The Health Care Authority For Baptist Health Matching Dollar Plan
Sponsored by The Health Care Authority For Baptist Health, An Aff Of Uab Hlth Systm · EIN 203204949 · Plan #004
- Total assets
- $49.0M
- Net assets
- $49.0M
- Active participants
- 2,435
- With balances
- 3,459
Plan year beginning 01/01/2024 · Profit-sharing, Total participant-directed account, 401(m) arrangement
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
| The Variable Annuity Life Insurance Company CRD 104561 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $48,943 |
| Variable Annuity Life Insurance Co | Custodial (securities), Investment advisory (participants), Investment management | $622 |
| Charles Schwab & Co., Inc. | Securities brokerage, Securities brokerage commissions | $55 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |