2023 Form 5500 filing — Baylor Affiliated Services Retirement Savings Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240806123423NAL0004255952001) for Baylor Affiliated Services Retirement Savings Plan, reported by Baylor Scott & White Holdings under EIN 46-3130985 and plan number 003. It reports 2,813 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240806123423NAL0004255952001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Baylor Scott & White Holdings
- EIN
- 46-3130985
- Plan number
- 003
- Location
- Dallas, TX
- Participants
- 2,813
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $205,099,576
- Total liabilities (EOY)
- $87,931
- Net assets (EOY)
- $205,011,645
- Employer contributions
- $6,574,984
- Participant contributions
- $12,027,808
- Total income / additions
- $48,771,769
- Benefits paid
- $16,683,090
- Administrative expenses
- $210,345
- Total expenses
- $17,109,078
- Net increase / (decrease)
- $31,662,691
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group, LLC | NONE | $151,256 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | NONE | $52,549 | $0 |
| Charles Schwab & Co. Inc. | NONE | $1 | not reported in the loaded dataset |
| Td Ameritrade | NONE | $0 | not reported in the loaded dataset |