Plan Snapshot
- Plan Sponsor: Baylor Scott & White Holdings
- Sponsor EIN: 463130985
- Sponsor Address: 301 NORTH WASHINGTON AVENUE, DALLAS, TX, 75246
- Plan Type: 401(k)
- Plan Number: 508
- Total Participants: 49,195
- Total Assets: $71.6M
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 | 49,195 | $71.6M | $437.5M | $257.5M |
| 2023 | 47,516 | $34.8M | $447.3M | $227.2M |
| 2022 | 44,444 | $41.8M | $361.4M | $203.3M |
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 |
|---|---|---|---|---|
| SEDGWICK | Other Service Provider | $1,608,353 | — | $1,608,353 |
| OPTUM | Other Service Provider | $446,396 | — | $446,396 |
| ERNST & YOUNG | Auditor | $372,371 | — | $372,371 |
| HEADSPACE, INC. | Other Service Provider | $237,389 | — | $237,389 |
| BLANKS PRINTING & IMAGING | Other Service Provider | $207,270 | — | $207,270 |
| WEBMD | Other Service Provider | $165,573 | — | $165,573 |
| THE JELLYVISION LAB, INC. | Other Service Provider | $120,598 | — | $120,598 |
| ALIGHT SOLUTIONS | Insurance Carrier | $78,971 | — | $78,971 |
| FORVIS MAZARS, LLP | Other Service Provider | $49,875 | — | $49,875 |
| WILLIS TOWERS WATSON US LLC | Actuary | $38,000 | — | $38,000 |
| ENTERHEALTH | Other Service Provider | $16,620 | — | $16,620 |
| NETWORK MEDICAL REVIEW | Other Service Provider | $15,929 | — | $15,929 |
| UNUM | Other Service Provider | $11,879 | — | $11,879 |
| HAYNES & BOONE LLP | ERISA Attorney | $10,964 | — | $10,964 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ERNST & YOUNG — Auditor
- ALIGHT SOLUTIONS — Insurance Carrier
- WILLIS TOWERS WATSON US LLC — Actuary
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,380,188
- Estimated Expense Ratio: 4.723% 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 | $23,988,000 | — | — | $50,000 | — |
| 2023 | $28,789,000 | — | — | $64,000 | — |
| 2022 | $25,955,000 | — | — | — | $25,955,000 |