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BAYLOR SCOTT & WHITE HEALTH CONSOLIDATED FROZEN BENEFIT PLAN 401k Plan overview

Plan NameBAYLOR SCOTT & WHITE HEALTH CONSOLIDATED FROZEN BENEFIT PLAN
Plan identification number 001

BAYLOR SCOTT & WHITE HEALTH CONSOLIDATED FROZEN BENEFIT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BAYLOR SCOTT & WHITE HOLDINGS has sponsored the creation of one or more 401k plans.

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BAYLOR SCOTT & WHITE HEALTH CONSOLIDATED FROZEN BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01NAKESHA LOPEZ2020-10-13
0012018-01-01NAKESHA LOPEZ2019-10-08
0012017-01-01

Plan Statistics for BAYLOR SCOTT & WHITE HEALTH CONSOLIDATED FROZEN BENEFIT PLAN

401k plan membership statisitcs for BAYLOR SCOTT & WHITE HEALTH CONSOLIDATED FROZEN BENEFIT PLAN

Measure Date Value
2022: BAYLOR SCOTT & WHITE HEALTH CONSOLIDATED FROZEN BENEFIT PLAN 2022 401k membership
Market value of plan assets2022-12-3193,682,981
Acturial value of plan assets2022-12-3193,682,981
Funding target for retired participants and beneficiaries receiving payment2022-12-3145,155,598
Number of terminated vested participants2022-12-31442
Fundng target for terminated vested participants2022-12-3116,554,198
Active participant vested funding target2022-12-317,539,431
Number of active participants2022-12-31196
Total funding liabilities for active participants2022-12-317,539,431
Total participant count2022-12-311,509
Total funding target for all participants2022-12-3169,249,227
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-31246,508
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-31246,508
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-31265,785
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31520,000
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-011,504
Total number of active participants reported on line 7a of the Form 55002022-01-01173
Number of retired or separated participants receiving benefits2022-01-01846
Number of other retired or separated participants entitled to future benefits2022-01-01388
Total of all active and inactive participants2022-01-011,407
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0149
Total participants2022-01-011,456
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: BAYLOR SCOTT & WHITE HEALTH CONSOLIDATED FROZEN BENEFIT PLAN 2021 401k membership
Market value of plan assets2021-12-3192,357,976
Acturial value of plan assets2021-12-3192,357,976
Funding target for retired participants and beneficiaries receiving payment2021-12-3143,637,716
Number of terminated vested participants2021-12-31502
Fundng target for terminated vested participants2021-12-3117,736,799
Active participant vested funding target2021-12-317,970,881
Number of active participants2021-12-31226
Total funding liabilities for active participants2021-12-317,970,881
Total participant count2021-12-311,584
Total funding target for all participants2021-12-3169,345,396
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-31224,629
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-31224,629
Present value of excess contributions2021-12-3115,710,444
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-3116,547,811
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-31246,508
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31640,000
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-011,576
Total number of active participants reported on line 7a of the Form 55002021-01-01184
Number of retired or separated participants receiving benefits2021-01-01816
Number of other retired or separated participants entitled to future benefits2021-01-01457
Total of all active and inactive participants2021-01-011,457
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0153
Total participants2021-01-011,510
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: BAYLOR SCOTT & WHITE HEALTH CONSOLIDATED FROZEN BENEFIT PLAN 2020 401k membership
Market value of plan assets2020-12-3174,130,535
Acturial value of plan assets2020-12-3174,130,535
Funding target for retired participants and beneficiaries receiving payment2020-12-3144,597,012
Number of terminated vested participants2020-12-31504
Fundng target for terminated vested participants2020-12-3118,170,857
Active participant vested funding target2020-12-319,880,910
Number of active participants2020-12-31259
Total funding liabilities for active participants2020-12-319,880,910
Total participant count2020-12-311,629
Total funding target for all participants2020-12-3172,648,779
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-311,655,904
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-311,655,904
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-31189,849
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31224,629
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-31224,629
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-31224,629
Total employer contributions2020-12-3117,147,538
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-3115,710,444
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Minimum required contributions for current year target normal cost2020-12-311,111,958
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-3115,710,444
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01715
Total number of active participants reported on line 7a of the Form 55002020-01-01226
Number of retired or separated participants receiving benefits2020-01-01800
Number of other retired or separated participants entitled to future benefits2020-01-01448
Total of all active and inactive participants2020-01-011,474
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0152
Total participants2020-01-011,526
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BAYLOR SCOTT & WHITE HEALTH CONSOLIDATED FROZEN BENEFIT PLAN 2019 401k membership
Market value of plan assets2019-12-3166,229,645
Acturial value of plan assets2019-12-3166,211,365
Funding target for retired participants and beneficiaries receiving payment2019-12-3144,384,732
Number of terminated vested participants2019-12-31509
Fundng target for terminated vested participants2019-12-3116,870,105
Active participant vested funding target2019-12-3111,143,920
Number of active participants2019-12-31295
Total funding liabilities for active participants2019-12-3111,143,920
Total participant count2019-12-311,662
Total funding target for all participants2019-12-3172,398,757
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31869,677
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-31869,677
Present value of excess contributions2019-12-31799,909
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31845,104
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-31845,104
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-311,655,904
Total employer contributions2019-12-31863,384
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31801,554
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31993,170
Net shortfall amortization installment of oustanding balance2019-12-317,843,296
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-312,267,609
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-311,655,904
Additional cash requirement2019-12-31611,705
Contributions allocatedtoward minimum required contributions for current year2019-12-31801,554
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-011,662
Total number of active participants reported on line 7a of the Form 55002019-01-01259
Number of retired or separated participants receiving benefits2019-01-01818
Number of other retired or separated participants entitled to future benefits2019-01-01504
Total of all active and inactive participants2019-01-011,581
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0148
Total participants2019-01-011,629
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BAYLOR SCOTT & WHITE HEALTH CONSOLIDATED FROZEN BENEFIT PLAN 2018 401k membership
Market value of plan assets2018-12-3174,529,903
Acturial value of plan assets2018-12-3174,529,903
Funding target for retired participants and beneficiaries receiving payment2018-12-3141,325,251
Number of terminated vested participants2018-12-31531
Fundng target for terminated vested participants2018-12-3115,920,688
Active participant vested funding target2018-12-3111,398,325
Number of active participants2018-12-31320
Total funding liabilities for active participants2018-12-3111,398,325
Total participant count2018-12-311,696
Total funding target for all participants2018-12-3168,644,264
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31189,367
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-31189,367
Present value of excess contributions2018-12-31601,365
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31652,909
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-31652,909
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-31869,677
Total employer contributions2018-12-31863,384
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31799,909
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-311,117,947
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-31799,909
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-011,696
Total number of active participants reported on line 7a of the Form 55002018-01-01295
Number of retired or separated participants receiving benefits2018-01-01806
Number of other retired or separated participants entitled to future benefits2018-01-01509
Total of all active and inactive participants2018-01-011,610
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0152
Total participants2018-01-011,662
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: BAYLOR SCOTT & WHITE HEALTH CONSOLIDATED FROZEN BENEFIT PLAN 2017 401k membership
Market value of plan assets2017-12-3167,533,980
Acturial value of plan assets2017-12-3167,533,980
Funding target for retired participants and beneficiaries receiving payment2017-12-3139,110,727
Number of terminated vested participants2017-12-31543
Fundng target for terminated vested participants2017-12-3115,893,323
Active participant vested funding target2017-12-3112,340,563
Number of active participants2017-12-31368
Total funding liabilities for active participants2017-12-3112,340,563
Total participant count2017-12-311,730
Total funding target for all participants2017-12-3167,344,613
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31614,422
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-31614,422
Present value of excess contributions2017-12-31236,836
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31251,428
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-31189,367
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-31667,631
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-31189,367
Total employer contributions2017-12-311,510,922
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-311,425,008
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-311,013,010
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-311,013,010
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-31189,367
Additional cash requirement2017-12-31823,643
Contributions allocatedtoward minimum required contributions for current year2017-12-311,425,008
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01444
Total number of active participants reported on line 7a of the Form 55002017-01-01320
Number of retired or separated participants receiving benefits2017-01-01797
Number of other retired or separated participants entitled to future benefits2017-01-01531
Total of all active and inactive participants2017-01-011,648
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0148
Total participants2017-01-011,696
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010

Financial Data on BAYLOR SCOTT & WHITE HEALTH CONSOLIDATED FROZEN BENEFIT PLAN

Measure Date Value
2022 : BAYLOR SCOTT & WHITE HEALTH CONSOLIDATED FROZEN BENEFIT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-9,412,264
Total unrealized appreciation/depreciation of assets2022-12-31$-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 assets2022-12-31$-1,056,822
Total of all expenses incurred2022-12-31$5,436,065
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$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 year2022-12-31$67,919,706
Value of total assets at beginning of year2022-12-31$93,682,981
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$467,409
Total interest from all sources2022-12-31$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 year2022-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$796,300
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$2,017
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$6,238
Other income not declared elsewhere2022-12-31$7,206
Total non interest bearing cash at beginning of year2022-12-31$9
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-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)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$236,488
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$23,349,019
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$49,832,984
Interest earned on other investments2022-12-31$6,614
Value of interest in common/collective trusts at end of year2022-12-31$43,863,176
Value of interest in common/collective trusts at beginning of year2022-12-31$19,341,948
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$705,494
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,350,226
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,350,226
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,163,541
Net investment gain or loss from common/collective trusts2022-12-31$-6,504,703
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,968,656
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$23,151,576
Contract administrator fees2022-12-31$230,921
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$10,668,243
Aggregate carrying amount (costs) on sale of assets2022-12-31$11,725,065
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ARMANINO LLP
Accountancy firm EIN2022-12-31946214841
2021 : BAYLOR SCOTT & WHITE HEALTH CONSOLIDATED FROZEN BENEFIT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-1,037,688
Total unrealized appreciation/depreciation of assets2021-12-31$-1,037,688
Total transfer of assets from this plan2021-12-31$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 assets2021-12-31$2,137,076
Total of all expenses incurred2021-12-31$5,013,623
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$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 year2021-12-31$93,682,981
Value of total assets at beginning of year2021-12-31$92,955,350
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$710,028
Total interest from all sources2021-12-31$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 year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$591,776
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$6,238
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$5,245
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$390,307
Other income not declared elsewhere2021-12-31$3,891
Total non interest bearing cash at end of year2021-12-31$9
Total non interest bearing cash at beginning of year2021-12-31$600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$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)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$49,832,984
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$53,581,499
Value of interest in master investment trust accounts at beginning of year2021-12-31$5,491,115
Value of interest in common/collective trusts at end of year2021-12-31$19,341,948
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,350,226
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$3,025,562
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$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 assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Employer contributions (assets) at beginning of year2021-12-31$17,147,538
Income. Dividends from common stock2021-12-31$222,001
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,303,595
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$23,151,576
Contract administrator fees2021-12-31$710,028
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$13,703,791
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$17,689,978
Aggregate carrying amount (costs) on sale of assets2021-12-31$15,552,902
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ARMANINO LLP
Accountancy firm EIN2021-12-31946214841
2020 : BAYLOR SCOTT & WHITE HEALTH CONSOLIDATED FROZEN BENEFIT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$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 paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$24,029,486
Total loss/gain on sale of assets2020-12-31$98,493
Total of all expenses incurred2020-12-31$5,612,883
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,393,866
Value of total corrective distributions2020-12-31$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 year2020-12-31$92,955,350
Value of total assets at beginning of year2020-12-31$74,567,508
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,219,017
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$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 year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$110,548
Administrative expenses professional fees incurred2020-12-31$23,942
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$0
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$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 year2020-12-31$5,245
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$84,200
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$390,307
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$7,332
Administrative expenses (other) incurred2020-12-31$929,711
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$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)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
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 year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$265,364
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$53,581,499
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$14,523,565
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in master investment trust accounts at end of year2020-12-31$5,491,115
Value of interest in master investment trust accounts at beginning of year2020-12-31$55,153,568
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$3,025,562
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$471,951
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$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 benefits2020-12-31$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 accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$0
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$17,147,538
Employer contributions (assets) at end of year2020-12-31$17,147,538
Employer contributions (assets) at beginning of year2020-12-31$863,384
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$78,017
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,393,866
Contract administrator fees2020-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$13,703,791
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$3,470,840
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$419,068
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$4,318,484
Aggregate carrying amount (costs) on sale of assets2020-12-31$4,219,991
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31HOLTZMAN PARTNERS, LLP
Accountancy firm EIN2020-12-31743121060
2019 : BAYLOR SCOTT & WHITE HEALTH CONSOLIDATED FROZEN BENEFIT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$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 assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$5,730,897
Total of all expenses incurred2019-12-31$5,730,897
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,724,761
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$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 year2019-12-31$74,567,508
Value of total assets at end of year2019-12-31$74,567,508
Value of total assets at beginning of year2019-12-31$66,225,319
Value of total assets at beginning of year2019-12-31$66,225,319
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,006,136
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,006,136
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$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 year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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 incurred2019-12-31$215,893
Administrative expenses professional fees incurred2019-12-31$215,893
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$84,200
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$84,200
Other income not declared elsewhere2019-12-31$5,568
Other income not declared elsewhere2019-12-31$5,568
Administrative expenses (other) incurred2019-12-31$774,068
Administrative expenses (other) incurred2019-12-31$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 appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$7,923,121
Value of net income/loss2019-12-31$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)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$16,175
Investment advisory and management fees2019-12-31$16,175
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$14,523,565
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$14,523,565
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$15,848,686
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$15,848,686
Value of interest in master investment trust accounts at end of year2019-12-31$55,153,568
Value of interest in master investment trust accounts at end of year2019-12-31$55,153,568
Value of interest in master investment trust accounts at beginning of year2019-12-31$47,827,766
Value of interest in master investment trust accounts at beginning of year2019-12-31$47,827,766
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$471,951
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$471,951
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$522,983
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$522,983
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$522,983
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$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 assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$863,384
Contributions received in cash from employer2019-12-31$863,384
Employer contributions (assets) at end of year2019-12-31$863,384
Employer contributions (assets) at end of year2019-12-31$863,384
Employer contributions (assets) at beginning of year2019-12-31$863,384
Employer contributions (assets) at beginning of year2019-12-31$863,384
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,724,761
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,724,761
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$3,470,840
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$3,470,840
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$1,162,500
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$1,162,500
Liabilities. Value of benefit claims payable at end of year2019-12-31$419,068
Liabilities. Value of benefit claims payable at end of year2019-12-31$419,068
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31HOLTZMAN PARTNERS LLP
Accountancy firm name2019-12-31HOLTZMAN PARTNERS LLP
Accountancy firm EIN2019-12-31743121060
Accountancy firm EIN2019-12-31743121060
2018 : BAYLOR SCOTT & WHITE HEALTH CONSOLIDATED FROZEN BENEFIT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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 assets2018-12-31$0
Total of all expenses incurred2018-12-31$5,050,749
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$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 year2018-12-31$66,225,319
Value of total assets at beginning of year2018-12-31$74,550,283
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$801,908
Total interest from all sources2018-12-31$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 year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$268,416
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$8,082
Administrative expenses (other) incurred2018-12-31$513,638
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-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)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$19,854
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$15,848,686
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$17,416,472
Value of interest in master investment trust accounts at end of year2018-12-31$47,827,766
Value of interest in master investment trust accounts at beginning of year2018-12-31$53,290,045
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$522,983
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$689,407
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$689,407
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$863,384
Employer contributions (assets) at end of year2018-12-31$863,384
Employer contributions (assets) at beginning of year2018-12-31$863,384
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,248,841
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$1,162,500
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$2,282,893
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31HOLTZMAN PARTNERS LLP
Accountancy firm EIN2018-12-31743121060
2017 : BAYLOR SCOTT & WHITE HEALTH CONSOLIDATED FROZEN BENEFIT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$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 assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,765,374
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$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 year2017-12-31$74,550,283
Value of total assets at beginning of year2017-12-31$22,104,835
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$420,698
Total interest from all sources2017-12-31$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 year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$224,357
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$8,082
Administrative expenses (other) incurred2017-12-31$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 appraiser2017-12-31No
Value of net income/loss2017-12-31$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)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$78,818
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$17,416,472
Value of interest in master investment trust accounts at end of year2017-12-31$53,290,045
Value of interest in master investment trust accounts at beginning of year2017-12-31$22,104,835
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$689,407
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,510,922
Employer contributions (assets) at end of year2017-12-31$863,384
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,344,676
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$2,282,893
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31HOLTZMAN PARTNERS
Accountancy firm EIN2017-12-31743121060

Form 5500 Responses for BAYLOR SCOTT & WHITE HEALTH CONSOLIDATED FROZEN BENEFIT PLAN

2022: BAYLOR SCOTT & WHITE HEALTH CONSOLIDATED FROZEN BENEFIT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: BAYLOR SCOTT & WHITE HEALTH CONSOLIDATED FROZEN BENEFIT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: BAYLOR SCOTT & WHITE HEALTH CONSOLIDATED FROZEN BENEFIT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: BAYLOR SCOTT & WHITE HEALTH CONSOLIDATED FROZEN BENEFIT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BAYLOR SCOTT & WHITE HEALTH CONSOLIDATED FROZEN BENEFIT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BAYLOR SCOTT & WHITE HEALTH CONSOLIDATED FROZEN BENEFIT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes

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