Cristi Lockett signed Baylor Scott & White Holdings' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Baylor Scott & White Holdings' EIN is 46-3130985.
Download the official 2024 Form 5500 (PDF) for Baylor Scott & White Holdings from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Baylor Scott & White Holdings' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| 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 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
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.
| PI | % 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 | Mutual Funds | — | $1.2B | $195.2M | 4.2% | |
| Dodge & Cox Stock Fund Class X 454,781 Shares | Mutual Funds | — | $454.8M | $117.0M | 2.5% | |
| Vanguard Federal Money Market Inv 116,692,855 Shares | Mutual Funds | — | $116.7B | $116.7M | 2.5% | |
| American Funds EuroPacific Gr R6 2,062,684 Shares $ | Mutual Funds | — | $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 | Mutual Funds | — | — | $82.2M | 1.8% | |
| Vanguard Inflation-Protected Secs I 8,713,504 Shares | Mutual Funds | — | $8.7B | $79.9M | 1.7% | |
| Baird Aggregate Bond Inst 6,978,677 Shares | Other securities | — | $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 | Other securities | — | $10.9B | $63.4M | 1.4% | |
| Federated Hermes MDT Small Cp Core IS 2,250,904 Shares | Other securities | — | $2.3B | $60.3M | 1.3% | |
| Retirement Savings Plan December 2034 | Other securities | — | — | $58.2M | 1.2% | |
| Schwab SDB Roth | Mutual Funds | — | — | $2.5M | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 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 | — |
