Back to filter
Original filing (PDF)20250708101006NAL0003829521001
BETHESDA HOSPITAL, INC.
Form 5500
FILING_RECEIVED
BETHESDA RETIREMENT PLAN
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed13 service providers
Active participants
280
Accounts w/ balance
—
Plan assets (EOY)
$171.6M
Net assets (EOY)
$171.6M
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
55
Participation health
100
Knocking points off
- 43 bps in Schedule C fees — 333% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BETHESDA HOSPITAL, INC..
Plan sponsor
Name
BETHESDA HOSPITAL, INC.
EIN
59-2447554
Address
2815 SOUTH SEACREST BOULEVARD · BOYNTON BEACH, FL · 334357934
Phone
(561) 737-7733
Industry
Health Care & Social Assistancesee all
Plan administrator
Name
BAPTIST HEALTH SOUTH FLORIDA, INC.
EIN
65-0267668
City
CORAL GABLES, FL
Phone
(786) 596-6947
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-07-08
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
GRANT THORNTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
13 rowsOther
13| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON CONSULTING INC. | 22-2232264 | — | NONE | $353K | — |
| COLUMBIA MANAGEMENT | — | KANSAS CITY, MO | NONE | $153K | — |
| BANK OF AMERICA | — | CHARLOTTE, NC | NONE | $149K | — |
| MFS RESEARCH INTERNATIONAL | — | BOSTON, MA | NONE | $14K | — |
| MARTIN CURRIE GLOBAL | — | — | NONE | $14K | — |
| EARNEST PARTNERS | — | ATLANTA, GA | NONE | $8K | — |
| LOOMIS SAYLES | — | BOSTON, MA | NONE | $8K | — |
| MFS LCV | — | KANSAS CITY, MO | NONE | $8K | — |
| BLACKROCK | — | NEW YORK, NY | NONE | $8K | — |
| ARISTOTLE | — | LOS ANGELES, CA | NONE | $8K | — |
| TCW LCG | — | LOS ANGELES, CA | NONE | $7K | — |
| ALLSPRING | — | NEW YORK, NY | NONE | $7K | — |
| PEREGRINE SCG | — | LEANDER, TX | NONE | $6K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.