Original filing (PDF)20251015111846NAL0002205667001

BAPTIST HEALTHCARE SYSTEM, INC.

Name: BAPTIST HEALTHCARE SYSTEM, INC. — PENSION PLAN FOR EMPLOYEES OF BAPTIST HEALTH RICHMOND, Form 5500 (2024)
Creator: BAPTIST HEALTHCARE SYSTEM, INC.

Form 5500

FILING_RECEIVED

PENSION PLAN FOR EMPLOYEES OF BAPTIST HEALTH RICHMOND

Defined-benefit pension plan

Signals · 1

93% in single holding

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$17.5M

Net assets (EOY)

$17.5M

How this plan invests

This plan

2 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

100

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BAPTIST HEALTHCARE SYSTEM, INC..

Plan sponsor

Name

BAPTIST HEALTHCARE SYSTEM, INC.

EIN

61-0444707

Address

1901 CAMPUS PL · LOUISVILLE, KY · 40299

Phone

(502) 896-5050

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

1A · Pay-related DB formula

1I · Frozen plan — no new benefit accrual

Audit & trust (Schedule H)

Auditor

DELOITTE & TOUCHE LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
NEW YORK LIFE INSURANCE COMPANY	13-5582869	—	NONE	$33K	—

Investments

2 direct securities· $18.8M(100% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	Immediate Participation Guarantee Contract—New York Life Insurance Company Immediate Participation Guarantee Contract Immediate Participation Guarantee Contract	—	—	$17.5M	$17.5M	100.0%
	New York Life Insurance Company Immediate Participation Guarantee Contract	—	—	$1.4M	$1.4M	7.8%

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