Plan Snapshot
- Plan Sponsor: Baylor Scott & White Holdings
- Sponsor EIN: 463130985
- Sponsor Address: 301 N. WASHINGTON AVENUE, DALLAS, TX, 75246
- Plan Type: DB
- Total Participants: 0
- Total Assets: $1.2M
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 | 0 | $1.2M | $1.9M | $0 |
| 2023 | 167 | $53.7M | $0 | $0 |
| 2022 | 173 | $67.9M | $0 | $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 |
|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | Investment Advisor | $553,637 | — | $553,637 |
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $127,352 | — | $127,352 |
| ARMANINO LLP | Recordkeeper | $28,560 | — | $28,560 |
| LEGAL & GENERAL INVT MGT AMERICA | Investment Advisor | $23,860 | — | $23,860 |
| HAYNES & BOONES LLP | ERISA Attorney | $21,474 | — | $21,474 |
| JP MORGAN CORE BOND FUND | Investment Advisor | $21,406 | — | $21,406 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON US LLC — Investment Advisor
- ARMANINO LLP — Recordkeeper
- JP MORGAN CORE BOND FUND — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $776,289
- Estimated Expense Ratio: 66.467% 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 | $1,174,734 | $598,903 | $127,353 | $28,560 | — |
| 2023 | $1,006,245 | $572,559 | $233,171 | $24,675 | — |
| 2022 | $467,409 | $236,488 | $230,921 | — | — |