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 |
|---|---|---|---|---|
| CROWE LLP | Auditor | $63,847 | — | $63,847 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $63,847
- Estimated Expense Ratio: 0.026% 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 | — | — | — | — | — |