabilities)2023-12-31$546,385,095
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$515,173,968
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$2,039,293
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$437,253,615
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$411,688,828
Value of interest in common/collective trusts at end of year2023-12-31$108,418,448
Value of interest in common/collective trusts at beginning of year2023-12-31$102,853,329
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$39
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$39,838,253
Net investment gain or loss from common/collective trusts2023-12-31$5,565,118
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$25,485,602
Contract administrator fees2023-12-31$458,847
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Aggregate proceeds on sale of assets2023-12-31$2,133,039
Aggregate carrying amount (costs) on sale of assets2023-12-31$2,133,039
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CROWE LLP
Accountancy firm EIN2023-12-31350921680
2022 : BAPTIST HEALTH SYSTEM RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-97,991,014
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$26,390,663
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$23,658,009
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$515,173,968
Value of total assets at beginning of year2022-12-31$639,555,645
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,732,654
Total interest from all sources2022-12-31$9
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$15,710,837
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$15,710,837
Administrative expenses professional fees incurred2022-12-31$36,255
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$631,811
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$553,534
Other income not declared elsewhere2022-12-31$153
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-124,381,677
Value of net assets at end of year (total assets less liabilities)2022-12-31$515,173,968
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$639,555,645
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$2,231,613
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$411,688,828
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$541,564,869
Value of interest in common/collective trusts at end of year2022-12-31$102,853,329
Value of interest in common/collective trusts at beginning of year2022-12-31$97,437,242
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$9
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-119,118,100
Net investment gain or loss from common/collective trusts2022-12-31$5,416,087
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$23,658,009
Contract administrator fees2022-12-31$464,786
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$2,274,550
Aggregate carrying amount (costs) on sale of assets2022-12-31$2,274,550
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CROWE LLP
Accountancy firm EIN2022-12-31350921680
2021 : BAPTIST HEALTH SYSTEM RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$69,689,523
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$24,765,700
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$21,666,320
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$639,555,645
Value of total assets at beginning of year2021-12-31$594,631,822
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$3,099,380
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$15,990,676
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$15,990,676
Administrative expenses professional fees incurred2021-12-31$27,757
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$80,596,391
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$553,534
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$488,078
Other income not declared elsewhere2021-12-31$9,544
Administrative expenses (other) incurred2021-12-31$379,432
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$44,923,823
Value of net assets at end of year (total assets less liabilities)2021-12-31$639,555,645
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$594,631,822
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$2,254,663
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$541,564,869
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$513,547,353
Value of interest in common/collective trusts at end of year2021-12-31$97,437,242
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$36,848,452
Net investment gain or loss from common/collective trusts2021-12-31$16,840,851
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$21,666,320
Contract administrator fees2021-12-31$437,528
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$2,321,010
Aggregate carrying amount (costs) on sale of assets2021-12-31$2,321,010
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CROWE LLP
Accountancy firm EIN2021-12-31350921680
2020 : BAPTIST HEALTH SYSTEM RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$3,939,440
Total unrealized appreciation/depreciation of assets2020-12-31$3,939,440
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$73,294,244
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$22,972,294
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$20,180,772
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$594,631,822
Value of total assets at beginning of year2020-12-31$544,309,872
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,791,522
Total interest from all sources2020-12-31$2
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$11,145,182
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$11,145,182
Administrative expenses professional fees incurred2020-12-31$456,735
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at end of year2020-12-31$80,596,391
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$76,656,951
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$488,078
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$550,375
Other income not declared elsewhere2020-12-31$5,295
Administrative expenses (other) incurred2020-12-31$367,939
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$50,321,950
Value of net assets at end of year (total assets less liabilities)2020-12-31$594,631,822
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$544,309,872
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$1,966,848
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$513,547,353
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$467,102,546
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$58,204,325
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$20,180,772
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$2,042,144
Aggregate carrying amount (costs) on sale of assets2020-12-31$2,042,144
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CROWE LLP
Accountancy firm EIN2020-12-31350921680
2019 : BAPTIST HEALTH SYSTEM RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$1,656,951
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$1,656,951
Total unrealized appreciation/depreciation of assets2019-12-31$1,656,951
Total unrealized appreciation/depreciation of assets2019-12-31$1,656,951
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$96,613,447
Total income from all sources (including contributions)2019-12-31$96,613,447
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$22,546,752
Total of all expenses incurred2019-12-31$22,546,752
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$18,740,084
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$18,740,084
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$544,309,872
Value of total assets at end of year2019-12-31$544,309,872
Value of total assets at beginning of year2019-12-31$470,243,177
Value of total assets at beginning of year2019-12-31$470,243,177
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,806,668
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,806,668
Total interest from all sources2019-12-31$208
Total interest from all sources2019-12-31$208
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$14,179,444
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$14,179,444
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$14,179,444
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$14,179,444
Administrative expenses professional fees incurred2019-12-31$499,641
Administrative expenses professional fees incurred2019-12-31$499,641
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at end of year2019-12-31$76,656,951
Assets. Other investments not covered elsewhere at end of year2019-12-31$76,656,951
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$550,375
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$550,375
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$765,641
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$765,641
Other income not declared elsewhere2019-12-31$-14,519
Other income not declared elsewhere2019-12-31$-14,519
Administrative expenses (other) incurred2019-12-31$1,815,110
Administrative expenses (other) incurred2019-12-31$1,815,110
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$74,066,695
Value of net income/loss2019-12-31$74,066,695
Value of net assets at end of year (total assets less liabilities)2019-12-31$544,309,872
Value of net assets at end of year (total assets less liabilities)2019-12-31$544,309,872
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$470,243,177
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$470,243,177
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$1,491,917
Investment advisory and management fees2019-12-31$1,491,917
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$467,102,546
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$467,102,546
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$469,477,536
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$469,477,536
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$208
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$208
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$80,791,363
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$80,791,363
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$18,740,084
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$18,740,084
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$54,793,454
Aggregate proceeds on sale of assets2019-12-31$54,793,454
Aggregate carrying amount (costs) on sale of assets2019-12-31$54,793,454
Aggregate carrying amount (costs) on sale of assets2019-12-31$54,793,454
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CROWE LLP
Accountancy firm name2019-12-31CROWE LLP
Accountancy firm EIN2019-12-31350921680
Accountancy firm EIN2019-12-31350921680
2018 : BAPTIST HEALTH SYSTEM RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-25,906,459
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$18,469,401
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$16,716,880
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$470,243,177
Value of total assets at beginning of year2018-12-31$514,619,037
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,752,521
Total interest from all sources2018-12-31$947
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$15,133,565
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$15,133,565
Administrative expenses professional fees incurred2018-12-31$310,971
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$765,641
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$2,351,747
Administrative expenses (other) incurred2018-12-31$416,566
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-44,375,860
Value of net assets at end of year (total assets less liabilities)2018-12-31$470,243,177
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$514,619,037
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$1,024,984
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$469,477,536
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$512,267,290
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$947
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-41,040,971
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$16,716,880
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BDO USA, LLP
Accountancy firm EIN2018-12-31135381590
2017 : BAPTIST HEALTH SYSTEM RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$65,448,108
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$16,984,405
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$15,568,739
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$514,619,037
Value of total assets at beginning of year2017-12-31$466,155,334
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,415,666
Total interest from all sources2017-12-31$36
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$14,113,985
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$14,113,985
Administrative expenses professional fees incurred2017-12-31$220,874
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$2,351,747
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$399,691
Other income not declared elsewhere2017-12-31$-53,556
Administrative expenses (other) incurred2017-12-31$317,055
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$48,463,703
Value of net assets at end of year (total assets less liabilities)2017-12-31$514,619,037
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$466,155,334
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$703,155
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$512,267,290
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$465,755,643
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$36
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$51,387,643
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$15,568,739
Contract administrator fees2017-12-31$174,582
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BDO USA, LLP
Accountancy firm EIN2017-12-31135381590
2016 : BAPTIST HEALTH SYSTEM RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$39,561,620
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$47,834,982
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$46,218,903
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$466,155,334
Value of total assets at beginning of year2016-12-31$474,428,696
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,616,079
Total interest from all sources2016-12-31$11
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$13,271,293
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$13,271,293
Administrative expenses professional fees incurred2016-12-31$866,857
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$399,691
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$390,376
Other income not declared elsewhere2016-12-31$-41,921
Administrative expenses (other) incurred2016-12-31$343,872
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-8,273,362
Value of net assets at end of year (total assets less liabilities)2016-12-31$466,155,334
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$474,428,696
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$405,350
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$465,755,643
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$474,038,320
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$11
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$26,332,237
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$46,218,903
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BDO USA, LLP
Accountancy firm EIN2016-12-31135381590
2015 : BAPTIST HEALTH SYSTEM RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$-2,037,020
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$14,723,222
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$12,930,910
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$12,075
Value of total assets at end of year2015-12-31$474,428,696
Value of total assets at beginning of year2015-12-31$491,188,938
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,792,312
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$14,323,312
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$14,323,312
Administrative expenses professional fees incurred2015-12-31$549,801
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$390,376
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$277,672
Other income not declared elsewhere2015-12-31$93,462
Administrative expenses (other) incurred2015-12-31$312,930
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-16,760,242
Value of net assets at end of year (total assets less liabilities)2015-12-31$474,428,696
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$491,188,938
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$929,581
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$474,038,320
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$445,911,266
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-16,465,869
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$12,075
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$45,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$12,930,910
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31LBA CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2015-12-31591302284
2014 : BAPTIST HEALTH SYSTEM RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$86,218,720
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$12,761,578
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$11,329,172
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$60,000,000
Value of total assets at end of year2014-12-31$491,188,938
Value of total assets at beginning of year2014-12-31$417,731,796
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,432,406
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$10,610,875
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$10,610,875
Administrative expenses professional fees incurred2014-12-31$1,432,406
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$277,672
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$266,766
Other income not declared elsewhere2014-12-31$38,432
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$73,457,142
Value of net assets at end of year (total assets less liabilities)2014-12-31$491,188,938
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$417,731,796
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$445,911,266
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$397,440,030
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$15,569,413
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$60,000,000
Employer contributions (assets) at end of year2014-12-31$45,000,000
Employer contributions (assets) at beginning of year2014-12-31$20,025,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$11,329,172
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31LBA CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2014-12-31591302284
2013 : BAPTIST HEALTH SYSTEM RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$79,859,744
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$13,285,919
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$11,633,882
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$26,700,000
Value of total assets at end of year2013-12-31$417,731,796
Value of total assets at beginning of year2013-12-31$351,157,971
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,652,037
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$8,510,491
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$8,510,491
Administrative expenses professional fees incurred2013-12-31$1,652,037
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$266,766
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$295,997
Other income not declared elsewhere2013-12-31$541,239
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$66,573,825
Value of net assets at end of year (total assets less liabilities)2013-12-31$417,731,796
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$351,157,971
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$397,440,030
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$313,361,974
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$44,108,014
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$26,700,000
Employer contributions (assets) at end of year2013-12-31$20,025,000
Employer contributions (assets) at beginning of year2013-12-31$37,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$11,633,882
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31LBA CERTIFIED PUBILC ACCOUNTANTS
Accountancy firm EIN2013-12-31591302284
2012 : BAPTIST HEALTH SYSTEM RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$87,412,230
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$10,953,678
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$9,885,957
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$50,000,000
Value of total assets at end of year2012-12-31$351,157,971
Value of total assets at beginning of year2012-12-31$274,699,419
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,067,721
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$8,253,796
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$8,253,796
Administrative expenses professional fees incurred2012-12-31$273,885
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$295,997
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$353,390
Other income not declared elsewhere2012-12-31$7,786
Administrative expenses (other) incurred2012-12-31$368,175
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$76,458,552
Value of net assets at end of year (total assets less liabilities)2012-12-31$351,157,971
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$274,699,419
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$425,661
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$313,361,974
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$259,751,029
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$29,150,648
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$50,000,000
Employer contributions (assets) at end of year2012-12-31$37,500,000
Employer contributions (assets) at beginning of year2012-12-31$14,595,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$9,885,957
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31LBA CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2012-12-31591302284
2011 : BAPTIST HEALTH SYSTEM RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$36,708,959
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$8,290,041
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$7,426,701
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$35,495,000
Value of total assets at end of year2011-12-31$274,699,419
Value of total assets at beginning of year2011-12-31$246,280,501
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$863,340
Total interest from all sources2011-12-31$36
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$7,130,802
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$7,130,802
Administrative expenses professional fees incurred2011-12-31$229,114
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$353,390
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$279,434
Other income not declared elsewhere2011-12-31$956
Administrative expenses (other) incurred2011-12-31$223,048
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$28,418,918
Value of net assets at end of year (total assets less liabilities)2011-12-31$274,699,419
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$246,280,501
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$411,178
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$259,751,029
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$246,001,067
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$36
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-5,917,835
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$35,495,000
Employer contributions (assets) at end of year2011-12-31$14,595,000
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$7,426,701
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31LBA CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2011-12-31591302284
2010 : BAPTIST HEALTH SYSTEM RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$48,183,123
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$8,086,394
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$7,012,800
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$18,090,000
Value of total assets at end of year2010-12-31$246,280,501
Value of total assets at beginning of year2010-12-31$206,183,772
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,073,594
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$6,175,480
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$6,175,480
Administrative expenses professional fees incurred2010-12-31$36,043
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$279,434
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$282,809
Other income not declared elsewhere2010-12-31$15,840
Administrative expenses (other) incurred2010-12-31$317,823
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$306
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$40,096,729
Value of net assets at end of year (total assets less liabilities)2010-12-31$246,280,501
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$206,183,772
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$374,187
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$246,001,067
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$205,900,657
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$23,901,803
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$18,090,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$7,012,800
Contract administrator fees2010-12-31$345,541
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31LBA CERTIFIED PUBLIC ACCOUNTANTS,PA
Accountancy firm EIN2010-12-31591302284
2009 : BAPTIST HEALTH SYSTEM RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for BAPTIST HEALTH SYSTEM RETIREMENT PLAN

2023: BAPTIST HEALTH SYSTEM RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: BAPTIST HEALTH SYSTEM RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BAPTIST HEALTH SYSTEM RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BAPTIST HEALTH SYSTEM RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BAPTIST HEALTH SYSTEM RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BAPTIST HEALTH SYSTEM RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BAPTIST HEALTH SYSTEM RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BAPTIST HEALTH SYSTEM RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BAPTIST HEALTH SYSTEM RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BAPTIST HEALTH SYSTEM RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BAPTIST HEALTH SYSTEM RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BAPTIST HEALTH SYSTEM RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BAPTIST HEALTH SYSTEM RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BAPTIST HEALTH SYSTEM RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BAPTIST HEALTH SYSTEM RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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