2023 Form 5500 filing — Baylor Scott & White Health 403(B) Savings 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 20240806090752NAL0003709120001) for Baylor Scott & White Health 403(B) Savings Plan, reported by Baylor Scott & White Holdings under EIN 46-3130985 and plan number 005. It reports 6,964 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240806090752NAL0003709120001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Baylor Scott & White Holdings
- EIN
- 46-3130985
- Plan number
- 005
- Location
- Dallas, TX
- Participants
- 6,964
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $579,513,678
- Total liabilities (EOY)
- $481,267
- Net assets (EOY)
- $579,032,411
- Participant contributions
- $34,032,111
- Total income / additions
- $120,909,301
- Benefits paid
- $28,768,599
- Administrative expenses
- $198,427
- Total expenses
- $29,018,331
- Net increase / (decrease)
- $91,890,970
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group, LLC | NONE | $176,796 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | NONE | $51,489 | $0 |
| Qdro Consultants Company, LLC | NONE | $1,050 | not reported in the loaded dataset |
| Td Ameritrade | NONE | $895 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $360 | not reported in the loaded dataset |