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, a self-directed brokerage window.
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 | $165K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | 84-0467907 | — | NONE | $63K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS MAZARS LLP |
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 | — | $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 | Mutual Funds | — | $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 | Mutual Funds | — | $28.9M | $7.4M | 3.2% | |
| American Funds EuroPacific Gr R6 121,452 Shares $ | Mutual Funds | — | $121.5M | $6.5M | 2.8% | |
| Schwab SDB Roth 79 Vanguard Federal Money Market Inv 4,972,138 Shares | Mutual Funds | — | $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 | Mutual Funds | — | $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 | Other securities | — | — | $3.5M | 1.5% | |
| Baird Aggregate Bond Inst 361,265 Shares | Other securities | — | $361.3M | $3.5M | 1.5% | |
| Federated Hermes MDT Small Cp Core IS 109,641 Shares | Other securities | — | $109.6M | $2.9M | 1.2% | |
| Jhancock Income R6 495,047 Shares | Other securities | — | $495.0M | $2.9M | 1.2% | |
| Schwab SDB | Mutual Funds | — | — | $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% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| SPRINGFIELD, MO |
| NONE |
| $42K |
| — |
| HAYNES AND BOONE LLP | — | DALLAS, TX | NONE | $3K | — |
