Plan5500

2023 Form 5500 filing — Baylor Scott & White Health Consolidated Frozen Benefit 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 20241014170354NAL0026785281001) for Baylor Scott & White Health Consolidated Frozen Benefit Plan, reported by Baylor Scott & White Holdings under EIN 46-3130985 and plan number 001. It reports 580 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241014170354NAL0026785281001
Filing year
2023
Form type
2
Plan sponsor
Baylor Scott & White Holdings
EIN
46-3130985
Plan number
001
Location
Dallas, TX
Participants
580
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$53,716,930
Total liabilities (EOY)
$0
Net assets (EOY)
$53,716,930
Total income / additions
$5,622,436
Benefits paid
$18,818,967
Administrative expenses
$1,006,245
Total expenses
$19,825,212
Net increase / (decrease)
-$14,202,776
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Willis Towers Watson Us LLCINVESTMENT ADVISORY$501,303not reported in the loaded dataset
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$233,271not reported in the loaded dataset
Jp Morgan Core Bond FundINVESTMENT ADVISORY$51,747not reported in the loaded dataset
Haynes & Boones LlpLEGAL$35,578not reported in the loaded dataset
Armanino LlpCONTRACT ADMINISTRATOR$24,675not reported in the loaded dataset
Legal & General Invt Mgt AmericaINVESTMENT ADVISORY$19,509not reported in the loaded dataset
Rudd And Wisdom IncACTUARY$386not reported in the loaded dataset

Related Form 5500 pages