Baptist Health System, Inc.'s EIN is 59-2487136.
Download the official 2024 Form 5500 (PDF) for Baptist Health System, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Baptist Health System, Inc.'s plan includes a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEI INVESTMENTS COMPANY | 23-1707341 | — | INVESTMENT MANAGER | $1.8M | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CROWE LLP | 35-0921680 | — | AUDITOR | $38K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEI Private Trust Co. Long Duration Credit Fund A | Common Stocks | — | $150.1M | $145.3M | 27.4% | |
| s * SEI Private Trust Co. Large Cap Index Fund | Mutual Funds | — | $102.0M | $102.0M | 19.2% | |
| SEI Private Trust Co. World Equity Ex U.S. Fund | Common Stocks | — | $78.8M | $80.1M | 15.1% | |
| SEI Private Trust Co. Intermediate Duration Credit A | Common Stocks | — | $77.2M | $76.9M | 14.5% | |
| STRUCTURED CREDIT COLLECTIVE TRUST SEI TRUST COMPANY · EIN 75-3251893 / PN 024 | Common Collective Trust | — | $19.7M | $37.1M | 7.0% | |
| CORE PROPERTY COLLECTIVE TRUST FUND SEI TRUST COMPANY · EIN 27-3224429 / PN 045 | Common Collective Trust | — | $25.0M | $33.2M | 6.2% | |
| SEI Private Trust Co. Small/Mid Equity Fund | Common Stocks | — | $21.1M | $19.8M | 3.7% | |
| United States Treasury Strips Z-CPN 11/15/34 | U.S. Treasuries | — | $10.7M | $10.6M | 2.0% | |
| United States Treasury Strips Z-CPN 11/15/53 | U.S. Treasuries | — | $10.7M | $9.7M | 1.8% | |
| United States Treasury Strips Z-CPN 11/15/39 | U.S. Treasuries | — | $8.2M | $7.9M | 1.5% | |
| United States Treasury Strips Z-CPN 11/15/44 | U.S. Treasuries | — | $3.0M | $2.9M | 0.6% | |
| U.S. Government Agencies United States Treasury Strips Z-CPN 11/15/30 | U.S. Treasuries | — | $1.0M | $1.0M | 0.2% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON CONSULTING INC. | 22-2232264 | — | ACTUARY/ADMINISTRATOR | $993K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SMITH GAMBRELL AND RUSSELL LLP | 58-0967450 | — | LEGAL | $20K | — |