# Baylor Scott & White Holdings Health & Welfare Plan
Source: https://planprovider.pro/companies/baylor-scott-white-holdings-463130985-508

> Baylor Scott & White Holdings's Health & Welfare plan: 49,195 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Baylor Scott & White Holdings

- **Sponsor EIN:** 463130985

- **Sponsor Address:** 301 NORTH WASHINGTON AVENUE, DALLAS, TX, 75246

- **Plan Type:** Health & Welfare

- **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](https://planprovider.pro/provider/ernst-and-young-llp) — Auditor

- [ALIGHT SOLUTIONS](https://planprovider.pro/provider/alight-solutions) — Insurance Carrier

- [WILLIS TOWERS WATSON US LLC](https://planprovider.pro/provider/lincoln-financial-group) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/baylor-scott-white-holdings-463130985-508)

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