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  2. BAXTER HEALTHCARE OF PUERTO RICO LLC
Sponsor portfolio

BAXTER HEALTHCARE OF PUERTO RICO LLC

EIN 66-1048257-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
3
Retirement
2
$347.0M assets
Welfare
1
$808K premiums
Participants
10,921
ONE BAXTER PARKWAY - DEERFIELD, IL 600154625224-948-2000
Plans on this EIN
3 filings
#005TraditionalDB-$243.9M - 6,342 part#024401k-$103.1M - 2,624 part#509Mixed-$808K - 12,261 lives

Retirement portfolio analytics

2 plans aggregated / $347.0M assets / 8,966 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • PUERTO RICO PENSION (#005)70%
  • RICO RETIREMENT Savings (#024)30%
Total $347.0MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Displacement opening
70%top
  • ALIGHT SOLUTIONS LLC70%
  • VOYA RETIREMENT INSURANCE & ANNUITY30%
Total $347.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PUERTO RICO PENSION (#005)6,342
  • RICO RETIREMENT Savings (#024)2,624
Total 8,966Click row to drill in

Benefits portfolio analytics

1 plan / $808K premiums / 12,261 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$531K
  • Life$453K
  • Long-term disability$277K
Total $808K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
66%top
  • HARTFORD LIFE AND ACCIDENT66%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY34%
Total $808K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • WILLIS TOWERS WATSON US LLC100%
Total $4K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#005

BAXTER HEALTHCARE OF PUERTO RICO PENSION PLAN

TraditionalDB

Assets$243.9M
Participants6,342
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#024

BAXTER HEALTHCARE OF PUERTO RICO RETIREMENT SAVINGS PLAN

401k

Assets$103.1M
Participants2,624
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#509

BAXTER HEALTHCARE OF PUERTO RICO WELFARE WRAP PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$808K
Covered lives12,261
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
005BAXTER HEALTHCARE OF PUERTO RICO PENSION PLANTraditionalDB$243.9M6,3422024
024BAXTER HEALTHCARE OF PUERTO RICO RETIREMENT SAVINGS PLAN401k$103.1M2,6242024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
509BAXTER HEALTHCARE OF PUERTO RICO WELFARE WRAP PLANMixedHARTFORD LIFE AND ACCIDENT$808K12,2612024
Retirement plans
Welfare plans
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