# Baxter Healthcare Of Puerto Rico LLC Health &amp; Welfare Plan
Source: https://planprovider.pro/companies/baxter-healthcare-of-puerto-rico-llc-661048257-509

> Baxter Healthcare Of Puerto Rico LLC&#39;s Health &amp; Welfare plan: 2,021 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Baxter Healthcare Of Puerto Rico LLC

- **Sponsor EIN:** 661048257

- **Sponsor Address:** 1 BAXTER PARKWAY, DEERFIELD, IL, 60015

- **Plan Type:** Health & Welfare

- **Plan Number:** 509

- **Total Participants:** 2,021

- **Total Assets:** $1.0M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|2,021|$1.0M|$0|$0|

| 2024|1,954|$1.8M|$10.4M|$1.8M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| MCS LIFE INSURANCE COMPANY|Other Service Provider|$534,833|—|$534,833|

| ALIGHT|Other Service Provider|$178,675|—|$178,675|

| CVS CAREMARK|Other Service Provider|$98,102|—|$98,102|

| D'LEADING BUSINESS SOLUTIONS|Recordkeeper|$56,656|—|$56,656|

| WILLIS TOWERS WATSON US LLC|Investment Advisor|$40,300|—|$40,300|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $908,566

- **Estimated Expense Ratio:** 88.932% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2025|$8,291,458|—|$916,410|—|—|

| 2024|$922,785|—|$922,785|—|—|

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