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Original filing (PDF)20250729142541NAL0003458353001
BAYLOR SCOTT & WHITE HOLDINGS
Form 5500
FILING_RECEIVED
BAYLOR AFFILIATED SERVICES RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
3,461
Accounts w/ balance
2,727
Plan assets (EOY)
$236.0M
Net assets (EOY)
$235.9M
How this plan invests
This plan
14 pooled trusts
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- 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
(844) 417-5223
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
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
2R · Participant-directed brokerage (SDBA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | — | NONE | $165K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | 84-0467907 | — | NONE | $63K | — |
| FORVIS MAZARS LLP | — | SPRINGFIELD, MO | NONE | $42K | — |
| HAYNES AND BOONE LLP | — | DALLAS, TX | NONE | $3K | — |
Investments
10 direct securities · 14 pooled funds· $235.9M(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
$183.4M
14 holdings
Uncategorized
$52.5M
10 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 | — | $263.8M | $37.4M | 15.8% | |
| JPMCB SMARTRETIREMENT DRE 2035 CF-C JP MORGAN CHASE BANK, NA · EIN 20-5819181 / PN 001 | Common Collective Trust | — | $426.1M | $20.5M | 8.7% | |
| JPMCB SMARTRETIREMENT DRE 2040 CF-C JP MORGAN CHASE BANK, NA · EIN 20-3063440 / PN 001 | Common Collective Trust | — | $380.8M | $16.1M | 6.8% | |
| JPMCB SMARTRETIREMENT DRE 2030 CF-C JP MORGAN CHASE BANK, NA · EIN 20-3063387 / PN 001 | Common Collective Trust | — | $426.0M | $15.3M | 6.5% | |
| JPMCB SMARTRETIREMENT DRE 2050 CF-C JP MORGAN CHASE BANK, NA · EIN 20-5819476 / PN 001 | Common Collective Trust | — | $281.5M | $14.1M | 6.0% | |
| Vanguard PRIMECAP ADM 82,331 Shares | — | — | $82.3M | $13.7M | 5.8% | |
| JPMCB SMARTRETIREMENT DRE 2045 CF-C JP MORGAN CHASE BANK, NA · EIN 20-5819388 / PN 001 | Common Collective Trust | — | $257.0M | $13.6M | 5.8% | |
| JPMCB SMARTRETIREMENT DRE 2055 CF-C JP MORGAN CHASE BANK, NA · EIN 45-5595944 / PN 001 | Common Collective Trust | — | $294.3M | $11.8M | 5.0% | |
| VANGUARD INST TOTAL INTL STK MRKT I VANGUARD · EIN 81-6317280 / PN 001 | Common Collective Trust | — | $98.1M | $11.8M | 5.0% | |
| VANGUARD TOTAL BOND MARKET INDEX TR VANGUARD · EIN 81-6321044 / PN 001 | Common Collective Trust | — | $102.6M | $11.3M | 4.8% | |
| JPMCB SMARTRETIREMENT DRE 2025 CF-C JP MORGAN CHASE BANK, NA · EIN 20-5819098 / PN 001 | Common Collective Trust | — | $269.2M | $11.0M | 4.7% | |
| VANGUARD INST EXTENDED MARKET INDEX VANGUARD · EIN 81-6324211 / PN 001 | Common Collective Trust | — | $73.9M | $10.5M | 4.4% | |
| Dodge & Cox Stock Fund Class X 28,935 Shares | — | — | $28.9M | $7.4M | 3.2% | |
| American Funds EuroPacific Gr R6 121,452 Shares $ | — | — | $121.5M | $6.5M | 2.8% | |
| Schwab SDB Roth 79 Vanguard Federal Money Market Inv 4,972,138 Shares | — | — | $5.0B | $5.0M | 2.1% | |
| JPMCB SMARTRETIREMENT DRE 2060 CF-C JP MORGAN CHASE BANK, NA · EIN 81-3221155 / PN 001 | Common Collective Trust | — | $141.3M | $4.5M | 1.9% | |
| Vanguard Inflation-Protected Secs I 482,277 Shares | — | — | $482.3M | $4.4M | 1.9% | |
| JPMCB SMARTRETIREMENT DRE 2020 CF-C JP MORGAN CHASE BANK, NA · EIN 20-3063359 / PN 001 | Common Collective Trust | — | $121.1M | $3.7M | 1.6% | |
| Savings Plan May 2034 | — | — | — | $3.5M | 1.5% | |
| Baird Aggregate Bond Inst 361,265 Shares | — | — | $361.3M | $3.5M | 1.5% | |
| Federated Hermes MDT Small Cp Core IS 109,641 Shares | — | — | $109.6M | $2.9M | 1.2% | |
| Jhancock Income R6 495,047 Shares | — | — | $495.0M | $2.9M | 1.2% | |
| Schwab SDB | — | — | — | $2.6M | 1.1% | |
| JPMCB SMARTRETIREMENT DRE INCOME CF JP MORGAN CHASE BANK, NA · EIN 20-3063490 / PN 001 | Common Collective Trust | — | $72.9M | $1.9M | 0.8% |
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