Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
BAPTIST HEALTHCARE SYSTEM, INC.
EIN 61-0444707hospital & health careLatest filing 2024
Plans
4
Retirement
3
$2.03B assets
Welfare
1
$19.0M premiums
Participants
47,272
1901 CAMPUS PLACE - LOUISVILLE, KY 40299502-896-5050perinatology.comLinkedIn10001+ employeeshospital & health care
Retirement portfolio analytics
3 plans aggregated / $2.03B assets / 25,926 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $19.0M premiums / 31,226 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$6.2M
- Other$4.7M
- Short-term disability$4.3M
- Long-term disability$3.8M
Carrier market share
Premium dollars by Schedule A carrier
78%top
- RELIANCE STANDARD LIFE INSURANCE COMPANY78%
- UNUM LIFE INSURANCE COMPANY OF AMERICA20%
- MAGELLAN HEALTHCARE2%
- LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Broker market share
Schedule A broker compensation
94%top
- MCGRIFF INSURANCE SERVICES INC94%
- STRATEGIC NON-MEDICAL SOLUTION4%
- KAY C. NOBLES1%
- GALLAGHER BENEFIT SERVICES, INC.0%
- ROBERT A. ERNST0%
- +1 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
BAPTIST HEALTH THRIFT PLAN
403b
Assets$1.16B
Participants3,802
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BAPTIST HEALTH 401(K) PLAN
401k
Assets$852.1M
Participants21,546
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
PENSION PLAN FOR EMPLOYEES OF BAPTIST HEALTH RICHMOND
TraditionalDB
Assets$17.5M
Participants578
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BAPTIST HEALTH HEALTH AND WELFARE PLAN
Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY
Premiums$19.0M
Covered lives31,226
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | BAPTIST HEALTH THRIFT PLAN | 403b | $1.16B | 3,802 | 2024 | |
| 002 | BAPTIST HEALTH 401(K) PLAN | 401k | $852.1M | 21,546 | 2024 | |
| 004 | PENSION PLAN FOR EMPLOYEES OF BAPTIST HEALTH RICHMOND | TraditionalDB | $17.5M | 578 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BAPTIST HEALTH HEALTH AND WELFARE PLAN | Mixed | RELIANCE STANDARD LIFE INSURANCE COMPANY | $19.0M | 31,226 | 2024 |
Retirement plans
Welfare plans