2023 Form 5500 filing — Baxter Auto Health Plan 511
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 20251014151022NAL0004348192001) for Baxter Auto Health Plan 511, reported by Baxter Shared Services, LLC under EIN 47-0778355 and plan number 511. It reports 673 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251014151022NAL0004348192001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Baxter Shared Services, LLC
- EIN
- 47-0778355
- Plan number
- 511
- Location
- Omaha, NE
- Participants
- 673
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $402,805
- Total liabilities (EOY)
- $387,716
- Net assets (EOY)
- $15,089
- Employer contributions
- $4,563,016
- Participant contributions
- $1,559,727
- Total income / additions
- $6,126,848
- Benefits paid
- $5,835,516
- Administrative expenses
- $276,243
- Total expenses
- $6,111,759
- Net increase / (decrease)
- $15,089
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Umr, Inc. | CONTRACT ADMINISTRATOR | $571,405 | $14,412 |
| Smith Health, Inc. | PHARMACY BENEFIT MANAGER | $175,959 | $0 |
| Pareto Health Technologies, LLC | INTEGRATED COST MGMT SVC | $18,529 | $66,214 |
| Gallagher Benefit Services | BROKER | $33,644 | $0 |