BAPTIST HEALTH FEDERAL CREDIT UNION 412(I) DEFINED BENEFIT PLAN AND TRUST 401k Plan overview

BAPTIST HEALTH FEDERAL CREDIT UNION 412(I) DEFINED BENEFIT PLAN AND TRUST Benefits

401k Sponsoring company profile

Company Name:	BAPTIST HEALTH FEDERAL CREDIT UNION
Employer identification number (EIN):	710329113
NAIC Classification:	522130
NAIC Description:	Credit Unions

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2018-06-01	BOBBIE THRELKELD	2019-10-17
001	2017-06-01	BOBBIE THRELKELD	2018-12-10
001	2016-06-01	BOBBIE THRELKELD	2018-03-07
001	2015-06-01	BOBBIE THRELKELD	2017-01-13
001	2014-06-01	BOBBIE THRELKELD	2015-12-11
001	2013-06-01	BOBBIE THRELKELD	2014-12-30
001	2012-06-01	BOBBIE THRELKELD	2014-03-10
001	2011-06-01	BOBBIE THRELKELD	2013-02-26	BOBBIE THRELKELD	2013-02-26
001	2010-06-01	BOBBIE THRELKELD	2012-01-31

Plan Statistics for BAPTIST HEALTH FEDERAL CREDIT UNION 412(I) DEFINED BENEFIT PLAN AND TRUST

Measure	Date	Value
2019: BAPTIST HEALTH FEDERAL CREDIT UNION 412(I) DEFINED BENEFIT PLAN AND TRUST 2019 401k membership
Market value of plan assets	2019-05-31	1,029,387
Acturial value of plan assets	2019-05-31	1,029,387
Funding target for retired participants and beneficiaries receiving payment	2019-05-31	0
Number of terminated vested participants	2019-05-31	0
Fundng target for terminated vested participants	2019-05-31	0
Active participant vested funding target	2019-05-31	852,197
Number of active participants	2019-05-31	7
Total funding liabilities for active participants	2019-05-31	854,503
Total participant count	2019-05-31	7
Total funding target for all participants	2019-05-31	854,503
Balance at beginning of prior year after applicable adjustments	2019-05-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-05-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-05-31	0
Prefunding balanced used to offset prior years funding requirement	2019-05-31	0
Amount remaining of carryover balance	2019-05-31	0
Amount remaining of prefunding balance	2019-05-31	0
Present value of excess contributions	2019-05-31	116,950
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-05-31	123,476
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-05-31	0
Reductions in caryover balances due to elections or deemed elections	2019-05-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-05-31	0
Balance of carryovers at beginning of current year	2019-05-31	0
Balance of prefunding at beginning of current year	2019-05-31	0
Total employer contributions	2019-05-31	0
Total employee contributions	2019-05-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-05-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-05-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-05-31	0
Unpaid minimum required contributions for all prior years	2019-05-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-05-31	0
Remaining amount of unpaid minimum required contributions	2019-05-31	0
Minimum required contributions for current year target normal cost	2019-05-31	110,491
Net shortfall amortization installment of oustanding balance	2019-05-31	0
Waiver amortization installment	2019-05-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-05-31	0
Carryover balance elected to use to offset funding requirement	2019-05-31	0
Prefunding balance elected to use to offset funding requirement	2019-05-31	0
Additional cash requirement	2019-05-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-05-31	0
Unpaid minimum required contributions for current year	2019-05-31	0
Unpaid minimum required contributions for all years	2019-05-31	0
2018: BAPTIST HEALTH FEDERAL CREDIT UNION 412(I) DEFINED BENEFIT PLAN AND TRUST 2018 401k membership
Market value of plan assets	2018-05-31	863,485
Acturial value of plan assets	2018-05-31	863,485
Funding target for retired participants and beneficiaries receiving payment	2018-05-31	0
Number of terminated vested participants	2018-05-31	0
Fundng target for terminated vested participants	2018-05-31	0
Active participant vested funding target	2018-05-31	711,664
Number of active participants	2018-05-31	8
Total funding liabilities for active participants	2018-05-31	712,794
Total participant count	2018-05-31	8
Total funding target for all participants	2018-05-31	712,794
Balance at beginning of prior year after applicable adjustments	2018-05-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-05-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-05-31	0
Prefunding balanced used to offset prior years funding requirement	2018-05-31	0
Amount remaining of carryover balance	2018-05-31	0
Amount remaining of prefunding balance	2018-05-31	0
Present value of excess contributions	2018-05-31	133,941
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-05-31	141,589
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-05-31	0
Reductions in caryover balances due to elections or deemed elections	2018-05-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-05-31	0
Balance of carryovers at beginning of current year	2018-05-31	0
Balance of prefunding at beginning of current year	2018-05-31	0
Total employer contributions	2018-05-31	121,761
Total employee contributions	2018-05-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-05-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-05-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-05-31	116,950
Unpaid minimum required contributions for all prior years	2018-05-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-05-31	0
Remaining amount of unpaid minimum required contributions	2018-05-31	0
Minimum required contributions for current year target normal cost	2018-05-31	60,524
Net shortfall amortization installment of oustanding balance	2018-05-31	0
Waiver amortization installment	2018-05-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-05-31	0
Carryover balance elected to use to offset funding requirement	2018-05-31	0
Prefunding balance elected to use to offset funding requirement	2018-05-31	0
Additional cash requirement	2018-05-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-05-31	116,950
Unpaid minimum required contributions for current year	2018-05-31	0
Unpaid minimum required contributions for all years	2018-05-31	0
2017: BAPTIST HEALTH FEDERAL CREDIT UNION 412(I) DEFINED BENEFIT PLAN AND TRUST 2017 401k membership
Market value of plan assets	2017-05-31	686,313
Acturial value of plan assets	2017-05-31	686,313
Funding target for retired participants and beneficiaries receiving payment	2017-05-31	0
Number of terminated vested participants	2017-05-31	0
Fundng target for terminated vested participants	2017-05-31	0
Active participant vested funding target	2017-05-31	653,891
Number of active participants	2017-05-31	7
Total funding liabilities for active participants	2017-05-31	653,891
Total participant count	2017-05-31	7
Total funding target for all participants	2017-05-31	653,891
Balance at beginning of prior year after applicable adjustments	2017-05-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-05-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-05-31	0
Prefunding balanced used to offset prior years funding requirement	2017-05-31	0
Amount remaining of carryover balance	2017-05-31	0
Amount remaining of prefunding balance	2017-05-31	0
Present value of excess contributions	2017-05-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-05-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-05-31	0
Reductions in caryover balances due to elections or deemed elections	2017-05-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-05-31	0
Balance of carryovers at beginning of current year	2017-05-31	0
Balance of prefunding at beginning of current year	2017-05-31	0
Total employer contributions	2017-05-31	138,047
Total employee contributions	2017-05-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-05-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-05-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-05-31	133,941
Unpaid minimum required contributions for all prior years	2017-05-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-05-31	0
Remaining amount of unpaid minimum required contributions	2017-05-31	0
Minimum required contributions for current year target normal cost	2017-05-31	0
Net shortfall amortization installment of oustanding balance	2017-05-31	0
Waiver amortization installment	2017-05-31	0
Waived amount of outstanding balance	2017-05-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-05-31	0
Carryover balance elected to use to offset funding requirement	2017-05-31	0
Prefunding balance elected to use to offset funding requirement	2017-05-31	0
Additional cash requirement	2017-05-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-05-31	133,941
Unpaid minimum required contributions for current year	2017-05-31	0
Unpaid minimum required contributions for all years	2017-05-31	0

Potentially related plans

• BAPTIST HEALTH 403(B) PLAN [EIN = 710236856]
• BAPTIST HEALTH 401(K) PLAN [EIN = 610444707]
• BAPTIST HEALTH SOUTH FLORIDA WELFARE BENEFIT PLAN [EIN = 650267668]
• BAPTIST HEALTH CARE RETIREMENT SAVINGS 403(B) PLAN [EIN = 590657322]
• BAPTIST HEALTH SYSTEM RETIREMENT PLAN [EIN = 311566685]
• BAPTIST HEALTH RETIREMENT SAVINGS PLAN MASTER TRUST [EIN = 710236856]
• BAPTIST HEALTH SOUTH FLORIDA INC SEVERENCE BENEFIT PLAN [EIN = 650267668]
• BAPTIST HEALTH SYSTEM RETIREMENT PLAN [EIN = 592487136]
• BAPTIST HEALTH CARE CORPORATION 401(K) PLAN [EIN = 592874324]
• BAPTIST HEALTH CENTERS, INC. SELF-INSURED HEALTH PLANS [EIN = 630925859]
• BAPTIST HEALTHCARE SYSTEM, INC. THRIFT PLAN [EIN = 610444707]
• BAPTIST HEALTH EMPLOYEE WELFARE BENEFITS PLAN [EIN = 710236856]
• BAPTIST HEALTH CARE CORPORATION PENSION PLAN [EIN = 592425151]
• BAPTIST HEALTH SOUTH FLORIDA, INC. WELLNESS PLAN [EIN = 650267668]
• BAPTIST HEALTH CENTERS, INC. INSURED BENEFIT PLANS [EIN = 630925859]
• BAPTIST HEALTH SOUTH FLORIDA, INC. 403(B) EMPLOYEE RETIREMENT PLAN [EIN = 650267668]
• BAPTIST HEALTH SYSTEM, INC. WELFARE BENEFITS PLAN [EIN = 590747311]
• BAPTIST HEALTH SYSTEM MATCHED INC. SAVINGS PLAN [EIN = 593315963]
• BAPTIST HEALTH CENTERS, INC. 401(K) PLAN [EIN = 630925859]
• BAPTIST HEALTH ENTERPRISES, INC. 401(K) EMPLOYEE RETIREMENT PLAN [EIN = 650267668]
• BAPTIST HEALTH SOUTH FLORIDA C 401 K PROFIT SHARING PLAN TRUST [EIN = 591030480]
• BAPTIST HEALTH FOUNDATION OF SAN ANTONIO 401(K) PLAN [EIN = 352242678]
• BAPTIST HEALTH LIFE INSURANCE PLAN [EIN = 592487136]
• BAPTIST HEALTH SYSTEM, INC. SECTION 125 CAFETERIA PLAN [EIN = 592487136]
• BAPTIST HEALTH SOUTH FLORIDA INC WELLNESS ADVANTAGE STOP SMOKING REIMBURSEMENT PROGRAM [EIN = 650267668]
• BAPTIST HEALTH SYSTEM LONG TERM CARE [EIN = 592487136]
• BAPTIST HEALTH, NURSING, AND REHABILITATION CENTER HEALTH FLEXIBLE BENEFITS PLAN [EIN = 132929427]
• BAPTIST HEALTH FOUNDATION OF SAN ANTONIO 403(B)EMPLOYEE RETIREMENT PLAN [EIN = 352242678]
• BAPTIST HEALTH LONG TERM DISABILITY PLAN [EIN = 592487136]
• BAPTIST HEALTH 401(A) PLAN [EIN = 710236856]
• BAPTIST HEALTH CARE WELFARE BENEFITS PLAN [EIN = 590657322]
• BAPTIST HEALTH SOUTH FLORIDA BUSINESS TRAVEL ACCIDENT PLAN [EIN = 650267668]
• BAPTIST HEALTH SOUTH FLORIDA LEGAL PLAN [EIN = 650267668]
• BAPTIST HEALTH MADISONVILLE INC. RETIREMENT AND SALARY DEFERRAL PLAN [EIN = 610654587]
• BAPTIST HEALTH MDV VISION FORMER TROVER VISION PLAN [EIN = 610444707]
• BAPTIST HEALTH RICHMOND LIFE INSURANCE PLAN [EIN = 610444707]
• BAPTIST HEALTH SHORT TERM DISABILITY PLAN [EIN = 592487136]
• BAPTIST HEALTH SYSTEM PREPAID LEGAL [EIN = 592487136]
• BAPTIST HEALTH SYSTEM HEALTHCARE PLAN [EIN = 592487136]
• BAPTIST HEALTH EMPLOYEE ASSISTANCE PLAN [EIN = 592487136]
• BAPTIST HEALTH SYSTEM BUSINESS TRAVEL [EIN = 592487136]
• BAPTIST HEALTH AD&D PLAN [EIN = 592487136]
• BAPTIST HEALTH SYSTEM VISION CARE [EIN = 592487136]
• BAPTIST HEALTH SYSTEM GROUP CANCER, GROUP CRITICAL ILLNESS AND GROUP ACCIDENT [EIN = 592487136]
• BAPTIST HEALTH SYSTEM DENTAL PLAN [EIN = 592487136]
• BAPTIST HEALTH VENTURES RETIREMENT SAVINGS PLAN [EIN = 592415940]
• BAPTIST HEALTH CARE CORPORATION 401(K) PLAN [EIN = 592874324]
• BAPTIST HEALTH VENTURES RETIREMENT SAVINGS PLAN [EIN = 592415910]
• BAPTIST HEALTH SYSTEM INC. MATCHED SAVINGS PLAN [EIN = 592487136]
• BAPTIST HEALTH FLOYD MEDICAL PLAN [EIN = 610444707]
• BAPTIST HEALTH SURGERY CENTER 401(K) & PROFIT SHARING PLAN [EIN = 843280181]
• BAPTIST HEALTH SYSTEM RETIREMENT PLAN [EIN = 311566685]
• BAPTIST HEALTH CARE CORPORATION AND AFFILIATES RETIREMENT SAVINGS 403(B) PLAN [EIN = 592425151]
• BAPTIST HEALTH CARE CORPORATION RETIREMENT SAVINGS 401(K) PLAN [EIN = 592415910]
• BAPTIST HEALTH DEACONESS HEALTH AND WELFARE PLAN [EIN = 872361058]
• BAPTIST HEALTH CARE CORPORATION PENSION PLAN [EIN = 590657322]
• BAPTIST HEALTH DEACONESS 401(K) PLAN [EIN = 872361058]

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