Original filing (PDF)20230818081142NAL0000715155001

BAPTIST LIFE ASSOCIATION

Name: BAPTIST LIFE ASSOCIATION — BAPTIST LIFE ASSOCIATION 401K RETIREMENT PLAN, Form 5500 (2022)
Creator: BAPTIST LIFE ASSOCIATION

Form 5500-SF

FILING_RECEIVED

BAPTIST LIFE ASSOCIATION 401K RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BAPTIST LIFE ASSOCIATION.

Plan sponsor

Name

BAPTIST LIFE ASSOCIATION

EIN

16-0341875

Address

8555 MAIN STREET · BUFFALO, NY · 142217456

Phone

(716) 633-4393

Industry

Finance & Insurancesee all

Plan administrator

Name

BAPTIST LIFE ASSOCIATION

EIN

16-0341875

City

BUFFALO, NY

Phone

(716) 633-4393

Plan characteristics

Plan number

003

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-04-20

Filed

2023-08-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

O'CONNOR INSURANCE GROUP, LLC

O'CONNOR INSURANCE, LLC 401(K) PROFIT SHARING AND TRUST

JACK B. TURNER & ASSOCIATES, INC.

JACK B. TURNER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

ROGERS BENEFIT GROUP, INC.

ROGERS BENEFIT GROUP, INC. CASH OR DEFERRED PROFIT SHARING PLAN

MASTERCARE AMERICA, INC.

MASTERCARE AMERICA, INC. 401(K) PLAN

RCMG

RCMG DBA RIVER CITY MANAGEMENT MEDOVA LIFESTYLE HEALTH CARE