Baylor Scott & White Health Consolidated Frozen Benefit 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 Scott & White Health Consolidated Frozen Benefit Plan is a benefit plan reported by Baylor Scott & White Holdings under EIN 46-3130985 and plan number 001. The latest loaded filing year is 2023. The filing reports 580 participants and $53,716,930 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
- 001
- Plan type
- 2
- Location
- Dallas, TX
- Latest filing year
- 2023
- Participants
- 580
- End-of-year plan assets
- $53,716,930
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 580 | H, C | 20241014170354NAL0026785281001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $53,716,930
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $53,716,930
- Net assets (BOY)
- $67,919,706
Income & contributions
- Total contributions
- $0
- Total income / additions
- $5,622,436
Expenses & distributions
- Benefits paid
- $18,818,967
- Administrative expenses
- $1,006,245
- Total expenses
- $19,825,212
- Net increase / (decrease)
- -$14,202,776
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson Us LLC | INVESTMENT ADVISORY | $501,303 | not reported in the loaded dataset | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $233,271 | not reported in the loaded dataset | 2023 |
| Jp Morgan Core Bond Fund | INVESTMENT ADVISORY | $51,747 | not reported in the loaded dataset | 2023 |
| Haynes & Boones Llp | LEGAL | $35,578 | not reported in the loaded dataset | 2023 |
| Armanino Llp | CONTRACT ADMINISTRATOR | $24,675 | not reported in the loaded dataset | 2023 |
| Legal & General Invt Mgt America | INVESTMENT ADVISORY | $19,509 | not reported in the loaded dataset | 2023 |
| Rudd And Wisdom Inc | ACTUARY | $386 | 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
- Willis Towers Watson Us LLC — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Jp Morgan Core Bond Fund — Schedule C compensation
- Haynes & Boones Llp — Schedule C compensation
- Armanino Llp — Schedule C compensation
- Legal & General Invt Mgt America — Schedule C compensation
- Rudd And Wisdom Inc — Schedule C compensation