Baxter Auto Health And Welfare Plan — 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 And Welfare Plan is a benefit plan reported by Baxter Shared Services, LLC under EIN 47-0778355 and plan number 510. The latest loaded filing year is 2023. The filing reports 1,205 participants and $21,409 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
510
Plan type
2
Location
Omaha, NE
Latest filing year
2023
Participants
1,205
End-of-year plan assets
$21,409

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,205H, C20251014150934NAL0001559731001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,409
Total liabilities (EOY)
$25,181
Net assets (EOY)
-$3,772
Net assets (BOY)
$0

Income & contributions

Participant contributions
$450,377
Total contributions
$450,377
Total income / additions
$451,407

Expenses & distributions

Benefits paid
$407,545
Administrative expenses
$47,634
Total expenses
$455,179
Net increase / (decrease)
-$3,772

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ameritas Life Insurance Corp.CONTRACT ADMINISTRATOR$44,885$02023
Gallagher Benefit ServicesBROKER$26,931$02023

Related Form 5500 pages