THE HEALTH CARE AUTHORITY FOR BAPTIST HEALTH MATCHING DOLLAR PLAN

Plan Contact

  • Address: PO BOX 11010,MONTGOMERY,AL
  • Contact person: ALLEN KENNEDY
  • Phone: (334) 286-2445

Plan General Information

THE HEALTH CARE AUTHORITY FOR BAPTIST HEALTH MATCHING DOLLAR PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of THE HEALTH CARE AUTHORITY FOR BAPTIST HEALTH MATCHING DOLLAR PLAN is $44,503,015.00.This plan was established in 1998.

THE HEALTH CARE AUTHORITY FOR BAPTIST HEALTH MATCHING DOLLAR PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in THE HEALTH CARE AUTHORITY FOR BAPTIST HEALTH MATCHING DOLLAR PLAN is 3286

THE HEALTH CARE AUTHORITY FOR BAPTIST HEALTH MATCHING DOLLAR PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for THE HEALTH CARE AUTHORITY FOR BAPTIST HEALTH MATCHING DOLLAR PLAN is $13,543.00

THE HEALTH CARE AUTHORITY FOR BAPTIST HEALTH MATCHING DOLLAR PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in THE HEALTH CARE AUTHORITY FOR BAPTIST HEALTH MATCHING DOLLAR PLAN is approximately $1,078.00
Investing in this additonal $1,078.00 for 20 years would give you extra $69,005.00, assuming a 10% annual return.

THE HEALTH CARE AUTHORITY FOR BAPTIST HEALTH MATCHING DOLLAR PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of THE HEALTH CARE AUTHORITY FOR BAPTIST HEALTH MATCHING DOLLAR PLAN is 18.43%.

THE HEALTH CARE AUTHORITY FOR BAPTIST HEALTH MATCHING DOLLAR PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for THE HEALTH CARE AUTHORITY FOR BAPTIST HEALTH MATCHING DOLLAR PLAN is 14.87%. This measures the effectiveness of the plan participants' investments in the year.

THE HEALTH CARE AUTHORITY FOR BAPTIST HEALTH MATCHING DOLLAR PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of THE HEALTH CARE AUTHORITY FOR BAPTIST HEALTH MATCHING DOLLAR PLAN is 0.11%.

Enrollment Features

THE HEALTH CARE AUTHORITY FOR BAPTIST HEALTH MATCHING DOLLAR PLAN has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
    Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.


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