Sharon Mehling signed Baptist Healthcare System, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Baptist Healthcare System, Inc.'s EIN is 61-0444707.
Download the official 2024 Form 5500 (PDF) for Baptist Healthcare System, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Baptist Healthcare System, Inc.'s plan includes a default investment (QDIA), automatic enrollment, a 403(b) annuity, 403(b) custodial accounts, 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 | $577K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $334K | — |
| CAPTRUST FINANCIAL ADVISORS |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Inst. | Common Collective Trusts | — | — | $189.4M | 16.4% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $139.8M | 12.1% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $139.3M | 12.0% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $126.5M | 10.9% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $94.5M | 8.2% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $87.6M | 7.6% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $79.8M | 6.9% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $49.0M | 4.2% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $36.9M | 3.2% | |
| Lincoln Investment Contract—Lincoln Stable Value Account #7007 | Stable Value | — | — | $35.2M | 3.0% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $25.6M | 2.2% | |
| Vanguard Small Cap Index Inst | Mutual Funds | — | — | $24.2M | 2.1% | |
| Vanguard Midcap Index Inst | Mutual Funds | — | — | $24.1M | 2.1% | |
| Vanguard Total International Stock IS | Mutual Funds | — | — | $24.0M | 2.1% | |
| BROKERAGELINK-IDF Self directed accounts | Self-Directed Brokerage | — | — | $16.8M | 1.5% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $16.7M | 1.4% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $13.6M | 1.2% | |
| through 2034 | Other securities | — | — | $11.7M | 1.0% | |
| The BROKERAGELINK includes $11,044,066 of party-in-interest investments with Fidelity | Mutual Funds | — | — | $11.0M | 1.0% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $6.1M | 0.5% | |
| Vanguard Metropolitan West Total Return Bond Fund Plan Vanguard American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $5.8M | 0.5% | |
| Fidelity Total Bond K6 Fund | Mutual Funds | — | — | $3.3M | 0.3% | |
| Fidelity Government Money Market Fund | Mutual Funds | — | — | $2.7M | 0.2% | |
| Vanguard Total International Bd Index Ad | Mutual Funds | — | — | $1.4M | 0.1% | |
| Vanguard Total International Small Cap | Mutual Funds | — | — | $1.2M | 0.1% | |
| Vanguard Target Retirement 2070 | Mutual Funds | — | — | $1.2M | 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 |
| $79K |
| — |
| DELOITTE & TOUCHE LLP | 13-3891517 | — | CONSULTANT | $25K | — |
