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Original filing (PDF)20251013155639NAL0001562609001
BAYLOR SCOTT & WHITE HOLDINGS
Form 5500
FILING_RECEIVED
BAYLOR SCOTT & WHITE HEALTH AND WELFARE BENEFITS PLAN
Health & welfare plan
Signals · 3
~472 bps in Sched C feesNo recordkeeper disclosed14 service providers
Active participants
49,195
Accounts w/ balance
—
Plan assets (EOY)
$71.6M
Net assets (EOY)
$17.5M
Plan health score (directional)
83
/ 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
68
Participation health
100
Knocking points off
- 472 bps in Schedule C fees — 2852% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
- Highly fragmented vendor stack (14 disclosed providers, 5 categories).
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
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 NORTH 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
508
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4G · Prepaid Legal
4H · Long-Term Disability
4L · Death Benefits (other than life insurance)
4Q · Other
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
14 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | ACTUARIAL | $38K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS MAZARS, LLP | 44-0160260 | — | ACCOUNTING | $50K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HAYNES & BOONE LLP | 75-1312888 | — | LEGAL | $11K | — |
Insurance
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALIGHT SOLUTIONS | 82-1061233 | — | INSURANCE SERVICES | $79K | — |
Other
10| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEDGWICK | 36-2685608 | — | CONSULTING | $1.6M | — |
| OPTUM | 47-0858534 | — | CONSULTING | $446K | — |
| ERNST & YOUNG | 34-6565596 | — | CONSULTING | $372K | — |
| HEADSPACE, INC. | 46-1777570 | — | CONSULTING | $237K | — |
| BLANKS PRINTING & IMAGING | 75-1156894 | — | COPY/DUPLICATION | $207K | — |
| WEBMD | 93-1270422 | — | CONSULTING | $166K | — |
| THE JELLYVISION LAB, INC. | 36-4442819 | — | NONE | $121K | — |
| ENTERHEALTH | 26-3107183 | — | CONSULTING | $17K | — |
| NETWORK MEDICAL REVIEW | 76-0711128 | — | NONE | $16K | — |
| UNUM | 01-0278678 | — | CONSULTING | $12K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.