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  2. BAPTIST HEALTH SOUTH FLORIDA, INC.
Sponsor portfolioTH

BAPTIST HEALTH SOUTH FLORIDA, INC.

EIN 65-0267668-Latest filing 2025
Plans
4
Retirement
2
$2.83B assets
Welfare
2
$25.1M premiums
Participants
98,822
6855 RED ROAD, SUITE 600 - CORAL GABLES, FL 33143786-662-7000
Plans on this EIN
4 filings
#002403b-$2.66B - 35,472 part#001401k-$163.4M - 4,626 part#511Mixed-$25.1M - 32,308 lives#510Unknown-0 lives

Retirement portfolio analytics

2 plans aggregated / $2.83B assets / 40,098 participants

Assets by plan

Share of aggregate retirement assets

94%top
  • EMPLOYEE RETIREMENT PLAN (#002)94%
  • EMPLOYEE RETIREMENT PLAN (#001)6%
Total $2.83BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE RETIREMENT PLAN (#002)35,472
  • EMPLOYEE RETIREMENT PLAN (#001)4,626
Total 40,098Click row to drill in

Benefits portfolio analytics

2 plans / $25.1M premiums / 32,308 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$14.0M
  • Long-term disability$8.2M
  • Other$8.2M
  • Life$7.9M
  • Vision$2.6M
Total $25.1M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
50%top
  • METROPOLITAN LIFE INSURANCE COMPANY50%
  • AFLAC31%
  • EYEMED VISION CARE10%
  • SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION5%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
  • +2 more
Total $25.1M7 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • AON CONSULTING INC100%
Total $197K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

BAPTIST HEALTH SOUTH FLORIDA, INC. 403(B) EMPLOYEE RETIREMENT PLAN

403b

Assets$2.66B
Participants35,472
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

BAPTIST HEALTH ENTERPRISES, INC. 401(K) EMPLOYEE RETIREMENT PLAN

401k

Assets$163.4M
Participants4,626
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#511

BAPTIST HEALTH SOUTH FLORIDA WELFARE BENEFIT PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$25.1M
Covered lives32,308
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510

BAPTIST HEATH SOUTH FLORIDA, INC. WELLNESS PLAN

Unknown

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002BAPTIST HEALTH SOUTH FLORIDA, INC. 403(B) EMPLOYEE RETIREMENT PLAN403b$2.66B35,4722024
001BAPTIST HEALTH ENTERPRISES, INC. 401(K) EMPLOYEE RETIREMENT PLAN401k$163.4M4,6262024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
511BAPTIST HEALTH SOUTH FLORIDA WELFARE BENEFIT PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$25.1M32,3082025
510BAPTIST HEATH SOUTH FLORIDA, INC. WELLNESS PLANUnknown-$002025
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