Sharon Mehling signed Baptist Healthcare System's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Baptist Healthcare System's EIN is 61-0444707.
Download the official 2024 Form 5500 (PDF) for Baptist Healthcare System from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Baptist Healthcare System's plan includes profit-sharing, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $887K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $249K | — |
| CAPTRUST FINANCIAL ADVISORS |
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 | |||||
|---|---|---|---|---|---|---|
| SP 500 INDEX PL CL C GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 001 | Common Collective Trust | — | — | $123.2M | 14.5% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735965 / PN 001 | Common Collective Trust | — | — | $90.9M | 10.7% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735964 / PN 001 | Common Collective Trust | — | — | $90.3M | 10.6% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735971 / PN 001 | Common Collective Trust | — | — | $84.6M | 9.9% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735972 / PN 001 | Common Collective Trust | — | — | $69.7M | 8.2% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735976 / PN 001 | Common Collective Trust | — | — | $64.0M | 7.5% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735963 / PN 001 | Common Collective Trust | — | — | $61.6M | 7.2% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735978 / PN 001 | Common Collective Trust | — | — | $52.2M | 6.1% | |
| Lincoln Investment contract—Lincoln Stable Value Account #6087 | Stable Value | — | — | $33.8M | 4.0% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799736 / PN 001 | Common Collective Trust | — | — | $30.3M | 3.6% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735899 / PN 001 | Common Collective Trust | — | — | $22.5M | 2.6% | |
| Vanguard Total International Stock IS | Mutual Funds | — | — | $17.1M | 2.0% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6204383 / PN 001 | Common Collective Trust | — | — | $17.0M | 2.0% | |
| Vanguard Small Cap Index Inst | Mutual Funds | — | — | $13.8M | 1.6% | |
| BROKERAGELINK-IDF Self directed accounts | Self-Directed Brokerage | — | — | $13.3M | 1.6% | |
| FIAM CORE PLUS CL I FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $11.9M | 1.4% | |
| Vanguard Midcap Index Inst | Mutual Funds | — | — | $11.5M | 1.3% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735883 / PN 001 | Common Collective Trust | — | — | $9.7M | 1.1% | |
| maturities through January 2035 | Other securities | — | — | $9.0M | 1.1% | |
| Fidelity U.S. Bond Index | Mutual Funds | — | — | $8.2M | 1.0% | |
| The BROKERAGELINK includes $5,728,354 of party-in-interest investments with Fidelity. | Mutual Funds | — | — | $5.7M | 0.7% | |
| GG EUROPAC GROWTH CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $4.3M | 0.5% | |
| VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / PN 001 | Common Collective Trust | — | — | $1.8M | 0.2% | |
| Fidelity Government Money Market | Mutual Funds | — | — | $1.2M | 0.1% | |
| Vanguard Total International Bond Index Ad | Mutual Funds | — | — | $913K | 0.1% | |
| Vanguard Total International Small Cap | Mutual Funds | — | — | $716K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 26-0058143 |
| — |
| CONSULTANT |
| $71K |
| — |
| DELOITTE & TOUCHE LLP | 13-3891517 | — | CONSULTANT | $25K | — |
