Plan Snapshot
- Plan Sponsor: Baxter Healthcare Of Puerto Rico LLC
- Sponsor EIN: 661048257
- Sponsor Address: ONE BAXTER PARKWAY, DEERFIELD, IL, 600154625
- Plan Type: DB
- Total Participants: 630
- Total Assets: $243.9M
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. |
|---|---|---|---|---|
| 2024 | 630 | $243.9M | $27.9M | $0 |
| 2023 | 656 | $242.0M | $11.1M | $0 |
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 |
|---|---|---|---|---|
| ALIGHT SOLUTIONS | NONE | $268,375 | — | $268,375 |
| WILLIS TOWERS WATSON | NONE | $192,335 | — | $192,335 |
| BANCO POPULAR | NONE | $185,975 | — | $185,975 |
| CROWE LLP | NONE | $63,847 | — | $63,847 |
| GAMCO INVESTORS, INC. | NONE | $47,152 | — | $47,152 |
| NORTHERN TRUST COMPANY | NONE | $25,979 | — | $25,979 |
| BAXTER INTERNATIONAL INC. | NONE | $12,397 | — | $12,397 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALIGHT SOLUTIONS — NONE
- WILLIS TOWERS WATSON — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $796,060
- Estimated Expense Ratio: 0.326% 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 |
|---|---|---|---|---|---|
| 2024 | $6,005,971 | $233,127 | — | $63,847 | — |
| 2023 | — | — | — | — | — |