AUMdb

Baptist Health Care, Inc. Retirement Savings 403(b) Plan

Sponsored by Baptist Health Care Corporation · EIN 592425151 · Plan #001

Total assets
$298M
Net assets
$298M
Active participants
5,316
With balances
4,101

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Voya Retirement Advisors, Llc CRD 3989 deterministic · 100% 2024
Mariner Institutional, Llc CRD 111964 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Voya Institutional Plan Services Investment management, Legal, Participant loan processing $344,804
Voya Retirement Advisors, Llc Investment advisory (participants) $152,649
Andco Consulting Llc Consulting (general) $62,000
Mariner Institutional Investment advisory (plan) $12,000