Baxter Auto Health Plan 511 — 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 Plan 511 is a benefit plan reported by Baxter Shared Services, LLC under EIN 47-0778355 and plan number 511. The latest loaded filing year is 2023. The filing reports 673 participants and $402,805 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Baxter Shared Services, LLC
- EIN
- 47-0778355
- Plan number
- 511
- Plan type
- 2
- Location
- Omaha, NE
- Latest filing year
- 2023
- Participants
- 673
- End-of-year plan assets
- $402,805
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 673 | H, C | 20251014151022NAL0004348192001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $402,805
- Total liabilities (EOY)
- $387,716
- Net assets (EOY)
- $15,089
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $4,563,016
- Participant contributions
- $1,559,727
- Total contributions
- $6,122,743
- Total income / additions
- $6,126,848
Expenses & distributions
- Benefits paid
- $5,835,516
- Administrative expenses
- $276,243
- Total expenses
- $6,111,759
- Net increase / (decrease)
- $15,089
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Umr, Inc. | CONTRACT ADMINISTRATOR | $571,405 | $14,412 | 2023 |
| Smith Health, Inc. | PHARMACY BENEFIT MANAGER | $175,959 | $0 | 2023 |
| Pareto Health Technologies, LLC | INTEGRATED COST MGMT SVC | $18,529 | $66,214 | 2023 |
| Gallagher Benefit Services | BROKER | $33,644 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Baxter Shared Services, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NE
- 401(k) and benefit plan filings in Omaha, NE
- Umr, Inc. — Schedule C compensation
- Smith Health, Inc. — Schedule C compensation
- Pareto Health Technologies, LLC — Schedule C compensation
- Gallagher Benefit Services — Schedule C compensation