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Original filing (PDF)20251010133759NAL0008239457001
BAPTIST HEALTH CARE CORPORATION
Form 5500
FILING_RECEIVED
BAPTIST HEALTH CARE, INC. RETIREMENT SAVINGS 403(B) PLAN
403(b) retirement plan
Active participants
5,316
Accounts w/ balance
4,101
Plan assets (EOY)
$298.0M
Net assets (EOY)
$298.0M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 19 bps in Schedule C fees — 92% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BAPTIST HEALTH CARE CORPORATION.
Plan sponsor
Name
BAPTIST HEALTH CARE CORPORATION
EIN
59-2425151
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
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
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)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA INSTITUTIONAL PLAN SERVICES | 04-3516284 | — | RECORD KEEPER | $345K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANDCO CONSULTING LLC | 59-3676225 | — | CONSULTANT | $62K | — |
| MARINER INSTITUTIONAL | 59-3676225 | — | CONSULTANT | $12K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | 22-1862786 | — | CONTRACTUAL | $153K | — |
Investments
31 direct securities· $297.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity S&P 500 Index Mutual Fund | — | — | — | $40.5M | 13.6% | |
| MFS Growth Fund R6 Mutual Fund | — | — | — | $25.4M | 8.5% | |
| American Funds 2040 Target Date Mutual Fund | — | — | — | $17.6M | 5.9% | |
| American Funds 2035 Target Date Mutual Fund | — | — | — | $16.9M | 5.7% | |
| American Funds 2045 Target Date Mutual Fund | — | — | — | $15.6M | 5.2% | |
| American Funds Washington Mut Mutual Fund | — | — | — | $15.1M | 5.1% | |
| American Funds 2050 Target Date Mutual Fund | — | — | — | $14.8M | 5.0% | |
| American Funds 2030 Target Date Mutual Fund | — | — | — | $14.5M | 4.9% | |
| Fidelity U.S. Bond Index Mutual Fund | — | — | — | $14.3M | 4.8% | |
| American Funds Europacific Growth Mutual Fund | — | — | — | $14.3M | 4.8% | |
| Vanguard Treasury Money Market Mutual Fund | — | — | — | $14.0M | 4.7% | |
| American Funds 2025 Target Date Mutual Fund | — | — | — | $13.9M | 4.7% | |
| American Funds American Bal Mutual Fund | — | — | — | $13.7M | 4.6% | |
| Fidelity Mid Cap Index Mutual Fund | — | — | — | $11.0M | 3.7% | |
| American Funds 2055 Target Date Mutual Fund | — | — | — | $10.0M | 3.4% | |
| American Funds 2020 Target Date Mutual Fund | — | — | — | $7.1M | 2.4% | |
| American Funds 2060 Target Date Mutual Fund | — | — | — | $5.3M | 1.8% | |
| Charles Schwab Personal Choice Retirement Accounts | — | — | — | $5.2M | 1.8% | |
| Fidelity Extended Market Index Mutual Fund | — | — | — | $5.2M | 1.7% | |
| Delaware Small Cap Mutual Fund | — | — | — | $5.2M | 1.7% | |
| and maturities through 2044 | — | — | — | $4.3M | 1.4% | |
| DFA International Value Fund Mutual Fund | — | — | — | $3.7M | 1.2% | |
| Vanguard Infl Protected SEC A Mutual Fund | — | — | — | $3.2M | 1.1% | |
| American Funds 2015 Target Date Mutual Fund | — | — | — | $1.5M | 0.5% | |
| Vanguard Real Estate Index ADM Mutual Fund | — | — | — | $1.2M | 0.4% | |
| GQG Emerging Markets Equity Fu Mutual Fund | — | — | — | $1.1M | 0.4% | |
| PIMCO Income Fund INST Mutual Fund | — | — | — | $1.1M | 0.4% | |
| American Funds 2010 Target Date Mutual Fund | — | — | — | $1.0M | 0.4% | |
| Dodge & Cox Income Fund Mutual Fund | — | — | — | $276K | <0.1% | |
| American Funds 2065 Target Date Mutual Fund | — | — | — | $59K | <0.1% | |
| American Funds 2070 Target Date Mutual Fund | — | — | — | $20K | <0.1% |