Find an old Baptist Health Care 401(k)

Who to contact about an account in each of the 2 Baptist Health Care plans, from the filings. Free, no sign-up, no Social Security number.

Baptist Health Care, Inc. Retirement Savings 403(b) Plan

Baptist Health Care, Inc · Plan 001 · EIN 59-0657322 · Pensacola, FL

Active · plan year 2024 filing403(b)
Plan administratorBaptist Health Care, Inc
125 Baptist Way, Ste 6a, Attn Christine Boswell, Vp, HR, Pensacola, FL 32503
Form 5500 ↗
Recordkeeper (who holds the accounts)Voya Institutional Plan ServicesSchedule C ↗
Former employees with balances1,377 separated participants still had money in the planForm 5500 ↗

Baptist Health Care, Inc. Pension Plan

Baptist Health Care, Inc. · Plan 002 · EIN 59-0657322 · Pensacola, FL

Frozen · plan year 2024 filingPension (defined benefit)
Plan administratorBaptist Health Care, Inc.
Attn Christine Johnson, 125 Baptist Way Ste 6a, Pensacola, FL 32503
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances937 separated participants still had money in the planForm 5500 ↗

Baptist Health Care 401(k) match, vesting and fees →

Found it? Your options

Leave itOften allowed if your balance is over $7,000. You keep the plan's investments and fees.
Move it to your new job's planIf the new plan accepts roll-ins. Ask the new plan's recordkeeper.
Roll it into an IRAMore investment choices, and you control it. A direct rollover avoids withholding and penalties.
Cash outUsually taxed, plus a 10% penalty if you are under 59½.

General information, not financial or tax advice. Rules depend on your plan and situation.

How to track down the account

  1. Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
  2. If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
  3. Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.

Common questions

How do I find my old Baptist Health Care 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Baptist Health Care, Inc, (850) 469-2194. The accounts are held by the recordkeeper, Voya Institutional Plan Services. Have your Social Security number and dates of employment ready.

What is the Baptist Health Care 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (850) 469-2194.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Baptist Health Care and does not hold accounts. Not financial advice. Report a correction