Baxter Auto Health And Welfare Plan — Form 5500 plan (Baxter Shared Services, LLC)

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, Baxter Auto Health And Welfare Plan is a benefit plan reported by Baxter Shared Services, LLC under EIN 47-0778355 and plan number 510. The latest loaded filing year is 2023. The filing reports 1,205 participants and $21,409 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)-$3.8KPlan net assets, end of year-$3,772
Participants1.2KCovered participants reported1,205
Assets / participant$18Computed: assets ÷ participants$18 (computed)
Provider compensation$71.8K2 Schedule C provider row(s)$71,816
Plan sponsor
Baxter Shared Services, LLC
EIN
47-0778355
Plan number
510
Plan type
2
Location
Omaha, NE
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,205H, C20251014150934NAL0001559731001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$21.4K total assets
Net assets-$3.8KLiabilities$25.2K
Money in vs. money out
Total income / additions$451.4K
Total expenses$455.2K
Benefits paid / distributions$407.5K
Contributions
EmployerNot reported
Participant$450.4K
Full reported line items

Net assets

Total assets (EOY)
$21,409
Total liabilities (EOY)
$25,181
Net assets (EOY)
-$3,772
Net assets (BOY)
$0

Income & contributions

Participant contributions
$450,377
Total contributions
$450,377
Total income / additions
$451,407

Expenses & distributions

Benefits paid
$407,545
Administrative expenses
$47,634
Total expenses
$455,179
Net increase / (decrease)
-$3,772
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Benefits paid ÷ total income90%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ameritas Life Insurance Corp.CONTRACT ADMINISTRATOR$44,885$02023
Gallagher Benefit ServicesBROKER$26,931$02023

Related Form 5500 pages