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Original filing (PDF)20251010155014NAL0008425633001
BAPTIST HEALTH VENTURES, INC.
Form 5500
FILING_RECEIVED
BAPTIST HEALTH CARE CORPORATION RETIREMENT SAVINGS 401(K) PLAN
401(k) retirement plan
Active participants
472
Accounts w/ balance
337
Plan assets (EOY)
$34.8M
Net assets (EOY)
$34.8M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (14 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BAPTIST HEALTH VENTURES, INC..
Plan sponsor
Name
BAPTIST HEALTH VENTURES, INC.
EIN
59-2415910
Address
125 BAPTIST WAY, STE 6A · ATTN CHRISTINE JOHNSON, VP, HR · PENSACOLA, FL · 32503
Phone
(850) 469-2194
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA INSTITUTIONAL PLAN SERVICES | 04-3516284 | — | RECORD KEEPER | $31K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | 22-1862786 | — | INVEST ADVISOR | $15K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BRADLEY ARANT BOULT CUMMINGS LLP | 63-0243316 | — | ATTORNEY | $4K | — |
Investments
28 direct securities· $34.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity S&P 500 Index Mutual Fund | — | — | — | $8.1M | 23.4% | |
| American Funds American Balanced Mutual Fund | — | — | — | $4.0M | 11.4% | |
| Fidelity Mid Cap Index Mutual Fund | — | — | — | $2.6M | 7.4% | |
| MFS Growth Fund R6 Mutual Fund | — | — | — | $2.4M | 7.0% | |
| American Funds 2035 Target Date Mutual Fund | — | — | — | $1.8M | 5.1% | |
| American Funds 2040 Target Date Mutual Fund | — | — | — | $1.6M | 4.7% | |
| American Funds Europacific Growth Mutual Fund | — | — | — | $1.6M | 4.7% | |
| Fidelity U.S. Bond Index Mutual Fund | — | — | — | $1.6M | 4.6% | |
| American Funds Washington Mutual Fund | — | — | — | $1.4M | 4.1% | |
| American Funds 2045 Target Date Mutual Fund | — | — | — | $1.2M | 3.4% | |
| American Funds 2030 Target Date Mutual Fund | — | — | — | $1.1M | 3.3% | |
| Charles Schwab Personal Choice Retirement Accounts | — | — | — | $1.1M | 3.3% | |
| American Funds 2050 Target Date Mutual Fund | — | — | — | $838K | 2.4% | |
| DFA International Value Fund Mutual Fund | — | — | — | $793K | 2.3% | |
| Delaware Small Cap Mutual Fund | — | — | — | $649K | 1.9% | |
| Vanguard Inflation-Protected S Mutual Fund | — | — | — | $636K | 1.8% | |
| Fidelity Extended Market Index Mutual Fund | — | — | — | $618K | 1.8% | |
| Vanguard Treasury Money Market Mutual Fund | — | — | — | $546K | 1.6% | |
| American Funds 2025 Target Date Mutual Fund | — | — | — | $460K | 1.3% | |
| GQG Emerging Markets Equity Fu Mutual Fund | — | — | — | $417K | 1.2% | |
| American Funds 2055 Target Date Mutual Fund | — | — | — | $363K | 1.0% | |
| and maturities through 2039 | — | — | — | $248K | 0.7% | |
| PIMCO Income Fund INST Mutual Fund | — | — | — | $210K | 0.6% | |
| Dodge & Cox Income Fund Mutual Fund | — | — | — | $143K | 0.4% | |
| Vanguard Real Estate Index ADM Mutual Fund | — | — | — | $122K | 0.4% | |
| American Funds 2020 Target Date Mutual Fund | — | — | — | $121K | 0.3% | |
| American Funds 2060 Target Date Mutual Fund | — | — | — | $42K | 0.1% | |
| American Funds 2015 Target Date Mutual Fund | — | — | — | $17K | <0.1% |