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Original filing (PDF)20251015183131NAL0011039794001
BAYLOR SCOTT & WHITE HOLDINGS
Form 5500
FILING_RECEIVED
BAYLOR SCOTT & WHITE HEALTH CONSOLIDATED FROZEN BENEFIT PLAN
Defined-benefit pension plan
Signals · 3
100% in single holding~6657 bps in Sched C fees7 service providers
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
75
Participation health
90
Knocking points off
- Top holding "ALLSPRING GOVERNMENT MONEY MARKET FUND I" is 100% of plan.
- 6657 bps in Schedule C fees — 12703% above peer band of 52 bps.
- Plan is frozen (1I) — no new benefit accrual.
- No active participants reported but plan still holds assets.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BAYLOR SCOTT & WHITE HOLDINGS.
Plan sponsor
Name
BAYLOR SCOTT & WHITE HOLDINGS
EIN
46-3130985
Address
301 N. WASHINGTON AVENUE · DALLAS, TX · 75246
Phone
(844) 417-5223
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1C · Cash balance or similar hybrid DB
1I · Frozen plan — no new benefit accrual
3C · Not intended to be qualified
Audit & trust (Schedule H)
Auditor
ARMANINO, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsAdvisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | INVESTMENT ADVISORY | $554K | — |
| LEGAL & GENERAL INVT MGT AMERICA | 20-8058531 | — | INVESTMENT ADVISORY | $24K | — |
| JP MORGAN CORE BOND FUND | 13-4994650 | — | INVESTMENT ADVISORY | $21K | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $127K | — |
| ARMANINO LLP | 94-6214841 | — | CONTRACT ADMINISTRATOR | $29K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RUDD AND WISDOM INC | 74-1896655 | — | ACTUARY | $1K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HAYNES & BOONES LLP | 75-1312888 | — | LEGAL | $21K | — |
Investments
1 direct security · 1 pooled fund· $1.2M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$1.2M
1 holding
Common Collective Trust
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| ALLSPRING GOVERNMENT MONEY MARKET FUND I | — | 0 | — | $1.2M | 100.0% | |
| JPMORGAN CORE BOND JPMORGAN CHASE BANK · EIN 20-3847783 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |