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  2. BAYCARE HEALTH SYSTEM INC.
Sponsor portfolioTH

BAYCARE HEALTH SYSTEM INC.

EIN 59-2796965-hospital & health care-Latest filing 2024
Plans
3
Retirement
2
$3.16B assets
Welfare
1
$16.7M premiums
Participants
70,298
2985 DREW ST. - CLEARWATER, FL 33759727-519-1312baycare.orgLinkedIn10001+ employeeshospital & health care
Plans on this EIN
3 filings
#001401k-$3.11B - 40,015 part#002403b-$49.0M - 899 part#520Mixed-$16.7M - 35,772 lives

Retirement portfolio analytics

2 plans aggregated / $3.16B assets / 40,914 participants

Assets by plan

Share of aggregate retirement assets

98%top
  • SYSTEM RETIREMENT PLAN (#001)98%
  • SYSTEM 403(B) PROGRAM (#002)2%
Total $3.16BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SYSTEM RETIREMENT PLAN (#001)40,015
  • SYSTEM 403(B) PROGRAM (#002)899
Total 40,914Click row to drill in

Benefits portfolio analytics

1 plan / $16.7M premiums / 35,772 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$9.4M
  • Other$3.3M
  • Vision$2.2M
  • Long-term disability$1.8M
Total $16.7M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
56%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY56%
  • METROPOLITAN LIFE INSURANCE COMPANY20%
  • RELIASTAR LIFE INSURANCE COMPANY13%
  • HARTFORD LIFE AND ACCIDENT11%
Total $16.7M4 slices

Broker market share

Schedule A broker compensation

Split broker
74%top
  • WILLIS TOWERS WATSON US LLC74%
  • LARSON INSURANCE GROUP26%
  • WILLARD R. LARSON0%
Total $852K3 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

BAYCARE HEALTH SYSTEM RETIREMENT PLAN

401k

Assets$3.11B
Participants40,015
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BAYCARE HEALTH SYSTEM 403(B) PROGRAM

403b

Assets$49.0M
Participants899
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#520

BAYCARE HEALTH SYSTEM INC. GROUP WELFARE BENEFITS PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$16.7M
Covered lives35,772
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001BAYCARE HEALTH SYSTEM RETIREMENT PLAN401k$3.11B40,0152024
002BAYCARE HEALTH SYSTEM 403(B) PROGRAM403b$49.0M8992024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
520BAYCARE HEALTH SYSTEM INC. GROUP WELFARE BENEFITS PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY$16.7M35,7722024
Retirement plans
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