Baylor Scott & White Health 403(B) Savings 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 403(B) Savings Plan is a benefit plan reported by Baylor Scott & White Holdings under EIN 46-3130985 and plan number 005. The latest loaded filing year is 2023. The filing reports 6,964 participants and $579,513,678 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
- 005
- Plan type
- 2
- Location
- Dallas, TX
- Latest filing year
- 2023
- Participants
- 6,964
- End-of-year plan assets
- $579,513,678
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,964 | H, C | 20240806090752NAL0003709120001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $579,513,678
- Total liabilities (EOY)
- $481,267
- Net assets (EOY)
- $579,032,411
- Net assets (BOY)
- $487,141,441
Income & contributions
- Participant contributions
- $34,032,111
- Total contributions
- $34,032,111
- Total income / additions
- $120,909,301
Expenses & distributions
- Benefits paid
- $28,768,599
- Administrative expenses
- $198,427
- Total expenses
- $29,018,331
- Net increase / (decrease)
- $91,890,970
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group, LLC | NONE | $176,796 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | NONE | $51,489 | $0 | 2023 |
| Qdro Consultants Company, LLC | NONE | $1,050 | not reported in the loaded dataset | 2023 |
| Td Ameritrade | NONE | $895 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $360 | 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
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation
- Td Ameritrade — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation