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Original filing (PDF)20250729142747NAL0001699491001
BAYLOR SCOTT & WHITE HOLDINGS
Form 5500
FILING_RECEIVED
BAYLOR SCOTT & WHITE HEALTH RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed6 service providers
Active participants
46,788
Accounts w/ balance
49,443
Plan assets (EOY)
$4.7B
Net assets (EOY)
$4.7B
How this plan invests
This plan
14 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 8 bps in Schedule C fees — 66% above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
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
(972) 785-5905
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-29
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | — | NONE | $2.5M | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | 84-0467907 | — | NONE | $1.2M | — |
| FORVIS MAZARS LLP | — | SPRINGFIELD, MO | NONE | $85K | — |
| HAYNES AND BOONE LLP | — | DALLAS, TX | NONE | $13K | — |
| WILLIS TOWERS WATSON US LLC | — | PITTSBURGH, PA | NONE | $13K | — |
| QDRO CONSULTANTS COMPANY, LLC | — | MEDINA, OH | NONE | $8K | — |
Investments
11 direct securities · 14 pooled funds· $4.7B(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.
Common Collective Trust
$3.7B
14 holdings
Uncategorized
$953.6M
11 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD INSTITUTIONAL 500 INDEX TR VANGUARD · EIN 81-6327546 / PN 001 | Common Collective Trust | — | $5.0B | $711.5M | 15.3% | |
| JPMCB SMARTRETIREMENT DRE 2035 CF-C JP MORGAN CHASE BANK, NA · EIN 20-5819181 / PN 001 | Common Collective Trust | — | $8.0B | $386.1M | 8.3% | |
| JPMCB SMARTRETIREMENT DRE 2040 CF-C JP MORGAN CHASE BANK, NA · EIN 20-3063440 / PN 001 | Common Collective Trust | — | $8.4B | $353.7M | 7.6% | |
| JPMCB SMARTRETIREMENT DRE 2045 CF-C JP MORGAN CHASE BANK, NA · EIN 20-5819388 / PN 001 | Common Collective Trust | — | $6.2B | $328.5M | 7.1% | |
| JPMCB SMARTRETIREMENT DRE 2050 CF-C JP MORGAN CHASE BANK, NA · EIN 20-5819476 / PN 001 | Common Collective Trust | — | $5.7B | $285.7M | 6.1% | |
| JPMCB SMARTRETIREMENT DRE 2030 CF-C JP MORGAN CHASE BANK, NA · EIN 20-3063387 / PN 001 | Common Collective Trust | — | $7.8B | $282.2M | 6.1% | |
| VANGUARD TOTAL BOND MARKET INDEX TR VANGUARD · EIN 81-6321044 / PN 001 | Common Collective Trust | — | $2.3B | $253.4M | 5.4% | |
| VANGUARD INST TOTAL INTL STK MRKT I VANGUARD · EIN 81-6324211 / PN 001 | Common Collective Trust | — | $1.8B | $218.6M | 4.7% | |
| JPMCB SMARTRETIREMENT DRE 2025 CF-C JP MORGAN CHASE BANK, NA · EIN 20-5819098 / PN 001 | Common Collective Trust | — | $5.2B | $212.4M | 4.6% | |
| VANGUARD INST EXTENDED MARKET INDEX VANGUARD · EIN 81-6317280 / PN 001 | Common Collective Trust | — | $1.4B | $204.3M | 4.4% | |
| JPMCB SMARTRETIREMENT DRE 2055 CF-C JP MORGAN CHASE BANK, NA · EIN 45-5595944 / PN 001 | Common Collective Trust | — | $4.9B | $195.8M | 4.2% | |
| Vanguard PRIMECAP ADM 1,173,684 Shares | — | — | $1.2B | $195.2M | 4.2% | |
| Dodge & Cox Stock Fund Class X 454,781 Shares | — | — | $454.8M | $117.0M | 2.5% | |
| Vanguard Federal Money Market Inv 116,692,855 Shares | — | — | $116.7B | $116.7M | 2.5% | |
| American Funds EuroPacific Gr R6 2,062,684 Shares $ | — | — | $2.1B | $110.8M | 2.4% | |
| JPMCB SMARTRETIREMENT DRE 2020 CF-C JP MORGAN CHASE BANK, NA · EIN 20-3063359 / PN 001 | Common Collective Trust | — | $3.6B | $109.4M | 2.3% | |
| JPMCB SMARTRETIREMENT DRE 2060 CF-C JP MORGAN CHASE BANK, NA · EIN 81-3221155 / PN 001 | Common Collective Trust | — | $3.0B | $95.3M | 2.0% | |
| Schwab SDB | — | — | — | $82.2M | 1.8% | |
| Vanguard Inflation-Protected Secs I 8,713,504 Shares | — | — | $8.7B | $79.9M | 1.7% | |
| Baird Aggregate Bond Inst 6,978,677 Shares | — | — | $7.0B | $67.3M | 1.4% | |
| JPMCB SMARTRETIREMENT DRE INCOME CF JP MORGAN CHASE BANK, NA · EIN 20-3063490 / PN 001 | Common Collective Trust | — | $2.5B | $65.7M | 1.4% | |
| Jhancock Income R6 10,869,664 Shares | — | — | $10.9B | $63.4M | 1.4% | |
| Federated Hermes MDT Small Cp Core IS 2,250,904 Shares | — | — | $2.3B | $60.3M | 1.3% | |
| Retirement Savings Plan December 2034 | — | — | — | $58.2M | 1.2% | |
| Schwab SDB Roth | — | — | — | $2.5M | <0.1% |