PlanOptica
Free ERISA searchPricing
Sign inTry Pro free
  1. Companies/
  2. Baylor Scott & White Health

Filings through Oct 24, 2026.

Sponsor portfolio

Baylor Scott & White Health

EIN 46-3131350-hospital & health care-Latest filing 2025
Plans
5
Retirement
3
$6.46B assets
Welfare
2
$73.5M premiums
Participants
175,657
301 N. WASHINGTON AVENUE - DALLAS, TX 75246877-446-9562bswhealth.comLinkedIn10001+ employeeshospital & health care
Plans on this EIN
5 filings
#002401(k)-$5.41B - 63,723 part#005403(b)-$740.5M - 6,155 part#003401(k)-$308.5M - 6,198 part#508Mixed-$73.5M - 67,571 lives#513Self-funded-0 lives

Retirement portfolio analytics

3 plans aggregated / $6.46B assets / 76,076 participants

Assets by plan

Share of aggregate retirement assets

84%top
  • HEALTH RETIREMENT Savings (#002)84%
  • HEALTH 403(B) Savings (#005)11%
  • SERVICES RETIREMENT Savings (#003)5%
Total $6.46BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
84%top
  • (Not disclosed)84%
  • EMPOWER ADVISORY GROUP, LLC16%
Total $6.46BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • HEALTH RETIREMENT Savings (#002)63,723
  • SERVICES RETIREMENT Savings (#003)6,198
  • HEALTH 403(B) Savings (#005)6,155
Total 76,076Click row to drill in

Benefits portfolio analytics

2 plans / $73.5M premiums / 67,571 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$26.0M
  • Life$14.8M
  • Other$14.7M
  • Long-term disability$12.6M
  • Vision$5.4M
  • Health$11
Total $73.5M6 rows
See carrier and broker market share with Pro.

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

401(k)

Assets$5.41B
Participants63,723
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

403(b)

Assets$740.5M
Participants6,155
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

BAYLOR AFFILIATED SERVICES RETIREMENT SAVINGS PLAN

401(k)

Assets$308.5M
Participants6,198
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$73.5M
Covered lives67,571
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#513

BAYLOR SCOTT & WHITE HEALTH SAFE CHOICE PLAN

Self-funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002BAYLOR SCOTT & WHITE HEALTH RETIREMENT SAVINGS PLAN401(k)$5.41B63,7232025
005BAYLOR SCOTT & WHITE HEALTH 403(B) SAVINGS PLAN403(b)$740.5M6,1552025
003BAYLOR AFFILIATED SERVICES RETIREMENT SAVINGS PLAN401(k)$308.5M6,1982025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
508BAYLOR SCOTT & WHITE HEALTH AND WELFARE BENEFITS PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$73.5M67,5712025
513BAYLOR SCOTT & WHITE HEALTH SAFE CHOICE PLANSelf-funded-$002025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica