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  2. BAYCARE HEALTH SYSTEM, INC.
Sponsor portfolioTH

BAYCARE HEALTH SYSTEM, INC.

EIN 59-2796965-hospital & health care-Latest filing 2025
Plans
3
Retirement
2
$3.16B assets
Welfare
1
$17.2M premiums
Participants
65,147
2985 DREW STREET - CLEARWATER, FL 33759727-893-6009baycare.orgLinkedIn10001+ employeeshospital & health care
Plans on this EIN
3 filings
#001401k-$3.11B - 40,015 part#002403b-$49.0M - 899 part#520Mixed-$17.2M - 37,242 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 / $17.2M premiums / 37,242 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$9.7M
  • Other$3.6M
  • Vision$2.2M
  • Long-term disability$1.8M
Total $17.2M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
56%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY56%
  • METROPOLITAN LIFE INSURANCE COMPANY21%
  • RELIASTAR LIFE INSURANCE COMPANY14%
  • HARTFORD LIFE AND ACCIDENT10%
Total $17.2M4 slices

Broker market share

Schedule A broker compensation

Split broker
73%top
  • WILLIS TOWERS WATSON US LLC73%
  • LARSON INSURANCE GROUP26%
  • WILLARD R. LARSON0%
Total $885K3 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$17.2M
Covered lives37,242
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$17.2M37,2422025
Retirement plans
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