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BAPTIST HEALTH SOUTH FLORIDA, INC. 403(B) EMPLOYEE RETIREMENT PLAN 401k Plan overview

Plan NameBAPTIST HEALTH SOUTH FLORIDA, INC. 403(B) EMPLOYEE RETIREMENT PLAN
Plan identification number 002

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

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BAPTIST HEALTH SOUTH FLORIDA, INC. has sponsored the creation of one or more 401k plans.

Company Name:BAPTIST HEALTH SOUTH FLORIDA, INC.
Employer identification number (EIN):650267668
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about BAPTIST HEALTH SOUTH FLORIDA, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1991-03-25
Company Identification Number: N42700
Legal Registered Office Address: 1201 HAYS STREET

TALLAHASSEE

32301

More information about BAPTIST HEALTH SOUTH FLORIDA, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BAPTIST HEALTH SOUTH FLORIDA, INC. 403(B) EMPLOYEE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01MATTHEW ARSENAULT
0022016-01-01RALPH LAWSON
0022015-01-01RALPH LAWSON
0022014-01-01RALPH LAWSON
0022013-01-01RALPH LAWSON
0022012-01-01RALPH LAWSON
0022011-01-01RALPH LAWSON
0022010-01-01RALPH LAWSON
0022009-01-01RALPH LAWSON
0022009-01-01RALPH LAWSON

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

401k plan membership statisitcs for BAPTIST HEALTH SOUTH FLORIDA, INC. 403(B) EMPLOYEE RETIREMENT PLAN

Measure Date Value
2022: BAPTIST HEALTH SOUTH FLORIDA, INC. 403(B) EMPLOYEE RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0129,708
Total number of active participants reported on line 7a of the Form 55002022-01-0125,214
Number of retired or separated participants receiving benefits2022-01-01329
Number of other retired or separated participants entitled to future benefits2022-01-016,733
Total of all active and inactive participants2022-01-0132,276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01177
Total participants2022-01-0132,453
Number of participants with account balances2022-01-0132,127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01861
2021: BAPTIST HEALTH SOUTH FLORIDA, INC. 403(B) EMPLOYEE RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0126,262
Total number of active participants reported on line 7a of the Form 55002021-01-0122,856
Number of retired or separated participants receiving benefits2021-01-01317
Number of other retired or separated participants entitled to future benefits2021-01-016,369
Total of all active and inactive participants2021-01-0129,542
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01162
Total participants2021-01-0129,704
Number of participants with account balances2021-01-0129,704
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01806
2020: BAPTIST HEALTH SOUTH FLORIDA, INC. 403(B) EMPLOYEE RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0124,016
Total number of active participants reported on line 7a of the Form 55002020-01-0119,591
Number of retired or separated participants receiving benefits2020-01-01158
Number of other retired or separated participants entitled to future benefits2020-01-016,374
Total of all active and inactive participants2020-01-0126,123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01136
Total participants2020-01-0126,259
Number of participants with account balances2020-01-0126,259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01557
2019: BAPTIST HEALTH SOUTH FLORIDA, INC. 403(B) EMPLOYEE RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0120,219
Total number of active participants reported on line 7a of the Form 55002019-01-0119,408
Number of retired or separated participants receiving benefits2019-01-01245
Number of other retired or separated participants entitled to future benefits2019-01-014,243
Total of all active and inactive participants2019-01-0123,896
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01119
Total participants2019-01-0124,015
Number of participants with account balances2019-01-0123,548
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01508
2018: BAPTIST HEALTH SOUTH FLORIDA, INC. 403(B) EMPLOYEE RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0130,065
Total number of active participants reported on line 7a of the Form 55002018-01-0116,000
Number of retired or separated participants receiving benefits2018-01-01246
Number of other retired or separated participants entitled to future benefits2018-01-013,867
Total of all active and inactive participants2018-01-0120,113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01106
Total participants2018-01-0120,219
Number of participants with account balances2018-01-0120,077
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01487
2017: BAPTIST HEALTH SOUTH FLORIDA, INC. 403(B) EMPLOYEE RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0118,494
Total number of active participants reported on line 7a of the Form 55002017-01-0116,125
Number of retired or separated participants receiving benefits2017-01-01240
Number of other retired or separated participants entitled to future benefits2017-01-013,507
Total of all active and inactive participants2017-01-0119,872
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0194
Total participants2017-01-0119,966
Number of participants with account balances2017-01-0119,735
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01361
2016: BAPTIST HEALTH SOUTH FLORIDA, INC. 403(B) EMPLOYEE RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0118,459
Total number of active participants reported on line 7a of the Form 55002016-01-0114,986
Number of retired or separated participants receiving benefits2016-01-01187
Number of other retired or separated participants entitled to future benefits2016-01-013,249
Total of all active and inactive participants2016-01-0118,422
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0171
Total participants2016-01-0118,493
Number of participants with account balances2016-01-0118,451
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01524
2015: BAPTIST HEALTH SOUTH FLORIDA, INC. 403(B) EMPLOYEE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0118,415
Total number of active participants reported on line 7a of the Form 55002015-01-0115,853
Number of retired or separated participants receiving benefits2015-01-01246
Number of other retired or separated participants entitled to future benefits2015-01-012,306
Total of all active and inactive participants2015-01-0118,405
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0153
Total participants2015-01-0118,458
Number of participants with account balances2015-01-0118,458
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01243
2014: BAPTIST HEALTH SOUTH FLORIDA, INC. 403(B) EMPLOYEE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0117,428
Total number of active participants reported on line 7a of the Form 55002014-01-0115,414
Number of retired or separated participants receiving benefits2014-01-01147
Number of other retired or separated participants entitled to future benefits2014-01-012,810
Total of all active and inactive participants2014-01-0118,371
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0144
Total participants2014-01-0118,415
Number of participants with account balances2014-01-0118,076
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01197
2013: BAPTIST HEALTH SOUTH FLORIDA, INC. 403(B) EMPLOYEE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0117,090
Total number of active participants reported on line 7a of the Form 55002013-01-0114,572
Number of retired or separated participants receiving benefits2013-01-01115
Number of other retired or separated participants entitled to future benefits2013-01-012,702
Total of all active and inactive participants2013-01-0117,389
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0139
Total participants2013-01-0117,428
Number of participants with account balances2013-01-0117,185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01246
2012: BAPTIST HEALTH SOUTH FLORIDA, INC. 403(B) EMPLOYEE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0117,042
Total number of active participants reported on line 7a of the Form 55002012-01-0114,512
Number of retired or separated participants receiving benefits2012-01-0174
Number of other retired or separated participants entitled to future benefits2012-01-012,454
Total of all active and inactive participants2012-01-0117,040
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0150
Total participants2012-01-0117,090
Number of participants with account balances2012-01-0116,976
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01298
2011: BAPTIST HEALTH SOUTH FLORIDA, INC. 403(B) EMPLOYEE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0115,320
Total number of active participants reported on line 7a of the Form 55002011-01-0114,776
Number of retired or separated participants receiving benefits2011-01-0144
Number of other retired or separated participants entitled to future benefits2011-01-012,157
Total of all active and inactive participants2011-01-0116,977
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0140
Total participants2011-01-0117,017
Number of participants with account balances2011-01-0116,727
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01232
2010: BAPTIST HEALTH SOUTH FLORIDA, INC. 403(B) EMPLOYEE RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0114,786
Total number of active participants reported on line 7a of the Form 55002010-01-0113,290
Number of retired or separated participants receiving benefits2010-01-0126
Number of other retired or separated participants entitled to future benefits2010-01-011,967
Total of all active and inactive participants2010-01-0115,283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0137
Total participants2010-01-0115,320
Number of participants with account balances2010-01-0115,128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-01277
2009: BAPTIST HEALTH SOUTH FLORIDA, INC. 403(B) EMPLOYEE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0113,651
Total number of active participants reported on line 7a of the Form 55002009-01-0113,454
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011,332
Total of all active and inactive participants2009-01-0114,786
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0114,786
Number of participants with account balances2009-01-0114,662
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

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

Measure Date Value
2022 : BAPTIST HEALTH SOUTH FLORIDA, INC. 403(B) EMPLOYEE RETIREMENT PLAN 2022 401k financial data
Total transfer of assets to this plan2022-12-31$36,261,735
Total income from all sources (including contributions)2022-12-31$-102,753,177
Total of all expenses incurred2022-12-31$155,672,736
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$153,438,664
Expenses. Certain deemed distributions of participant loans2022-12-31$305,303
Value of total corrective distributions2022-12-31$9,627
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$236,500,065
Value of total assets at end of year2022-12-31$1,924,130,807
Value of total assets at beginning of year2022-12-31$2,146,294,985
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,919,142
Total interest from all sources2022-12-31$7,169,424
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$28,286,091
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$28,286,091
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$143,986,047
Participant contributions at end of year2022-12-31$57,804,953
Participant contributions at beginning of year2022-12-31$53,937,054
Assets. Other investments not covered elsewhere at end of year2022-12-31$26,010,875
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$29,698,973
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$10,593,645
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$39,366
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$35,880
Other income not declared elsewhere2022-12-31$-5,290,261
Administrative expenses (other) incurred2022-12-31$1,879,016
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-258,425,913
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,924,130,807
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,146,294,985
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$40,126
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,480,279,611
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,742,513,088
Interest on participant loans2022-12-31$2,202,986
Interest earned on other investments2022-12-31$4,966,438
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$278,089,487
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$247,092,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-369,418,496
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$81,920,373
Employer contributions (assets) at end of year2022-12-31$81,906,515
Employer contributions (assets) at beginning of year2022-12-31$73,017,990
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$153,438,664
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31GRANT THORNTON, LLP
Accountancy firm EIN2022-12-31366055558
2021 : BAPTIST HEALTH SOUTH FLORIDA, INC. 403(B) EMPLOYEE RETIREMENT PLAN 2021 401k financial data
Total transfer of assets to this plan2021-12-31$101,187
Total income from all sources (including contributions)2021-12-31$480,004,818
Total of all expenses incurred2021-12-31$157,604,538
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$155,522,866
Expenses. Certain deemed distributions of participant loans2021-12-31$262,708
Value of total corrective distributions2021-12-31$8,423
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$255,644,552
Value of total assets at end of year2021-12-31$2,146,294,985
Value of total assets at beginning of year2021-12-31$1,823,793,518
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,810,541
Total interest from all sources2021-12-31$5,344,033
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$35,634,633
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$35,634,633
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$134,942,372
Participant contributions at end of year2021-12-31$53,937,054
Participant contributions at beginning of year2021-12-31$62,261,089
Assets. Other investments not covered elsewhere at end of year2021-12-31$29,698,973
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$24,052,766
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$24,748,451
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$35,880
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$221,690
Other income not declared elsewhere2021-12-31$3,124,231
Administrative expenses (other) incurred2021-12-31$1,761,623
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$322,400,280
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,146,294,985
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,823,793,518
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$48,918
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$1,742,513,088
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,735,423,512
Interest on participant loans2021-12-31$2,430,075
Interest earned on other investments2021-12-31$2,913,958
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$247,092,000
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,834,461
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$180,257,369
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$95,953,729
Employer contributions (assets) at end of year2021-12-31$73,017,990
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$155,522,866
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31GRANT THORNTON, LLP
Accountancy firm EIN2021-12-31366055558
2020 : BAPTIST HEALTH SOUTH FLORIDA, INC. 403(B) EMPLOYEE RETIREMENT PLAN 2020 401k financial data
Total transfer of assets to this plan2020-12-31$133,417,903
Total income from all sources (including contributions)2020-12-31$399,873,614
Total of all expenses incurred2020-12-31$231,891,079
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$229,436,127
Expenses. Certain deemed distributions of participant loans2020-12-31$253,316
Value of total corrective distributions2020-12-31$10,973
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$164,090,828
Value of total assets at end of year2020-12-31$1,823,793,518
Value of total assets at beginning of year2020-12-31$1,522,393,080
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,190,663
Total interest from all sources2020-12-31$3,145,876
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$23,914,804
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$23,914,804
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$102,186,192
Participant contributions at end of year2020-12-31$62,261,089
Participant contributions at beginning of year2020-12-31$73,131,759
Assets. Other investments not covered elsewhere at end of year2020-12-31$24,052,766
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$18,955,084
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$5,452,649
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$221,690
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$126,081
Other income not declared elsewhere2020-12-31$2,139,670
Administrative expenses (other) incurred2020-12-31$2,190,663
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$167,982,535
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,823,793,518
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,522,393,080
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,735,423,512
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,428,220,280
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$3,129,760
Interest earned on other investments2020-12-31$16,116
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,834,461
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,959,876
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$206,582,436
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$56,451,987
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$229,436,127
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31GRANT THORNTON, LLP
Accountancy firm EIN2020-12-31366055558
2019 : BAPTIST HEALTH SOUTH FLORIDA, INC. 403(B) EMPLOYEE RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$390,465,949
Total income from all sources (including contributions)2019-12-31$390,465,949
Total of all expenses incurred2019-12-31$109,665,745
Total of all expenses incurred2019-12-31$109,665,745
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$107,312,084
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$107,312,084
Expenses. Certain deemed distributions of participant loans2019-12-31$495,012
Expenses. Certain deemed distributions of participant loans2019-12-31$495,012
Value of total corrective distributions2019-12-31$11,471
Value of total corrective distributions2019-12-31$11,471
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$152,288,062
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$152,288,062
Value of total assets at end of year2019-12-31$1,522,393,080
Value of total assets at end of year2019-12-31$1,522,393,080
Value of total assets at beginning of year2019-12-31$1,241,592,876
Value of total assets at beginning of year2019-12-31$1,241,592,876
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,847,178
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,847,178
Total interest from all sources2019-12-31$3,156,277
Total interest from all sources2019-12-31$3,156,277
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$25,894,676
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$25,894,676
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$25,894,676
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$25,894,676
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$94,410,548
Contributions received from participants2019-12-31$94,410,548
Participant contributions at end of year2019-12-31$73,131,759
Participant contributions at end of year2019-12-31$73,131,759
Participant contributions at beginning of year2019-12-31$70,174,407
Participant contributions at beginning of year2019-12-31$70,174,407
Assets. Other investments not covered elsewhere at end of year2019-12-31$18,955,084
Assets. Other investments not covered elsewhere at end of year2019-12-31$18,955,084
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$16,392,158
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$16,392,158
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$9,506,205
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$9,506,205
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$126,081
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$126,081
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$151,425
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$151,425
Other income not declared elsewhere2019-12-31$3,045,013
Other income not declared elsewhere2019-12-31$3,045,013
Administrative expenses (other) incurred2019-12-31$1,847,178
Administrative expenses (other) incurred2019-12-31$1,847,178
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$280,800,204
Value of net income/loss2019-12-31$280,800,204
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,522,393,080
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,522,393,080
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,241,592,876
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,241,592,876
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,428,220,280
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,428,220,280
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,152,981,852
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,152,981,852
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$6
Value of interest in pooled separate accounts at beginning of year2019-12-31$6
Interest on participant loans2019-12-31$3,148,247
Interest on participant loans2019-12-31$3,148,247
Interest earned on other investments2019-12-31$8,030
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,959,876
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,959,876
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,893,028
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,893,028
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$206,081,921
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$206,081,921
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$48,371,309
Contributions received in cash from employer2019-12-31$48,371,309
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$107,312,084
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$107,312,084
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DELOITTE & TOUCHE LLP
Accountancy firm name2019-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2019-12-31133891517
Accountancy firm EIN2019-12-31133891517
2018 : BAPTIST HEALTH SOUTH FLORIDA, INC. 403(B) EMPLOYEE RETIREMENT PLAN 2018 401k financial data
Total transfer of assets to this plan2018-12-31$1,439
Total income from all sources (including contributions)2018-12-31$81,575,984
Total of all expenses incurred2018-12-31$107,759,706
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$105,139,304
Expenses. Certain deemed distributions of participant loans2018-12-31$433,970
Value of total corrective distributions2018-12-31$12,776
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$136,470,456
Value of total assets at end of year2018-12-31$1,241,592,876
Value of total assets at beginning of year2018-12-31$1,267,775,159
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,173,656
Total interest from all sources2018-12-31$2,608,529
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$21,674,372
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$21,674,372
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$80,507,611
Participant contributions at end of year2018-12-31$70,174,407
Participant contributions at beginning of year2018-12-31$66,470,396
Assets. Other investments not covered elsewhere at end of year2018-12-31$16,392,158
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$18,854,901
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$10,142,633
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$151,425
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$151,384
Other income not declared elsewhere2018-12-31$-1,407,748
Administrative expenses (other) incurred2018-12-31$2,173,656
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-26,183,722
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,241,592,876
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,267,775,159
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,152,981,852
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$955,316,997
Value of interest in pooled separate accounts at end of year2018-12-31$6
Value of interest in pooled separate accounts at beginning of year2018-12-31$225,028,293
Interest on participant loans2018-12-31$2,600,726
Interest earned on other investments2018-12-31$7,803
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,893,028
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,953,188
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-79,358,995
Net investment gain/loss from pooled separate accounts2018-12-31$1,589,370
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$45,820,212
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$105,139,304
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2018-12-31133891517
2017 : BAPTIST HEALTH SOUTH FLORIDA, INC. 403(B) EMPLOYEE RETIREMENT PLAN 2017 401k financial data
Total transfer of assets to this plan2017-12-31$460
Total income from all sources (including contributions)2017-12-31$279,006,821
Total of all expenses incurred2017-12-31$86,087,676
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$84,539,908
Expenses. Certain deemed distributions of participant loans2017-12-31$416,306
Value of total corrective distributions2017-12-31$21,022
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$123,713,475
Value of total assets at end of year2017-12-31$1,267,775,159
Value of total assets at beginning of year2017-12-31$1,074,855,554
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,110,440
Total interest from all sources2017-12-31$2,183,203
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$16,049,245
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$16,049,245
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$73,293,700
Participant contributions at end of year2017-12-31$66,470,396
Participant contributions at beginning of year2017-12-31$63,057,706
Assets. Other investments not covered elsewhere at end of year2017-12-31$18,854,901
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$15,605,988
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$8,963,404
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$151,384
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$99,073
Other income not declared elsewhere2017-12-31$1,905,542
Administrative expenses (other) incurred2017-12-31$1,110,440
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$192,919,145
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,267,775,159
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,074,855,554
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$955,316,997
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$767,256,721
Value of interest in pooled separate accounts at end of year2017-12-31$225,028,293
Value of interest in pooled separate accounts at beginning of year2017-12-31$227,403,251
Interest on participant loans2017-12-31$2,176,077
Interest earned on other investments2017-12-31$7,126
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,953,188
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,432,815
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$132,276,936
Net investment gain/loss from pooled separate accounts2017-12-31$2,878,420
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$41,456,371
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$84,539,908
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2017-12-31133891517
2016 : BAPTIST HEALTH SOUTH FLORIDA, INC. 403(B) EMPLOYEE RETIREMENT PLAN 2016 401k financial data
Total transfer of assets to this plan2016-12-31$11,417
Total income from all sources (including contributions)2016-12-31$177,771,814
Total of all expenses incurred2016-12-31$91,958,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$89,947,585
Expenses. Certain deemed distributions of participant loans2016-12-31$863,345
Value of total corrective distributions2016-12-31$5,806
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$116,186,738
Value of total assets at end of year2016-12-31$1,074,855,554
Value of total assets at beginning of year2016-12-31$989,030,672
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,141,613
Total interest from all sources2016-12-31$2,069,253
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$12,115,868
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$12,115,868
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$65,886,101
Participant contributions at end of year2016-12-31$63,057,706
Participant contributions at beginning of year2016-12-31$63,463,883
Assets. Other investments not covered elsewhere at end of year2016-12-31$15,605,988
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$11,866,321
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$7,709,429
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$99,073
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$42,394
Other income not declared elsewhere2016-12-31$997,179
Administrative expenses (other) incurred2016-12-31$1,141,613
Total non interest bearing cash at beginning of year2016-12-31$238,045
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$85,813,465
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,074,855,554
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$989,030,672
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$767,256,721
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$685,612,951
Value of interest in pooled separate accounts at end of year2016-12-31$227,403,251
Value of interest in pooled separate accounts at beginning of year2016-12-31$227,123,269
Interest on participant loans2016-12-31$2,063,860
Interest earned on other investments2016-12-31$5,393
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,432,815
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$683,809
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$43,660,044
Net investment gain/loss from pooled separate accounts2016-12-31$2,742,732
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$42,591,208
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$89,947,585
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2016-12-31133891517
2015 : BAPTIST HEALTH SOUTH FLORIDA, INC. 403(B) EMPLOYEE RETIREMENT PLAN 2015 401k financial data
Total transfer of assets to this plan2015-12-31$78,763
Total income from all sources (including contributions)2015-12-31$119,233,061
Total of all expenses incurred2015-12-31$62,832,033
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$60,882,391
Expenses. Certain deemed distributions of participant loans2015-12-31$732,338
Value of total corrective distributions2015-12-31$1,255
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$116,527,836
Value of total assets at end of year2015-12-31$989,030,672
Value of total assets at beginning of year2015-12-31$932,550,881
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,216,049
Total interest from all sources2015-12-31$1,945,417
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$10,449,340
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$10,449,340
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$62,124,686
Participant contributions at end of year2015-12-31$63,463,883
Participant contributions at beginning of year2015-12-31$57,898,673
Assets. Other investments not covered elsewhere at end of year2015-12-31$11,866,321
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$8,571,684
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$15,579,511
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$42,394
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$30,010
Other income not declared elsewhere2015-12-31$-241,049
Administrative expenses (other) incurred2015-12-31$1,216,049
Total non interest bearing cash at end of year2015-12-31$238,045
Total non interest bearing cash at beginning of year2015-12-31$181,998
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$56,401,028
Value of net assets at end of year (total assets less liabilities)2015-12-31$989,030,672
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$932,550,881
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$685,612,951
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$643,368,708
Value of interest in pooled separate accounts at end of year2015-12-31$227,123,269
Value of interest in pooled separate accounts at beginning of year2015-12-31$222,051,696
Interest on participant loans2015-12-31$1,940,740
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$4,677
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$683,809
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$448,112
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-12,202,791
Net investment gain/loss from pooled separate accounts2015-12-31$2,754,308
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$38,823,639
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$60,882,391
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2015-12-31133891517
2014 : BAPTIST HEALTH SOUTH FLORIDA, INC. 403(B) EMPLOYEE RETIREMENT PLAN 2014 401k financial data
Total transfer of assets to this plan2014-12-31$61,143
Total income from all sources (including contributions)2014-12-31$142,025,227
Total of all expenses incurred2014-12-31$56,389,365
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$54,935,244
Expenses. Certain deemed distributions of participant loans2014-12-31$356,053
Value of total corrective distributions2014-12-31$431
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$101,108,853
Value of total assets at end of year2014-12-31$932,550,881
Value of total assets at beginning of year2014-12-31$846,853,876
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,097,637
Total interest from all sources2014-12-31$1,694,847
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$11,505,748
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$11,505,748
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$56,029,324
Participant contributions at end of year2014-12-31$57,898,673
Participant contributions at beginning of year2014-12-31$49,552,325
Assets. Other investments not covered elsewhere at end of year2014-12-31$8,571,684
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$7,020,588
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$8,103,100
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$30,010
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$16,100
Other income not declared elsewhere2014-12-31$-278,080
Administrative expenses (other) incurred2014-12-31$1,097,637
Total non interest bearing cash at end of year2014-12-31$181,998
Total non interest bearing cash at beginning of year2014-12-31$135,122
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$85,635,862
Value of net assets at end of year (total assets less liabilities)2014-12-31$932,550,881
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$846,853,876
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$643,368,708
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$569,984,351
Value of interest in pooled separate accounts at end of year2014-12-31$222,051,696
Value of interest in pooled separate accounts at beginning of year2014-12-31$219,408,554
Interest on participant loans2014-12-31$1,691,099
Interest earned on other investments2014-12-31$3,748
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$448,112
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$736,836
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$25,178,519
Net investment gain/loss from pooled separate accounts2014-12-31$2,815,340
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$36,976,429
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$54,935,244
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2014-12-31133891517
2013 : BAPTIST HEALTH SOUTH FLORIDA, INC. 403(B) EMPLOYEE RETIREMENT PLAN 2013 401k financial data
Total transfer of assets to this plan2013-12-31$41,950
Total income from all sources (including contributions)2013-12-31$203,572,264
Total of all expenses incurred2013-12-31$41,112,830
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$39,742,323
Expenses. Certain deemed distributions of participant loans2013-12-31$323,713
Value of total corrective distributions2013-12-31$2,840
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$93,159,541
Value of total assets at end of year2013-12-31$846,853,876
Value of total assets at beginning of year2013-12-31$684,352,492
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,043,954
Total interest from all sources2013-12-31$1,472,419
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$7,808,004
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$7,808,004
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$52,247,558
Participant contributions at end of year2013-12-31$49,552,325
Participant contributions at beginning of year2013-12-31$41,172,616
Assets. Other investments not covered elsewhere at end of year2013-12-31$7,020,588
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$4,766,760
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$4,143,094
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$16,100
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$12,751
Other income not declared elsewhere2013-12-31$770,259
Administrative expenses (other) incurred2013-12-31$1,043,954
Total non interest bearing cash at end of year2013-12-31$135,122
Total non interest bearing cash at beginning of year2013-12-31$191,284
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$162,459,434
Value of net assets at end of year (total assets less liabilities)2013-12-31$846,853,876
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$684,352,492
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$569,984,351
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$428,088,457
Value of interest in pooled separate accounts at end of year2013-12-31$219,408,554
Value of interest in pooled separate accounts at beginning of year2013-12-31$209,643,604
Interest on participant loans2013-12-31$1,468,152
Interest earned on other investments2013-12-31$4,267
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$736,836
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$477,020
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$97,508,211
Net investment gain/loss from pooled separate accounts2013-12-31$2,853,830
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$36,768,889
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$39,742,323
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2013-12-31133891517
2012 : BAPTIST HEALTH SOUTH FLORIDA, INC. 403(B) EMPLOYEE RETIREMENT PLAN 2012 401k financial data
Total transfer of assets to this plan2012-12-31$430,212
Total income from all sources (including contributions)2012-12-31$146,070,575
Total of all expenses incurred2012-12-31$32,049,866
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$31,468,036
Expenses. Certain deemed distributions of participant loans2012-12-31$195,156
Value of total corrective distributions2012-12-31$3,995
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$89,383,534
Value of total assets at end of year2012-12-31$684,352,492
Value of total assets at beginning of year2012-12-31$569,901,571
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$382,679
Total interest from all sources2012-12-31$1,290,935
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$8,386,210
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$8,386,210
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$48,455,490
Participant contributions at end of year2012-12-31$41,172,616
Participant contributions at beginning of year2012-12-31$34,989,445
Assets. Other investments not covered elsewhere at end of year2012-12-31$4,766,760
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$1,920,611
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$6,604,944
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$12,751
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$8,454
Other income not declared elsewhere2012-12-31$347,065
Administrative expenses (other) incurred2012-12-31$382,679
Total non interest bearing cash at end of year2012-12-31$191,284
Total non interest bearing cash at beginning of year2012-12-31$242,781
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$114,020,709
Value of net assets at end of year (total assets less liabilities)2012-12-31$684,352,492
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$569,901,571
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$428,088,457
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$329,942,972
Value of interest in pooled separate accounts at end of year2012-12-31$209,643,604
Value of interest in pooled separate accounts at beginning of year2012-12-31$202,364,039
Interest on participant loans2012-12-31$1,289,259
Interest earned on other investments2012-12-31$1,676
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$477,020
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$433,269
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$43,900,845
Net investment gain/loss from pooled separate accounts2012-12-31$2,761,986
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$34,323,100
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$31,468,036
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2012-12-31133891517
2011 : BAPTIST HEALTH SOUTH FLORIDA, INC. 403(B) EMPLOYEE RETIREMENT PLAN 2011 401k financial data
Total transfer of assets to this plan2011-12-31$13,419
Total income from all sources (including contributions)2011-12-31$73,458,658
Total of all expenses incurred2011-12-31$27,339,529
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$26,589,205
Expenses. Certain deemed distributions of participant loans2011-12-31$318,066
Value of total corrective distributions2011-12-31$6,652
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$81,186,014
Value of total assets at end of year2011-12-31$569,901,571
Value of total assets at beginning of year2011-12-31$523,769,023
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$425,606
Total interest from all sources2011-12-31$1,175,200
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$6,043,741
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$6,043,741
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$43,181,046
Participant contributions at end of year2011-12-31$34,989,445
Participant contributions at beginning of year2011-12-31$29,013,460
Assets. Other investments not covered elsewhere at end of year2011-12-31$1,920,611
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$2,002,242
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$7,541,305
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$8,454
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$8,367
Other income not declared elsewhere2011-12-31$-233,332
Administrative expenses (other) incurred2011-12-31$425,606
Total non interest bearing cash at end of year2011-12-31$242,781
Total non interest bearing cash at beginning of year2011-12-31$309,601
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$46,119,129
Value of net assets at end of year (total assets less liabilities)2011-12-31$569,901,571
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$523,769,023
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$329,942,972
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$304,694,161
Value of interest in pooled separate accounts at end of year2011-12-31$202,364,039
Value of interest in pooled separate accounts at beginning of year2011-12-31$186,642,155
Interest on participant loans2011-12-31$1,175,200
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$433,269
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,099,037
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-18,208,050
Net investment gain/loss from pooled separate accounts2011-12-31$3,495,085
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$30,463,663
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$26,589,205
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2011-12-31133891517
2010 : BAPTIST HEALTH SOUTH FLORIDA, INC. 403(B) EMPLOYEE RETIREMENT PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$115,592,553
Total of all expenses incurred2010-12-31$29,685,365
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$28,443,025
Expenses. Certain deemed distributions of participant loans2010-12-31$1,011,325
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$72,446,169
Value of total assets at end of year2010-12-31$523,769,023
Value of total assets at beginning of year2010-12-31$437,861,835
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$231,015
Total interest from all sources2010-12-31$1,062,293
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$6,159,823
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$6,159,823
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$38,638,157
Participant contributions at end of year2010-12-31$29,013,460
Participant contributions at beginning of year2010-12-31$21,284,214
Assets. Other investments not covered elsewhere at end of year2010-12-31$2,002,242
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$1,816,961
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$4,217,383
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$8,367
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$58,319
Administrative expenses (other) incurred2010-12-31$231,015
Total non interest bearing cash at end of year2010-12-31$309,601
Total non interest bearing cash at beginning of year2010-12-31$289,253
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$85,907,188
Value of net assets at end of year (total assets less liabilities)2010-12-31$523,769,023
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$437,861,835
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$304,694,161
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$249,886,761
Value of interest in pooled separate accounts at end of year2010-12-31$186,642,155
Value of interest in pooled separate accounts at beginning of year2010-12-31$0
Interest on participant loans2010-12-31$1,061,834
Interest earned on other investments2010-12-31$459
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,099,037
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$164,584,646
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$29,740,906
Net investment gain/loss from pooled separate accounts2010-12-31$6,125,043
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$29,590,629
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$28,443,025
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2010-12-31133891517

Form 5500 Responses for BAPTIST HEALTH SOUTH FLORIDA, INC. 403(B) EMPLOYEE RETIREMENT PLAN

2022: BAPTIST HEALTH SOUTH FLORIDA, INC. 403(B) EMPLOYEE RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BAPTIST HEALTH SOUTH FLORIDA, INC. 403(B) EMPLOYEE RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BAPTIST HEALTH SOUTH FLORIDA, INC. 403(B) EMPLOYEE RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BAPTIST HEALTH SOUTH FLORIDA, INC. 403(B) EMPLOYEE RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BAPTIST HEALTH SOUTH FLORIDA, INC. 403(B) EMPLOYEE RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BAPTIST HEALTH SOUTH FLORIDA, INC. 403(B) EMPLOYEE RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BAPTIST HEALTH SOUTH FLORIDA, INC. 403(B) EMPLOYEE RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BAPTIST HEALTH SOUTH FLORIDA, INC. 403(B) EMPLOYEE RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BAPTIST HEALTH SOUTH FLORIDA, INC. 403(B) EMPLOYEE RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BAPTIST HEALTH SOUTH FLORIDA, INC. 403(B) EMPLOYEE RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BAPTIST HEALTH SOUTH FLORIDA, INC. 403(B) EMPLOYEE RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BAPTIST HEALTH SOUTH FLORIDA, INC. 403(B) EMPLOYEE RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BAPTIST HEALTH SOUTH FLORIDA, INC. 403(B) EMPLOYEE RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BAPTIST HEALTH SOUTH FLORIDA, INC. 403(B) EMPLOYEE RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTT069362
Policy instance 2
Insurance contract or identification numberTT069362
Number of Individuals Covered32127
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069362
Policy instance 1
Insurance contract or identification numberTT069362
Number of Individuals Covered32127
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTT069362
Policy instance 2
Insurance contract or identification numberTT069362
Number of Individuals Covered29704
Insurance policy start date2021-04-29
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069362
Policy instance 1
Insurance contract or identification numberTT069362
Number of Individuals Covered29704
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069362
Policy instance 1
Insurance contract or identification numberTT069362
Number of Individuals Covered26259
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069362
Policy instance 1
Insurance contract or identification numberTT069362
Number of Individuals Covered23548
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069362
Policy instance 1
Insurance contract or identification numberTT069362
Number of Individuals Covered20077
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069362
Policy instance 1
Insurance contract or identification numberTT069362
Number of Individuals Covered19735
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069362
Policy instance 1
Insurance contract or identification numberTT069362
Number of Individuals Covered18458
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069362
Policy instance 1
Insurance contract or identification numberTT069362
Number of Individuals Covered18076
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069362
Policy instance 1
Insurance contract or identification numberTT069362
Number of Individuals Covered17185
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069362
Policy instance 1
Insurance contract or identification numberTT069362
Number of Individuals Covered16976
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069362
Policy instance 1
Insurance contract or identification numberTT069362
Number of Individuals Covered16727
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069362
Policy instance 2
Insurance contract or identification numberTT069362
Number of Individuals Covered15128
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number09020
Policy instance 1
Insurance contract or identification number09020
Number of Individuals Covered0
Insurance policy start date2010-01-01
Insurance policy end date2010-01-15
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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