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Form 5500 · Retirement plan · LOUISVILLE, KY

BAPTIST HEALTHCARE SYSTEM

The filing calls this plan BAPTIST HEALTH 401(K) PLAN.

BAPTIST HEALTHCARE SYSTEM of LOUISVILLE, KY files a Form 5500 for its retirement plan. Schedule A discloses 1 annuity or guaranteed-interest contract held by the plan, written by THE LINCOLN NATIONAL LIFE INSURANCE COMPANY. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 61-0444707 · plan 002 · plan year 2024, filed Oct 13, 2025

Participants at the start of the year
19,840
Contracts on file
1
Contract value
$33,750,178
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with THE LINCOLN NATIONAL LIFE INSURANCE COMPANY.

The contracts held $33,750,178 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYAnnuity / GIC1,969December$33,750,178$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
BAPTIST HEALTHCARE SYSTEM
EIN 61-0444707
FIDELITY INVESTMENTS INSTITUTIONAL
RECORDKEEPER · EIN 04-2647786
$887,160
paid directly by the plan
STRATEGIC ADVISORS, INC.
ADVISOR · EIN 04-2654524
$248,871
paid directly by the plan
CAPTRUST FINANCIAL ADVISORS
CONSULTANT · EIN 26-0058143
$70,677
paid directly by the plan
DELOITTE & TOUCHE LLP
CONSULTANT · EIN 13-3891517
$25,463
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

Reported to OSHA

Reported to OSHA for 2025: 3,206 employees, 189 recordable cases, 781 days away from work.

EmployeesThe company's own average for the year
3,206
Hours worked
6,173,211
Recordable cases
189
Days away from work
781
Establishments filed under this EIN
4

Source: OSHA Injury Tracking Application establishment data, 2025.

One establishment filed under this EIN is left out of these figures: the hours and employees it reported could not both be right.

What the plan holds

Plan assets at year end
$852,144,978
Paid out in benefits
$69,863,318
Participants at the start of the year
19,840
Participants with account balances
20,475

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Independent accountantEIN 13-3891517
DELOITTE & TOUCHE LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified

From Schedule H of this filing.

We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.

Other plans filed by this employer

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