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Plan Name | BAYLOR SCOTT & WHITE HEALTH CONSOLIDATED FROZEN BENEFIT PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
|
Company Name: | BAYLOR SCOTT & WHITE HOLDINGS |
Employer identification number (EIN): | 463130985 |
NAIC Classification: | 622000 |
NAIC Description: | Hospitals |
Additional information about BAYLOR SCOTT & WHITE HOLDINGS
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2013-06-14 |
Company Identification Number: | 0801801788 |
Legal Registered Office Address: |
301 N WASHINGTON AVE C/O BSWH TAX SERVIC DALLAS United States of America (USA) 75246 |
More information about BAYLOR SCOTT & WHITE HOLDINGS
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | NAKESHA LOPEZ | 2020-10-13 | ||
001 | 2018-01-01 | NAKESHA LOPEZ | 2019-10-08 | ||
001 | 2017-01-01 |
Measure | Date | Value |
---|---|---|
2022: BAYLOR SCOTT & WHITE HEALTH CONSOLIDATED FROZEN BENEFIT PLAN 2022 401k membership | ||
Market value of plan assets | 2022-12-31 | 93,682,981 |
Acturial value of plan assets | 2022-12-31 | 93,682,981 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 45,155,598 |
Number of terminated vested participants | 2022-12-31 | 442 |
Fundng target for terminated vested participants | 2022-12-31 | 16,554,198 |
Active participant vested funding target | 2022-12-31 | 7,539,431 |
Number of active participants | 2022-12-31 | 196 |
Total funding liabilities for active participants | 2022-12-31 | 7,539,431 |
Total participant count | 2022-12-31 | 1,509 |
Total funding target for all participants | 2022-12-31 | 69,249,227 |
Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 246,508 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-12-31 | 0 |
Amount remaining of carryover balance | 2022-12-31 | 0 |
Amount remaining of prefunding balance | 2022-12-31 | 246,508 |
Present value of excess contributions | 2022-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
Balance of prefunding at beginning of current year | 2022-12-31 | 265,785 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-12-31 | 520,000 |
Net shortfall amortization installment of oustanding balance | 2022-12-31 | 0 |
Waiver amortization installment | 2022-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Additional cash requirement | 2022-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
Total participants, beginning-of-year | 2022-01-01 | 1,504 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 173 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 846 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 388 |
Total of all active and inactive participants | 2022-01-01 | 1,407 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 49 |
Total participants | 2022-01-01 | 1,456 |
Number of participants with account balances | 2022-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: BAYLOR SCOTT & WHITE HEALTH CONSOLIDATED FROZEN BENEFIT PLAN 2021 401k membership | ||
Market value of plan assets | 2021-12-31 | 92,357,976 |
Acturial value of plan assets | 2021-12-31 | 92,357,976 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 43,637,716 |
Number of terminated vested participants | 2021-12-31 | 502 |
Fundng target for terminated vested participants | 2021-12-31 | 17,736,799 |
Active participant vested funding target | 2021-12-31 | 7,970,881 |
Number of active participants | 2021-12-31 | 226 |
Total funding liabilities for active participants | 2021-12-31 | 7,970,881 |
Total participant count | 2021-12-31 | 1,584 |
Total funding target for all participants | 2021-12-31 | 69,345,396 |
Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 224,629 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 0 |
Amount remaining of carryover balance | 2021-12-31 | 0 |
Amount remaining of prefunding balance | 2021-12-31 | 224,629 |
Present value of excess contributions | 2021-12-31 | 15,710,444 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 16,547,811 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 0 |
Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
Balance of prefunding at beginning of current year | 2021-12-31 | 246,508 |
Total employer contributions | 2021-12-31 | 0 |
Total employee contributions | 2021-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-31 | 640,000 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 0 |
Waiver amortization installment | 2021-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Additional cash requirement | 2021-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
Total participants, beginning-of-year | 2021-01-01 | 1,576 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 184 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 816 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 457 |
Total of all active and inactive participants | 2021-01-01 | 1,457 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 53 |
Total participants | 2021-01-01 | 1,510 |
Number of participants with account balances | 2021-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: BAYLOR SCOTT & WHITE HEALTH CONSOLIDATED FROZEN BENEFIT PLAN 2020 401k membership | ||
Market value of plan assets | 2020-12-31 | 74,130,535 |
Acturial value of plan assets | 2020-12-31 | 74,130,535 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 44,597,012 |
Number of terminated vested participants | 2020-12-31 | 504 |
Fundng target for terminated vested participants | 2020-12-31 | 18,170,857 |
Active participant vested funding target | 2020-12-31 | 9,880,910 |
Number of active participants | 2020-12-31 | 259 |
Total funding liabilities for active participants | 2020-12-31 | 9,880,910 |
Total participant count | 2020-12-31 | 1,629 |
Total funding target for all participants | 2020-12-31 | 72,648,779 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 1,655,904 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 1,655,904 |
Amount remaining of carryover balance | 2020-12-31 | 0 |
Amount remaining of prefunding balance | 2020-12-31 | 0 |
Present value of excess contributions | 2020-12-31 | 189,849 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 224,629 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 224,629 |
Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
Balance of prefunding at beginning of current year | 2020-12-31 | 224,629 |
Total employer contributions | 2020-12-31 | 17,147,538 |
Total employee contributions | 2020-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 15,710,444 |
Liquidity shortfalls end of Q1 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2020-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 1,111,958 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 0 |
Waiver amortization installment | 2020-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Additional cash requirement | 2020-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 15,710,444 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
Total participants, beginning-of-year | 2020-01-01 | 715 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 226 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 800 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 448 |
Total of all active and inactive participants | 2020-01-01 | 1,474 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 52 |
Total participants | 2020-01-01 | 1,526 |
Number of participants with account balances | 2020-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: BAYLOR SCOTT & WHITE HEALTH CONSOLIDATED FROZEN BENEFIT PLAN 2019 401k membership | ||
Market value of plan assets | 2019-12-31 | 66,229,645 |
Acturial value of plan assets | 2019-12-31 | 66,211,365 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 44,384,732 |
Number of terminated vested participants | 2019-12-31 | 509 |
Fundng target for terminated vested participants | 2019-12-31 | 16,870,105 |
Active participant vested funding target | 2019-12-31 | 11,143,920 |
Number of active participants | 2019-12-31 | 295 |
Total funding liabilities for active participants | 2019-12-31 | 11,143,920 |
Total participant count | 2019-12-31 | 1,662 |
Total funding target for all participants | 2019-12-31 | 72,398,757 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 869,677 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 0 |
Amount remaining of carryover balance | 2019-12-31 | 0 |
Amount remaining of prefunding balance | 2019-12-31 | 869,677 |
Present value of excess contributions | 2019-12-31 | 799,909 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 845,104 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 845,104 |
Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 0 |
Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
Balance of prefunding at beginning of current year | 2019-12-31 | 1,655,904 |
Total employer contributions | 2019-12-31 | 863,384 |
Total employee contributions | 2019-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 801,554 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 993,170 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 7,843,296 |
Waiver amortization installment | 2019-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 2,267,609 |
Carryover balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 1,655,904 |
Additional cash requirement | 2019-12-31 | 611,705 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 801,554 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
Total participants, beginning-of-year | 2019-01-01 | 1,662 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 259 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 818 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 504 |
Total of all active and inactive participants | 2019-01-01 | 1,581 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 48 |
Total participants | 2019-01-01 | 1,629 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: BAYLOR SCOTT & WHITE HEALTH CONSOLIDATED FROZEN BENEFIT PLAN 2018 401k membership | ||
Market value of plan assets | 2018-12-31 | 74,529,903 |
Acturial value of plan assets | 2018-12-31 | 74,529,903 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 41,325,251 |
Number of terminated vested participants | 2018-12-31 | 531 |
Fundng target for terminated vested participants | 2018-12-31 | 15,920,688 |
Active participant vested funding target | 2018-12-31 | 11,398,325 |
Number of active participants | 2018-12-31 | 320 |
Total funding liabilities for active participants | 2018-12-31 | 11,398,325 |
Total participant count | 2018-12-31 | 1,696 |
Total funding target for all participants | 2018-12-31 | 68,644,264 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 189,367 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 0 |
Amount remaining of carryover balance | 2018-12-31 | 0 |
Amount remaining of prefunding balance | 2018-12-31 | 189,367 |
Present value of excess contributions | 2018-12-31 | 601,365 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 652,909 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 652,909 |
Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 0 |
Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
Balance of prefunding at beginning of current year | 2018-12-31 | 869,677 |
Total employer contributions | 2018-12-31 | 863,384 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 799,909 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 1,117,947 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 0 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Additional cash requirement | 2018-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 799,909 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 1,696 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 295 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 806 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 509 |
Total of all active and inactive participants | 2018-01-01 | 1,610 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 52 |
Total participants | 2018-01-01 | 1,662 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: BAYLOR SCOTT & WHITE HEALTH CONSOLIDATED FROZEN BENEFIT PLAN 2017 401k membership | ||
Market value of plan assets | 2017-12-31 | 67,533,980 |
Acturial value of plan assets | 2017-12-31 | 67,533,980 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 39,110,727 |
Number of terminated vested participants | 2017-12-31 | 543 |
Fundng target for terminated vested participants | 2017-12-31 | 15,893,323 |
Active participant vested funding target | 2017-12-31 | 12,340,563 |
Number of active participants | 2017-12-31 | 368 |
Total funding liabilities for active participants | 2017-12-31 | 12,340,563 |
Total participant count | 2017-12-31 | 1,730 |
Total funding target for all participants | 2017-12-31 | 67,344,613 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 614,422 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
Amount remaining of carryover balance | 2017-12-31 | 0 |
Amount remaining of prefunding balance | 2017-12-31 | 614,422 |
Present value of excess contributions | 2017-12-31 | 236,836 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 251,428 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 189,367 |
Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 667,631 |
Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 189,367 |
Total employer contributions | 2017-12-31 | 1,510,922 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 1,425,008 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 1,013,010 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 0 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 1,013,010 |
Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 189,367 |
Additional cash requirement | 2017-12-31 | 823,643 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 1,425,008 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 444 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 320 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 797 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 531 |
Total of all active and inactive participants | 2017-01-01 | 1,648 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 48 |
Total participants | 2017-01-01 | 1,696 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : BAYLOR SCOTT & WHITE HEALTH CONSOLIDATED FROZEN BENEFIT PLAN 2022 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-9,412,264 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-9,412,264 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-20,327,210 |
Total loss/gain on sale of assets | 2022-12-31 | $-1,056,822 |
Total of all expenses incurred | 2022-12-31 | $5,436,065 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $4,968,656 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $0 |
Value of total assets at end of year | 2022-12-31 | $67,919,706 |
Value of total assets at beginning of year | 2022-12-31 | $93,682,981 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $467,409 |
Total interest from all sources | 2022-12-31 | $6,614 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $796,300 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2022-12-31 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $796,300 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $2,017 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $6,238 |
Other income not declared elsewhere | 2022-12-31 | $7,206 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $9 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-25,763,275 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $67,919,706 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $93,682,981 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $236,488 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $23,349,019 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $49,832,984 |
Interest earned on other investments | 2022-12-31 | $6,614 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $43,863,176 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $19,341,948 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $705,494 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $1,350,226 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $1,350,226 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-4,163,541 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-6,504,703 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $4,968,656 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2022-12-31 | $23,151,576 |
Contract administrator fees | 2022-12-31 | $230,921 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Aggregate proceeds on sale of assets | 2022-12-31 | $10,668,243 |
Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $11,725,065 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | ARMANINO LLP |
Accountancy firm EIN | 2022-12-31 | 946214841 |
2021 : BAYLOR SCOTT & WHITE HEALTH CONSOLIDATED FROZEN BENEFIT PLAN 2021 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $-1,037,688 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $-1,037,688 |
Total transfer of assets from this plan | 2021-12-31 | $5,713 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $390,307 |
Total income from all sources (including contributions) | 2021-12-31 | $6,137,274 |
Total loss/gain on sale of assets | 2021-12-31 | $2,137,076 |
Total of all expenses incurred | 2021-12-31 | $5,013,623 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $4,303,595 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $0 |
Value of total assets at end of year | 2021-12-31 | $93,682,981 |
Value of total assets at beginning of year | 2021-12-31 | $92,955,350 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $710,028 |
Total interest from all sources | 2021-12-31 | $567 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $813,777 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $591,776 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $6,238 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $5,245 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $390,307 |
Other income not declared elsewhere | 2021-12-31 | $3,891 |
Total non interest bearing cash at end of year | 2021-12-31 | $9 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $600 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $1,123,651 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $93,682,981 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $92,565,043 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $49,832,984 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $53,581,499 |
Value of interest in master investment trust accounts at beginning of year | 2021-12-31 | $5,491,115 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $19,341,948 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $1,350,226 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $3,025,562 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $3,025,562 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $567 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $4,219,469 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Employer contributions (assets) at beginning of year | 2021-12-31 | $17,147,538 |
Income. Dividends from common stock | 2021-12-31 | $222,001 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $4,303,595 |
Asset. Corporate debt instrument debt (other) at end of year | 2021-12-31 | $23,151,576 |
Contract administrator fees | 2021-12-31 | $710,028 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2021-12-31 | $13,703,791 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Aggregate proceeds on sale of assets | 2021-12-31 | $17,689,978 |
Aggregate carrying amount (costs) on sale of assets | 2021-12-31 | $15,552,902 |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | ARMANINO LLP |
Accountancy firm EIN | 2021-12-31 | 946214841 |
2020 : BAYLOR SCOTT & WHITE HEALTH CONSOLIDATED FROZEN BENEFIT PLAN 2020 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2020-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $390,307 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $419,068 |
Expenses. Interest paid | 2020-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $24,029,486 |
Total loss/gain on sale of assets | 2020-12-31 | $98,493 |
Total of all expenses incurred | 2020-12-31 | $5,612,883 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $4,393,866 |
Value of total corrective distributions | 2020-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $17,147,538 |
Value of total assets at end of year | 2020-12-31 | $92,955,350 |
Value of total assets at beginning of year | 2020-12-31 | $74,567,508 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $1,219,017 |
Total income from rents | 2020-12-31 | $0 |
Total interest from all sources | 2020-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $188,565 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $110,548 |
Administrative expenses professional fees incurred | 2020-12-31 | $23,942 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Amount of non-exempt transactions with any party-in-interest | 2020-12-31 | $0 |
Contributions received from participants | 2020-12-31 | $0 |
Participant contributions at end of year | 2020-12-31 | $0 |
Participant contributions at beginning of year | 2020-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2020-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $5,245 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $84,200 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $390,307 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $0 |
Other income not declared elsewhere | 2020-12-31 | $7,332 |
Administrative expenses (other) incurred | 2020-12-31 | $929,711 |
Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $0 |
Total non interest bearing cash at end of year | 2020-12-31 | $600 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Income. Non cash contributions | 2020-12-31 | $0 |
Value of net income/loss | 2020-12-31 | $18,416,603 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $92,565,043 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $74,148,440 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2020-12-31 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2020-12-31 | $0 |
Investment advisory and management fees | 2020-12-31 | $265,364 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $53,581,499 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $14,523,565 |
Income. Interest from loans (other than to participants) | 2020-12-31 | $0 |
Interest earned on other investments | 2020-12-31 | $0 |
Income. Interest from US Government securities | 2020-12-31 | $0 |
Income. Interest from corporate debt instruments | 2020-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2020-12-31 | $5,491,115 |
Value of interest in master investment trust accounts at beginning of year | 2020-12-31 | $55,153,568 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $3,025,562 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $471,951 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $471,951 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,567,142 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2020-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $17,147,538 |
Employer contributions (assets) at end of year | 2020-12-31 | $17,147,538 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $863,384 |
Income. Dividends from preferred stock | 2020-12-31 | $0 |
Income. Dividends from common stock | 2020-12-31 | $78,017 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $4,393,866 |
Contract administrator fees | 2020-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2020-12-31 | $13,703,791 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2020-12-31 | $3,470,840 |
Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $419,068 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Aggregate proceeds on sale of assets | 2020-12-31 | $4,318,484 |
Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $4,219,991 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2020-12-31 | $0 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | HOLTZMAN PARTNERS, LLP |
Accountancy firm EIN | 2020-12-31 | 743121060 |
2019 : BAYLOR SCOTT & WHITE HEALTH CONSOLIDATED FROZEN BENEFIT PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $419,068 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $419,068 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $13,654,018 |
Total income from all sources (including contributions) | 2019-12-31 | $13,654,018 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $5,730,897 |
Total of all expenses incurred | 2019-12-31 | $5,730,897 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $4,724,761 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $4,724,761 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $863,384 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $863,384 |
Value of total assets at end of year | 2019-12-31 | $74,567,508 |
Value of total assets at end of year | 2019-12-31 | $74,567,508 |
Value of total assets at beginning of year | 2019-12-31 | $66,225,319 |
Value of total assets at beginning of year | 2019-12-31 | $66,225,319 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $1,006,136 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $1,006,136 |
Total interest from all sources | 2019-12-31 | $0 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $276,008 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $276,008 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $276,008 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $276,008 |
Administrative expenses professional fees incurred | 2019-12-31 | $215,893 |
Administrative expenses professional fees incurred | 2019-12-31 | $215,893 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $84,200 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $84,200 |
Other income not declared elsewhere | 2019-12-31 | $5,568 |
Other income not declared elsewhere | 2019-12-31 | $5,568 |
Administrative expenses (other) incurred | 2019-12-31 | $774,068 |
Administrative expenses (other) incurred | 2019-12-31 | $774,068 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $7,923,121 |
Value of net income/loss | 2019-12-31 | $7,923,121 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $74,148,440 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $74,148,440 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $66,225,319 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $66,225,319 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $16,175 |
Investment advisory and management fees | 2019-12-31 | $16,175 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $14,523,565 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $14,523,565 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $15,848,686 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $15,848,686 |
Value of interest in master investment trust accounts at end of year | 2019-12-31 | $55,153,568 |
Value of interest in master investment trust accounts at end of year | 2019-12-31 | $55,153,568 |
Value of interest in master investment trust accounts at beginning of year | 2019-12-31 | $47,827,766 |
Value of interest in master investment trust accounts at beginning of year | 2019-12-31 | $47,827,766 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $471,951 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $471,951 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $522,983 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $522,983 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $522,983 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $522,983 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $2,308,622 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $2,308,622 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $863,384 |
Contributions received in cash from employer | 2019-12-31 | $863,384 |
Employer contributions (assets) at end of year | 2019-12-31 | $863,384 |
Employer contributions (assets) at end of year | 2019-12-31 | $863,384 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $863,384 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $863,384 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $4,724,761 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $4,724,761 |
Assets. Corporate common stocks other than exployer securities at end of year | 2019-12-31 | $3,470,840 |
Assets. Corporate common stocks other than exployer securities at end of year | 2019-12-31 | $3,470,840 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-12-31 | $1,162,500 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-12-31 | $1,162,500 |
Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $419,068 |
Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $419,068 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $0 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | HOLTZMAN PARTNERS LLP |
Accountancy firm name | 2019-12-31 | HOLTZMAN PARTNERS LLP |
Accountancy firm EIN | 2019-12-31 | 743121060 |
Accountancy firm EIN | 2019-12-31 | 743121060 |
2018 : BAYLOR SCOTT & WHITE HEALTH CONSOLIDATED FROZEN BENEFIT PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $-3,274,215 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $5,050,749 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $4,248,841 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $863,384 |
Value of total assets at end of year | 2018-12-31 | $66,225,319 |
Value of total assets at beginning of year | 2018-12-31 | $74,550,283 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $801,908 |
Total interest from all sources | 2018-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Administrative expenses professional fees incurred | 2018-12-31 | $268,416 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $8,082 |
Administrative expenses (other) incurred | 2018-12-31 | $513,638 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-8,324,964 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $66,225,319 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $74,550,283 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $19,854 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $15,848,686 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $17,416,472 |
Value of interest in master investment trust accounts at end of year | 2018-12-31 | $47,827,766 |
Value of interest in master investment trust accounts at beginning of year | 2018-12-31 | $53,290,045 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $522,983 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $689,407 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $689,407 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $863,384 |
Employer contributions (assets) at end of year | 2018-12-31 | $863,384 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $863,384 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $4,248,841 |
Assets. Corporate common stocks other than exployer securities at end of year | 2018-12-31 | $1,162,500 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2018-12-31 | $2,282,893 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | HOLTZMAN PARTNERS LLP |
Accountancy firm EIN | 2018-12-31 | 743121060 |
2017 : BAYLOR SCOTT & WHITE HEALTH CONSOLIDATED FROZEN BENEFIT PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets to this plan | 2017-12-31 | $46,494,026 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $9,716,796 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $3,765,374 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $3,344,676 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,510,922 |
Value of total assets at end of year | 2017-12-31 | $74,550,283 |
Value of total assets at beginning of year | 2017-12-31 | $22,104,835 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $420,698 |
Total interest from all sources | 2017-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Administrative expenses professional fees incurred | 2017-12-31 | $224,357 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $8,082 |
Administrative expenses (other) incurred | 2017-12-31 | $117,523 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $5,951,422 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $74,550,283 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $22,104,835 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $78,818 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $17,416,472 |
Value of interest in master investment trust accounts at end of year | 2017-12-31 | $53,290,045 |
Value of interest in master investment trust accounts at beginning of year | 2017-12-31 | $22,104,835 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $689,407 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $1,510,922 |
Employer contributions (assets) at end of year | 2017-12-31 | $863,384 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $3,344,676 |
Assets. Corporate common stocks other than exployer securities at end of year | 2017-12-31 | $2,282,893 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | HOLTZMAN PARTNERS |
Accountancy firm EIN | 2017-12-31 | 743121060 |
2022: BAYLOR SCOTT & WHITE HEALTH CONSOLIDATED FROZEN BENEFIT PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Insurance | Yes |
2022-01-01 | Plan benefit arrangement – Insurance | Yes |
2021: BAYLOR SCOTT & WHITE HEALTH CONSOLIDATED FROZEN BENEFIT PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Insurance | Yes |
2021-01-01 | Plan benefit arrangement – Insurance | Yes |
2020: BAYLOR SCOTT & WHITE HEALTH CONSOLIDATED FROZEN BENEFIT PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Insurance | Yes |
2020-01-01 | Plan benefit arrangement – Insurance | Yes |
2019: BAYLOR SCOTT & WHITE HEALTH CONSOLIDATED FROZEN BENEFIT PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: BAYLOR SCOTT & WHITE HEALTH CONSOLIDATED FROZEN BENEFIT PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: BAYLOR SCOTT & WHITE HEALTH CONSOLIDATED FROZEN BENEFIT PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |