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Sponsor portfolioTH

BAPTIST HEALTH CARE

EIN 59-0657322-hospital & health care-Latest filing 2025
Plans
3
Retirement
2
$379.9M assets
Welfare
1
$4.1M premiums
Participants
13,376
125 BAPTIST WAY SUITE 6A - PENSACOLA, FL 32503448-227-4968ebaptisthealthcare.orgLinkedIn1001-5000 employeeshospital & health care
Plans on this EIN
3 filings
#001403b-$298.0M - 6,751 part#002TraditionalDB-$81.9M - 2,843 part#512Mixed-$4.1M - 5,125 lives

Retirement portfolio analytics

2 plans aggregated / $379.9M assets / 9,594 participants

Assets by plan

Share of aggregate retirement assets

78%top
  • RETIREMENT SAVINGS 403(B) (#001)78%
  • CARE, INC. PENSION (#002)22%
Total $379.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • RETIREMENT SAVINGS 403(B) (#001)6,751
  • CARE, INC. PENSION (#002)2,843
Total 9,594Click row to drill in

Benefits portfolio analytics

1 plan / $4.1M premiums / 5,125 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.6M
  • Short-term disability$920K
  • Long-term disability$674K
  • Stop-loss$519K
  • Vision$381K
  • Dental$66K
Total $4.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
61%top
  • USABLE LIFE61%
  • LIBERTY LIFE ASSURANCE COMPANY OF BOSTON13%
  • RELIASTAR LIFE INSURANCE COMPANY12%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY9%
  • TUFTS ASSOCIATED HEALTH MAINTENANCE ORG., INC.2%
  • +3 more
Total $4.1M8 slices

Broker market share

Schedule A broker compensation

Split broker
59%top
  • TORGERSEN CAUSEY59%
  • COMBINED INSURANCE SERVICES29%
  • BLUE CROSS BLUE SHIELD OF FLORIDA12%
  • COMBINED INSURANCE SERVICES OF N FL0%
  • MORGAN WHITE LIMITED0%
  • +2 more
Total $521K7 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BAPTIST HEALTH CARE, INC. RETIREMENT SAVINGS 403(B) PLAN

403b

Assets$298.0M
Participants6,751
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BAPTIST HEALTH CARE, INC. PENSION PLAN

TraditionalDB

Assets$81.9M
Participants2,843
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#512

BAPTIST HEALTH CARE WELFARE BENEFITS PLAN

Mixed - USABLE LIFE

Premiums$4.1M
Covered lives5,125
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001BAPTIST HEALTH CARE, INC. RETIREMENT SAVINGS 403(B) PLAN403b$298.0M6,7512024
002BAPTIST HEALTH CARE, INC. PENSION PLANTraditionalDB$81.9M2,8432024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
512BAPTIST HEALTH CARE WELFARE BENEFITS PLANMixedUSABLE LIFE$4.1M5,1252025
Retirement plans
Welfare plans
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