Baylor Scott & White Health Retirement Savings Plan — Form 5500 plan (Baylor Scott & White Holdings)
Plain-English plan 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, Baylor Scott & White Health Retirement Savings Plan is a benefit plan reported by Baylor Scott & White Holdings under EIN 46-3130985 and plan number 002. The latest loaded filing year is 2023. The filing reports 54,558 participants and $4,099,272,456 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Baylor Scott & White Holdings
- EIN
- 46-3130985
- Plan number
- 002
- Plan type
- 2
- Location
- Dallas, TX
- Latest filing year
- 2023
- Participants
- 54,558
- End-of-year plan assets
- $4,099,272,456
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 54,558 | H, C | 20240806091132NAL0002276817001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,099,272,456
- Total liabilities (EOY)
- $1,250,982
- Net assets (EOY)
- $4,098,021,474
- Net assets (BOY)
- $3,421,553,010
Income & contributions
- Employer contributions
- $142,489,964
- Participant contributions
- $204,096,836
- Total contributions
- $376,937,277
- Total income / additions
- $935,165,421
Expenses & distributions
- Benefits paid
- $252,999,930
- Administrative expenses
- $3,015,798
- Total expenses
- $258,659,213
- Net increase / (decrease)
- $676,506,208
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group, LLC | NONE | $2,228,539 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | NONE | $1,012,336 | $0 | 2023 |
| Forvis Llp | NONE | $38,325 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company, LLC | NONE | $8,400 | not reported in the loaded dataset | 2023 |
| Haynes And Boone Llp | NONE | $2,752 | not reported in the loaded dataset | 2023 |
| Td Ameritrade | NONE | $1,180 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. (Brokera | NONE | $731 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Baylor Scott & White Holdings
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Dallas, TX
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Forvis Llp — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation
- Haynes And Boone Llp — Schedule C compensation
- Td Ameritrade — Schedule C compensation
- Charles Schwab & Co., Inc. (Brokera — Schedule C compensation