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BAPTIST HEALTH 403(B) PLAN 401k Plan overview

Plan NameBAPTIST HEALTH 403(B) PLAN
Plan identification number 002

BAPTIST HEALTH 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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 has sponsored the creation of one or more 401k plans.

Company Name:BAPTIST HEALTH
Employer identification number (EIN):710236856
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about BAPTIST HEALTH

Jurisdiction of Incorporation: Arkansas Secretary of State
Incorporation Date:
Company Identification Number: 100005483

More information about BAPTIST HEALTH

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BAPTIST HEALTH 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01CATHY DICKINSON2024-10-08
0022022-01-01CATHY DICKINSON2023-09-21
0022021-01-01CATHY DICKINSON2022-10-05
0022020-01-01CATHY DICKINSON2021-10-13
0022019-01-01
0022018-01-01
0022017-01-01CATHY DICKINSON
0022016-01-01CATHY DICKINSON
0022015-01-01ANTHONY KENDALL
0022014-01-01ANTHONY KENDALL
0022014-01-01ANTHONY KENDALL
0022014-01-01ANTHONY KENDALL
0022013-01-01ANTHONY KENDALL
0022012-01-01ANTHONY KENDALL
0022011-01-01ANTHONY KENDALL
0022009-01-01ANTHONY KENDALL
0022009-01-01ANTHONY KENDALL

Plan Statistics for BAPTIST HEALTH 403(B) PLAN

401k plan membership statisitcs for BAPTIST HEALTH 403(B) PLAN

Measure Date Value
2023: BAPTIST HEALTH 403(B) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0115,966
Total number of active participants reported on line 7a of the Form 55002023-01-0111,107
Number of retired or separated participants receiving benefits2023-01-0142
Number of other retired or separated participants entitled to future benefits2023-01-015,066
Total of all active and inactive participants2023-01-0116,215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-0199
Total participants2023-01-0116,314
Number of participants with account balances2023-01-0115,754
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: BAPTIST HEALTH 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0115,353
Total number of active participants reported on line 7a of the Form 55002022-01-0110,987
Number of retired or separated participants receiving benefits2022-01-0142
Number of other retired or separated participants entitled to future benefits2022-01-014,849
Total of all active and inactive participants2022-01-0115,878
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0188
Total participants2022-01-0115,966
Number of participants with account balances2022-01-0115,200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011,733
2021: BAPTIST HEALTH 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0114,851
Total number of active participants reported on line 7a of the Form 55002021-01-0110,693
Number of retired or separated participants receiving benefits2021-01-0141
Number of other retired or separated participants entitled to future benefits2021-01-014,538
Total of all active and inactive participants2021-01-0115,272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0181
Total participants2021-01-0115,353
Number of participants with account balances2021-01-0114,505
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: BAPTIST HEALTH 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0114,177
Total number of active participants reported on line 7a of the Form 55002020-01-0110,869
Number of retired or separated participants receiving benefits2020-01-0130
Number of other retired or separated participants entitled to future benefits2020-01-013,885
Total of all active and inactive participants2020-01-0114,784
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0167
Total participants2020-01-0114,851
Number of participants with account balances2020-01-0114,138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BAPTIST HEALTH 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0113,384
Total number of active participants reported on line 7a of the Form 55002019-01-0110,742
Number of retired or separated participants receiving benefits2019-01-0126
Number of other retired or separated participants entitled to future benefits2019-01-013,354
Total of all active and inactive participants2019-01-0114,122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0155
Total participants2019-01-0114,177
Number of participants with account balances2019-01-0113,203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BAPTIST HEALTH 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0111,068
Total number of active participants reported on line 7a of the Form 55002018-01-0110,358
Number of retired or separated participants receiving benefits2018-01-0113
Number of other retired or separated participants entitled to future benefits2018-01-012,968
Total of all active and inactive participants2018-01-0113,339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0145
Total participants2018-01-0113,384
Number of participants with account balances2018-01-0112,791
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: BAPTIST HEALTH 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-019,274
Total number of active participants reported on line 7a of the Form 55002017-01-019,254
Number of retired or separated participants receiving benefits2017-01-0111
Number of other retired or separated participants entitled to future benefits2017-01-012,499
Total of all active and inactive participants2017-01-0111,764
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0136
Total participants2017-01-0111,800
Number of participants with account balances2017-01-0110,292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0164
2016: BAPTIST HEALTH 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-018,714
Total number of active participants reported on line 7a of the Form 55002016-01-017,123
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-012,114
Total of all active and inactive participants2016-01-019,240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0134
Total participants2016-01-019,274
Number of participants with account balances2016-01-019,095
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BAPTIST HEALTH 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-018,233
Total number of active participants reported on line 7a of the Form 55002015-01-016,817
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-011,869
Total of all active and inactive participants2015-01-018,689
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0125
Total participants2015-01-018,714
Number of participants with account balances2015-01-016,746
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BAPTIST HEALTH 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-018,029
Total number of active participants reported on line 7a of the Form 55002014-01-016,629
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011,585
Total of all active and inactive participants2014-01-018,214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0119
Total participants2014-01-018,233
Number of participants with account balances2014-01-017,836
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01619
2013: BAPTIST HEALTH 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-017,715
Total number of active participants reported on line 7a of the Form 55002013-01-016,578
Number of other retired or separated participants entitled to future benefits2013-01-011,434
Total of all active and inactive participants2013-01-018,012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0117
Total participants2013-01-018,029
Number of participants with account balances2013-01-017,537
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01580
2012: BAPTIST HEALTH 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-017,623
Total number of active participants reported on line 7a of the Form 55002012-01-016,672
Number of retired or separated participants receiving benefits2012-01-011,028
Total of all active and inactive participants2012-01-017,700
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0115
Total participants2012-01-017,715
Number of participants with account balances2012-01-017,163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BAPTIST HEALTH 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-017,502
Total number of active participants reported on line 7a of the Form 55002011-01-016,832
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01778
Total of all active and inactive participants2011-01-017,610
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0113
Total participants2011-01-017,623
Number of participants with account balances2011-01-017,266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: BAPTIST HEALTH 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-018,126
Total number of active participants reported on line 7a of the Form 55002009-01-017,288
Number of retired or separated participants receiving benefits2009-01-01835
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-018,123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-013
Total participants2009-01-018,126
Number of participants with account balances2009-01-018,126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01557

Financial Data on BAPTIST HEALTH 403(B) PLAN

Measure Date Value
2023 : BAPTIST HEALTH 403(B) 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$97,262,219
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$29,051,625
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$28,459,254
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$47,058,849
Value of total assets at end of year2023-12-31$376,362,089
Value of total assets at beginning of year2023-12-31$308,151,495
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$592,371
Total interest from all sources2023-12-31$294,902
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$5,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$47,058,849
Participant contributions at end of year2023-12-31$4,907,172
Participant contributions at beginning of year2023-12-31$3,411,815
Participant contributions at end of year2023-12-31$226
Participant contributions at beginning of year2023-12-31$4,854
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$68,210,594
Value of net assets at end of year (total assets less liabilities)2023-12-31$376,362,089
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$308,151,495
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
Interest on participant loans2023-12-31$294,902
Value of interest in master investment trust accounts at end of year2023-12-31$371,454,691
Value of interest in master investment trust accounts at beginning of year2023-12-31$304,734,826
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 contributions2023-12-31Yes
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$28,459,254
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
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31FORVIS MAZARS, LLP
Accountancy firm EIN2023-12-31440160260
2022 : BAPTIST HEALTH 403(B) 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$0
Total income from all sources (including contributions)2022-12-31$-29,052,867
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$27,519,797
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$26,954,545
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$42,629,915
Value of total assets at end of year2022-12-31$308,151,495
Value of total assets at beginning of year2022-12-31$364,724,159
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$565,252
Total interest from all sources2022-12-31$191,010
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$565,252
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Participant contributions at end of year2022-12-31$3,411,815
Participant contributions at beginning of year2022-12-31$3,571,071
Participant contributions at end of year2022-12-31$4,854
Participant contributions at beginning of year2022-12-31$5,802
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-56,572,664
Value of net assets at end of year (total assets less liabilities)2022-12-31$308,151,495
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$364,724,159
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
Interest on participant loans2022-12-31$191,010
Value of interest in master investment trust accounts at end of year2022-12-31$304,734,826
Value of interest in master investment trust accounts at beginning of year2022-12-31$361,147,286
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
Contributions received in cash from employer2022-12-31$42,629,915
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$26,954,545
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
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
2021 : BAPTIST HEALTH 403(B) 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$75,301,151
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$30,291,908
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$29,747,241
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$37,840,435
Value of total assets at end of year2021-12-31$364,724,159
Value of total assets at beginning of year2021-12-31$319,714,916
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$544,667
Total interest from all sources2021-12-31$229,658
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$544,667
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
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
Contributions received from participants2021-12-31$37,762,828
Participant contributions at end of year2021-12-31$3,571,071
Participant contributions at beginning of year2021-12-31$4,480,655
Participant contributions at end of year2021-12-31$5,802
Participant contributions at beginning of year2021-12-31$5,137
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$77,607
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$45,009,243
Value of net assets at end of year (total assets less liabilities)2021-12-31$364,724,159
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$319,714,916
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
Interest on participant loans2021-12-31$229,658
Value of interest in master investment trust accounts at end of year2021-12-31$361,147,286
Value of interest in master investment trust accounts at beginning of year2021-12-31$315,229,124
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
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
Contributions received in cash from employer2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$29,747,241
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
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : BAPTIST HEALTH 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
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$95,481,695
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$32,843,572
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$32,351,598
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$32,744,913
Value of total assets at end of year2020-12-31$319,714,916
Value of total assets at beginning of year2020-12-31$257,076,793
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$491,974
Total interest from all sources2020-12-31$233,382
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$491,974
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
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
Contributions received from participants2020-12-31$32,505,599
Participant contributions at end of year2020-12-31$4,480,655
Participant contributions at beginning of year2020-12-31$3,162,314
Participant contributions at end of year2020-12-31$5,137
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$239,314
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$62,638,123
Value of net assets at end of year (total assets less liabilities)2020-12-31$319,714,916
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$257,076,793
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
Interest on participant loans2020-12-31$233,382
Value of interest in master investment trust accounts at end of year2020-12-31$315,229,124
Value of interest in master investment trust accounts at beginning of year2020-12-31$253,914,479
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
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$32,351,598
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
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BKD LLP
Accountancy firm EIN2020-12-31440160260
2019 : BAPTIST HEALTH 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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 income from all sources (including contributions)2019-12-31$77,468,122
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$21,962,707
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$21,441,233
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$33,080,597
Value of total assets at end of year2019-12-31$257,076,793
Value of total assets at beginning of year2019-12-31$201,571,378
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$521,474
Total interest from all sources2019-12-31$206,914
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$521,474
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Contributions received from participants2019-12-31$32,792,720
Participant contributions at end of year2019-12-31$3,162,314
Participant contributions at beginning of year2019-12-31$2,703,872
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$287,877
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$55,505,415
Value of net assets at end of year (total assets less liabilities)2019-12-31$257,076,793
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$201,571,378
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 leases to which the plan was party in default or uncollectible2019-12-31No
Interest on participant loans2019-12-31$206,914
Value of interest in master investment trust accounts at end of year2019-12-31$253,914,479
Value of interest in master investment trust accounts at beginning of year2019-12-31$198,867,506
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$21,441,233
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31BKD LLP
Accountancy firm EIN2019-12-31440160260
2018 : BAPTIST HEALTH 403(B) 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$18,106,776
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$16,236,770
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$15,746,384
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$27,431,122
Value of total assets at end of year2018-12-31$201,571,378
Value of total assets at beginning of year2018-12-31$199,701,372
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$490,386
Total interest from all sources2018-12-31$164,914
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$490,386
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
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
Contributions received from participants2018-12-31$26,544,362
Participant contributions at end of year2018-12-31$2,703,872
Participant contributions at beginning of year2018-12-31$2,197,829
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$813,340
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$886,760
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$1,870,006
Value of net assets at end of year (total assets less liabilities)2018-12-31$201,571,378
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$199,701,372
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
Interest on participant loans2018-12-31$164,914
Value of interest in master investment trust accounts at end of year2018-12-31$198,867,506
Value of interest in master investment trust accounts at beginning of year2018-12-31$196,690,203
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
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$15,746,384
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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31BKD LLP
Accountancy firm EIN2018-12-31440160260
2017 : BAPTIST HEALTH 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$43,817,919
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$43,264,060
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$10,938,803
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$10,534,424
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$19,694,920
Value of total assets at end of year2017-12-31$199,701,372
Value of total assets at beginning of year2017-12-31$123,558,196
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$404,379
Total interest from all sources2017-12-31$115,448
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$404,379
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
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
Contributions received from participants2017-12-31$18,679,010
Participant contributions at end of year2017-12-31$2,197,829
Participant contributions at beginning of year2017-12-31$1,736,187
Participant contributions at end of year2017-12-31$813,340
Participant contributions at beginning of year2017-12-31$614,725
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,015,910
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$55,599
Other income not declared elsewhere2017-12-31$20,065
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$32,325,257
Value of net assets at end of year (total assets less liabilities)2017-12-31$199,701,372
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$123,558,196
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
Interest on participant loans2017-12-31$115,448
Value of interest in master investment trust accounts at end of year2017-12-31$196,690,203
Value of interest in master investment trust accounts at beginning of year2017-12-31$121,151,685
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$10,534,424
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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31BKD, LLP
Accountancy firm EIN2017-12-31440160260
2016 : BAPTIST HEALTH 403(B) 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$24,987,839
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$9,628,381
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$9,283,376
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$17,411,043
Value of total assets at end of year2016-12-31$123,558,196
Value of total assets at beginning of year2016-12-31$108,198,738
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$345,005
Total interest from all sources2016-12-31$90,364
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$345,005
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$16,567,157
Participant contributions at end of year2016-12-31$1,736,187
Participant contributions at beginning of year2016-12-31$1,544,633
Participant contributions at end of year2016-12-31$614,725
Participant contributions at beginning of year2016-12-31$531,470
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$843,886
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$55,599
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$15,359,458
Value of net assets at end of year (total assets less liabilities)2016-12-31$123,558,196
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$108,198,738
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
Interest on participant loans2016-12-31$90,364
Value of interest in master investment trust accounts at end of year2016-12-31$121,151,685
Value of interest in master investment trust accounts at beginning of year2016-12-31$106,122,635
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$9,283,376
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)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31BKD, LLP
Accountancy firm EIN2016-12-31440160260
2015 : BAPTIST HEALTH 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$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$15,251,720
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$7,751,557
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$7,437,077
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$15,647,050
Value of total assets at end of year2015-12-31$108,198,738
Value of total assets at beginning of year2015-12-31$100,698,575
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$314,480
Total interest from all sources2015-12-31$73,528
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$314,480
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
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
Contributions received from participants2015-12-31$15,035,185
Participant contributions at end of year2015-12-31$1,544,633
Participant contributions at beginning of year2015-12-31$1,197,800
Participant contributions at end of year2015-12-31$531,470
Participant contributions at beginning of year2015-12-31$476,779
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$611,865
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$7,500,163
Value of net assets at end of year (total assets less liabilities)2015-12-31$108,198,738
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$100,698,575
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
Interest on participant loans2015-12-31$73,528
Value of interest in master investment trust accounts at end of year2015-12-31$106,122,635
Value of interest in master investment trust accounts at beginning of year2015-12-31$99,023,996
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$7,437,077
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)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31BKD, LLP
Accountancy firm EIN2015-12-31440160260
2014 : BAPTIST HEALTH 403(B) 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$19,871,681
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$7,211,273
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$6,935,268
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$15,113,152
Value of total assets at end of year2014-12-31$100,698,575
Value of total assets at beginning of year2014-12-31$88,038,167
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$276,005
Total interest from all sources2014-12-31$29,470
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$276,005
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
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
Contributions received from participants2014-12-31$13,787,649
Participant contributions at end of year2014-12-31$1,197,800
Participant contributions at end of year2014-12-31$476,779
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,325,503
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$12,660,408
Value of net assets at end of year (total assets less liabilities)2014-12-31$100,698,575
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$88,038,167
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
Interest on participant loans2014-12-31$29,470
Value of interest in master investment trust accounts at end of year2014-12-31$99,023,996
Value of interest in master investment trust accounts at beginning of year2014-12-31$88,038,167
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$6,935,268
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 name2014-12-31BKD, LLP
Accountancy firm EIN2014-12-31440160260
2013 : BAPTIST HEALTH 403(B) 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$27,845,414
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$5,336,701
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,087,260
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$13,568,232
Value of total assets at end of year2013-12-31$88,038,167
Value of total assets at beginning of year2013-12-31$65,529,454
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$249,441
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$249,441
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$12,739,984
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$736,054
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$22,508,713
Value of net assets at end of year (total assets less liabilities)2013-12-31$88,038,167
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$65,529,454
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 master investment trust accounts at end of year2013-12-31$88,038,167
Value of interest in master investment trust accounts at beginning of year2013-12-31$65,529,454
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
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$92,194
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$5,087,260
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 name2013-12-31BKD, LLP
Accountancy firm EIN2013-12-31440160260
2012 : BAPTIST HEALTH 403(B) 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$20,185,869
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$3,190,652
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,964,241
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$13,832,740
Value of total assets at end of year2012-12-31$65,529,454
Value of total assets at beginning of year2012-12-31$48,534,237
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$226,411
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$226,411
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
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
Contributions received from participants2012-12-31$12,771,010
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,061,730
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$16,995,217
Value of net assets at end of year (total assets less liabilities)2012-12-31$65,529,454
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$48,534,237
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
Value of interest in master investment trust accounts at end of year2012-12-31$65,529,454
Value of interest in master investment trust accounts at beginning of year2012-12-31$48,534,237
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,964,241
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 name2012-12-31BKD, LLP
Accountancy firm EIN2012-12-31440160260
2011 : BAPTIST HEALTH 403(B) 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$13,813,360
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,369,725
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,144,636
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$14,238,901
Value of total assets at end of year2011-12-31$48,534,237
Value of total assets at beginning of year2011-12-31$37,090,602
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$225,089
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$225,089
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$12,388,828
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,850,073
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$11,443,635
Value of net assets at end of year (total assets less liabilities)2011-12-31$48,534,237
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$37,090,602
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
Value of interest in master investment trust accounts at end of year2011-12-31$48,534,237
Value of interest in master investment trust accounts at beginning of year2011-12-31$37,090,602
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,144,636
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)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31BKD, LLP
Accountancy firm EIN2011-12-31440160260
2010 : BAPTIST HEALTH 403(B) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$1,059,341
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$20,325,634
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,125,320
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$805,855
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$17,444,284
Value of total assets at end of year2010-12-31$38,761,756
Value of total assets at beginning of year2010-12-31$18,502,101
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$319,465
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$319,465
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$144,076
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$506,380
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$19,200,314
Value of net assets at end of year (total assets less liabilities)2010-12-31$38,761,756
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$18,502,101
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
Value of interest in master investment trust accounts at end of year2010-12-31$26,133,280
Value of interest in master investment trust accounts at beginning of year2010-12-31$5,349,289
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,881,350
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
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$16,793,828
Employer contributions (assets) at end of year2010-12-31$12,628,476
Employer contributions (assets) at beginning of year2010-12-31$13,152,812
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$805,855
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)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31BKD, LLP
Accountancy firm EIN2010-12-31440160260
2009 : BAPTIST HEALTH 403(B) 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 403(B) PLAN

2023: BAPTIST HEALTH 403(B) 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 403(B) 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 403(B) 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 403(B) 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 403(B) 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 403(B) 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 403(B) 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 403(B) 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 403(B) 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 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
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 403(B) 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 403(B) 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 403(B) 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
2009: BAPTIST HEALTH 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
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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