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Original filing (PDF)20251014151115NAL0004339376001
BAXTER SHARED SERVICES, LLC
Form 5500
FILING_RECEIVED
BAXTER AUTO HEALTH AND WELFARE PLAN
Health & welfare plan
Signals · 2
~13001 bps in Sched C feesNo recordkeeper disclosed
Active participants
1,569
Accounts w/ balance
—
Plan assets (EOY)
$84K
Net assets (EOY)
$43K
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
84
/ 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
80
Participation health
100
Knocking points off
- 13001 bps in Schedule C fees — 8128% above peer band of 158 bps.
- No recordkeeper disclosed on Schedule C.
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 BAXTER SHARED SERVICES, LLC.
Plan sponsor
Name
BAXTER SHARED SERVICES, LLC
EIN
47-0778355
Address
17225 BURT STREET · OMAHA, NE · 68118
Phone
(531) 365-3165
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
510
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
4L · Death Benefits (other than life insurance)
4Q · Other
Audit & trust (Schedule H)
Auditor
LUTZ & COMPANY, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsBroker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES | 36-4291971 | — | BROKER | $42K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERITAS LIFE INSURANCE CORP. | 47-0098400 | — | CONTRACT ADMINISTRATOR | $67K | — |
Investments
1 pooled fund· $84K(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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| BAXTER AUTO WELFARE BENEFITS TRUST BAXTER SHARED SERVICES, LLC · EIN 92-6265455 / PN 003 | Master Trust | $84K | 100.0% |
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