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  2. BAYLOR SCOTT & WHITE HOLDINGS
Sponsor portfolioTH

BAYLOR SCOTT & WHITE HOLDINGS

EIN 46-3130985-hospital & health care-Latest filing 2024
Plans
5
Retirement
4
$5.54B assets
Welfare
1
$70.8M premiums
Participants
119,663
301 N. WASHINGTON AVENUE - DALLAS, TX 75246844-417-5223LinkedIn1-10 employeeshospital & health care
Plans on this EIN
5 filings
#002401k-$4.66B - 58,503 part#005403b-$647.4M - 6,359 part#003401k-$236.0M - 4,101 part#001CashBalance-$1.2M - 0 part#508Mixed-$70.8M - 64,070 lives

Retirement portfolio analytics

4 plans aggregated / $5.54B assets / 68,963 participants

Assets by plan

Share of aggregate retirement assets

84%top
  • HEALTH RETIREMENT Savings (#002)84%
  • HEALTH 403(B) Savings (#005)12%
  • SERVICES RETIREMENT Savings (#003)4%
  • FROZEN BENEFIT PLAN (#001)0%
Total $5.54BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • GREAT-WEST LIFE & ANNUITY INSURANCE100%
  • (Not disclosed)0%
Total $5.54BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • HEALTH RETIREMENT Savings (#002)58,503
  • HEALTH 403(B) Savings (#005)6,359
  • SERVICES RETIREMENT Savings (#003)4,101
Total 68,963Click row to drill in

Benefits portfolio analytics

1 plan / $70.8M premiums / 64,070 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$24.9M
  • Life$15.0M
  • Long-term disability$12.8M
  • Other$12.0M
  • Vision$6.1M
  • Health$10
Total $70.8M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
47%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY47%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA42%
  • EYEMED VISION CARE9%
  • METROPOLITAN LIFE INSURANCE COMPANY2%
  • NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK0%
Total $70.8M5 slices

Broker market share

Schedule A broker compensation

Split broker
85%top
  • WILLIS TOWERS WATSON US LLC85%
  • BAYLOR SCOTT & WHITE HEALTH15%
Total $3.3M2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

BAYLOR SCOTT & WHITE HEALTH RETIREMENT SAVINGS PLAN

401k

Assets$4.66B
Participants58,503
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

BAYLOR SCOTT & WHITE HEALTH 403(B) SAVINGS PLAN

403b

Assets$647.4M
Participants6,359
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

BAYLOR AFFILIATED SERVICES RETIREMENT SAVINGS PLAN

401k

Assets$236.0M
Participants4,101
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

BAYLOR SCOTT & WHITE HEALTH CONSOLIDATED FROZEN BENEFIT PLAN

CashBalance

Assets$1.2M
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#508

BAYLOR SCOTT & WHITE HEALTH AND WELFARE BENEFITS PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$70.8M
Covered lives64,070
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans4

Plan #NameTypeAssetsParticipantsLatest year
002BAYLOR SCOTT & WHITE HEALTH RETIREMENT SAVINGS PLAN401k$4.66B58,5032024
005BAYLOR SCOTT & WHITE HEALTH 403(B) SAVINGS PLAN403b$647.4M6,3592024
003BAYLOR AFFILIATED SERVICES RETIREMENT SAVINGS PLAN401k$236.0M4,1012024
001BAYLOR SCOTT & WHITE HEALTH CONSOLIDATED FROZEN BENEFIT PLANCashBalance$1.2M02024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
508BAYLOR SCOTT & WHITE HEALTH AND WELFARE BENEFITS PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$70.8M64,0702024
Retirement plans
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