Baylor Affiliated Services 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 Affiliated Services Retirement Savings Plan is a benefit plan reported by Baylor Scott & White Holdings under EIN 46-3130985 and plan number 003. The latest loaded filing year is 2023. The filing reports 2,813 participants and $205,099,576 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
- 003
- Plan type
- 2
- Location
- Dallas, TX
- Latest filing year
- 2023
- Participants
- 2,813
- End-of-year plan assets
- $205,099,576
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,813 | H, C | 20240806123423NAL0004255952001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $205,099,576
- Total liabilities (EOY)
- $87,931
- Net assets (EOY)
- $205,011,645
- Net assets (BOY)
- $173,311,210
Income & contributions
- Employer contributions
- $6,574,984
- Participant contributions
- $12,027,808
- Total contributions
- $19,910,765
- Total income / additions
- $48,771,769
Expenses & distributions
- Benefits paid
- $16,683,090
- Administrative expenses
- $210,345
- Total expenses
- $17,109,078
- Net increase / (decrease)
- $31,662,691
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group, LLC | NONE | $151,256 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | NONE | $52,549 | $0 | 2023 |
| Charles Schwab & Co. Inc. | NONE | $1 | not reported in the loaded dataset | 2023 |
| Td Ameritrade | NONE | $0 | 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
- Charles Schwab & Co. Inc. — Schedule C compensation
- Td Ameritrade — Schedule C compensation