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Plan Name | BAYLOR SCOTT & WHITE HEALTH 403(B) SAVINGS PLAN |
Plan identification number | 005 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | BAYLOR HEALTH CARE SYSTEM |
Employer identification number (EIN): | 751812652 |
NAIC Classification: | 622000 |
NAIC Description: | Hospitals |
Additional information about BAYLOR HEALTH CARE SYSTEM
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 1981-09-29 |
Company Identification Number: | 0057986001 |
Legal Registered Office Address: |
3500 GASTON AVE DALLAS United States of America (USA) 75246 |
More information about BAYLOR HEALTH CARE SYSTEM
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
005 | 2017-01-01 | NAKESHA LOPEZ | |||
005 | 2016-01-01 |
Measure | Date | Value |
---|---|---|
2017: BAYLOR SCOTT & WHITE HEALTH 403(B) SAVINGS PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 12,983 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 8,510 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 34 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 2,089 |
Total of all active and inactive participants | 2017-01-01 | 10,633 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 25 |
Total participants | 2017-01-01 | 10,658 |
Number of participants with account balances | 2017-01-01 | 10,352 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: BAYLOR SCOTT & WHITE HEALTH 403(B) SAVINGS PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 14,891 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 10,180 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 28 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 2,754 |
Total of all active and inactive participants | 2016-01-01 | 12,962 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 21 |
Total participants | 2016-01-01 | 12,983 |
Number of participants with account balances | 2016-01-01 | 12,634 |
Measure | Date | Value |
---|---|---|
2017 : BAYLOR SCOTT & WHITE HEALTH 403(B) SAVINGS PLAN 2017 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2017-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets to this plan | 2017-12-31 | $0 |
Total transfer of assets from this plan | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $416,632 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $452,156 |
Expenses. Interest paid | 2017-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $86,844,107 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $33,645,911 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $33,065,199 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $97,121 |
Value of total corrective distributions | 2017-12-31 | $9,670 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $20,272,497 |
Value of total assets at end of year | 2017-12-31 | $440,342,216 |
Value of total assets at beginning of year | 2017-12-31 | $387,179,544 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $473,921 |
Total income from rents | 2017-12-31 | $0 |
Total interest from all sources | 2017-12-31 | $228,520 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $15,357,443 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $15,357,443 |
Assets. Real estate other than employer real property at end of year | 2017-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2017-12-31 | $0 |
Administrative expenses professional fees incurred | 2017-12-31 | $1,800 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2017-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2017-12-31 | $0 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
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 |
Contributions received from participants | 2017-12-31 | $20,235,464 |
Participant contributions at end of year | 2017-12-31 | $4,287,902 |
Participant contributions at beginning of year | 2017-12-31 | $6,192,238 |
Participant contributions at end of year | 2017-12-31 | $256,873 |
Participant contributions at beginning of year | 2017-12-31 | $277,604 |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $5,885,061 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $37,033 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2017-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2017-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2017-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $416,632 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $452,156 |
Other income not declared elsewhere | 2017-12-31 | $577,403 |
Administrative expenses (other) incurred | 2017-12-31 | $295,912 |
Total non interest bearing cash at end of year | 2017-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $0 |
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 |
Income. Non cash contributions | 2017-12-31 | $0 |
Value of net income/loss | 2017-12-31 | $53,198,196 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $439,925,584 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $386,727,388 |
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 |
Assets. partnership/joint venture interests at end of year | 2017-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2017-12-31 | $0 |
Investment advisory and management fees | 2017-12-31 | $176,209 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $429,912,380 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $380,709,702 |
Interest on participant loans | 2017-12-31 | $228,520 |
Income. Interest from loans (other than to participants) | 2017-12-31 | $0 |
Interest earned on other investments | 2017-12-31 | $0 |
Income. Interest from US Government securities | 2017-12-31 | $0 |
Income. Interest from corporate debt instruments | 2017-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2017-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2017-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2017-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2017-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $0 |
Asset value of US Government securities at end of year | 2017-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2017-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $50,408,244 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2017-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
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 |
Assets. Invements in employer securities at end of year | 2017-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2017-12-31 | $0 |
Assets. Value of employer real property at end of year | 2017-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2017-12-31 | $0 |
Contributions received in cash from employer | 2017-12-31 | $0 |
Employer contributions (assets) at end of year | 2017-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $0 |
Income. Dividends from preferred stock | 2017-12-31 | $0 |
Income. Dividends from common stock | 2017-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $33,065,199 |
Asset. Corporate debt instrument preferred debt at end of year | 2017-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2017-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2017-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2017-12-31 | $0 |
Contract administrator fees | 2017-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2017-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2017-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2017-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2017-12-31 | $0 |
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 |
Aggregate proceeds on sale of assets | 2017-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2017-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2017-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | BKD, LLP |
Accountancy firm EIN | 2017-12-31 | 440160260 |
2016 : BAYLOR SCOTT & WHITE HEALTH 403(B) SAVINGS PLAN 2016 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $452,156 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $45,327,499 |
Total of all expenses incurred | 2016-12-31 | $37,336,989 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $37,029,787 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $18,623,408 |
Value of total assets at end of year | 2016-12-31 | $387,179,544 |
Value of total assets at beginning of year | 2016-12-31 | $378,736,878 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $307,202 |
Total interest from all sources | 2016-12-31 | $325,000 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $8,651,572 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $8,651,572 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2016-12-31 | 0 |
Minimum employer required contribution for this plan year | 2016-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $18,423,408 |
Participant contributions at end of year | 2016-12-31 | $6,192,238 |
Participant contributions at beginning of year | 2016-12-31 | $7,684,840 |
Participant contributions at end of year | 2016-12-31 | $277,604 |
Participant contributions at beginning of year | 2016-12-31 | $224,708 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $200,000 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $452,156 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $0 |
Other income not declared elsewhere | 2016-12-31 | $37,271 |
Administrative expenses (other) incurred | 2016-12-31 | $307,202 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $7,990,510 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $386,727,388 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $378,736,878 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $380,709,702 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $370,827,330 |
Interest on participant loans | 2016-12-31 | $325,000 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $17,690,248 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $37,029,787 |
Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | BKD, LLP |
Accountancy firm EIN | 2016-12-31 | 440160260 |
2017: BAYLOR SCOTT & WHITE HEALTH 403(B) SAVINGS 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 |
2016: BAYLOR SCOTT & WHITE HEALTH 403(B) SAVINGS PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |