Scott and White Health Plan: Form 990 2021

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(1) Robert A Probe MD...................................................................... Director/Vice Chair	1.00 ................. 40.00	X	X			0	673,380	36,976
(2) Lyndon L Olson Jr...................................................................... Director/Chair	1.00 ................. 1.00	X	X			0	0	0
(3) Louis S Casey Jr...................................................................... Director/Treasurer	1.00 ................. 2.00	X	X			0	0	0
(4) Phil Adams...................................................................... Director	1.00 ................. 1.00	X				0	0	0
(5) Brandon S Fryar...................................................................... Director	1.00 ................. 1.00	X				0	0	0
(6) Carl King...................................................................... Director	1.00 ................. 1.00	X				0	0	0
(7) Terry Maness...................................................................... Director	1.00 ................. 2.00	X				0	0	0
(8) Steve R Youso...................................................................... Director	1.00 ................. 1.00	X				0	0	0
(9) Donald R Grobowsky...................................................................... Director	1.00 ................. 2.00	X				0	0	0
(10) Jeffrey Ingrum...................................................................... President/CEO	40.00 ................. 0.00		X			1,199,294	0	306,206
(11) Stephen Bush...................................................................... Treasurer/SVP CFO	40.00 ................. 0.00		X			555,802	0	143,934
(12) Jennifer Brown...................................................................... Secretary	1.00 ................. 40.00		X			0	1,333,684	336,254
(13) Swaminathan Ramalingam MD...................................................................... SVP CMO	40.00 ................. 0.00			X		645,109	0	98,197
(14) Victor Richey...................................................................... SVP COO	40.00 ................. 0.00			X		539,480	0	75,969
(15) David R Krauss MD...................................................................... Medical Director	40.00 ................. 0.00				X	302,511	0	17,227
(16) Susan Balezentis DO...................................................................... Medical Director	40.00 ................. 40.00				X	92,822	152,064	17,731
(17) Ira Bell MD...................................................................... Medical Director	40.00 ................. 40.00				X	94,582	147,699	26,640

(A) Name and business address	(B) Description of services	(C) Compensation
UnitedHealth Group (dba Optum Rx) PO Box 88765 Los Angeles,CA900888765	PBM	178,980,019
Scott & White Memorial Hospital 301 N Washington Avenue Dallas,TX75246	Medical services	151,945,045
Scott & White Clinic 301 N Washington Avenue Dallas,TX75246	Medical services	68,986,207
Scott & White Hospital - Round Rock 301 N Washington Avenue Dallas,TX75246	Medical services	35,488,241
Baylor Health Enterprises LP 301 N Washington Avenue Dallas,TX75246	Pharmacy	32,325,302
2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 294

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet

Attach to Form 990.
SchDMd Bullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2021

Open to Public Inspection

Name of the organization

Scott and White Health Plan

Employer identification number

74-2052197

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ........

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet

Number of states where property subject to conservation easement is located SchDMd Bullet

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.

If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenue included on Form 990, Part VIII, line 1 ......................... SchDMd Bullet

(ii)

Assets included in Form 990, Part X ............................... SchDMd Bullet

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... SchDMd Bullet

Assets included in Form 990, Part X ............................... SchDMd Bullet

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2021

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....

Part V

Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.

		(a) Current year	(b) Prior year	(c) Two years back	(d) Three years back	(e) Four years back

1a	Beginning of year balance ....
b	Contributions ...
c	Net investment earnings, gains, and losses
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...
f	Administrative expenses ....
g	End of year balance ......

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment SchDMd Bullet

Permanent endowment SchDMd Bullet

Term endowment SchDMd Bullet

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .................

3a(i)

(ii) Related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b) Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land .....	1,681,496		1,681,496
b	Buildings ....	17,520,232	5,645,199	11,875,033
c	Leasehold improvements
d	Equipment ....
e	Other .....
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				13,556,529

Schedule D (Form 990) 2021

Page 3

Part VII

Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b) Book value	(c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives.........
(2) Closely-held equity interests........
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

Part VIII

Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value
(1)ICSW equity	57,636,380	F
(2)Health Plan Alliance equity	368,552	F
(3)Scott & White Care Plans equity	107,719,026	F
(4)SHA, L.L.C. equity	100,501,849	F
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)	266,225,807

Part IX

Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

Part X

Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	180,191,513
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) 2021

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......			1	763,955,459
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ............	2d	-1,065,574
e	Add lines 2a through 2d .....................			2e	-1,065,574
3	Subtract line 2e from line 1..................			3	765,021,033
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a	164,006
b	Other (Describe in Part XIII.) ...........	4b	54,511,318
c	Add lines 4a and 4b....................			4c	54,675,324
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	819,696,357

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........			1	734,660,571
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ............	2d	-67,976,616
e	Add lines 2a through 2d....................			2e	-67,976,616
3	Subtract line 2e from line 1...................			3	802,637,187
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a	164,006
b	Other (Describe in Part XIII.) ............	4b	1,574,911
c	Add lines 4a and 4b.....................			4c	1,738,917
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	804,376,104

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference	Explanation
Part XI, Line 2d - Other Adjustments:	Depreciation -509,341. Rent 509,341. Shared savings -1,065,574.
Part XI, Line 4b - Other Adjustments:	PBM 1,990,123. TPA fee 66,710,066. Affiliate income -14,188,871.
Part XII, Line 2d - Other Adjustments:	Self-insurance liability reserve 214,232. TPA fee -66,710,066. PBM -1,990,123. Rent 509,341.
Part XII, Line 4b - Other Adjustments:	Depreciation 509,341. Rounding -4. Shared savings 1,065,574.

Schedule D (Form 990) 2021

Additional Data

Software ID:
Software Version:

- TIN:

Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet

Attach to Form 990.
SchJMediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2021

Open to Public Inspection

Name of the organization

Scott and White Health Plan

Employer identification number

74-2052197

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....

Yes

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....

Yes

Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:

Receive a severance payment or change-of-control payment? .............

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Yes

Participate in, or receive payment from, an equity-based compensation arrangement? .........

If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.

Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

The organization? ....................

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

The organization? ..................

Any related organization? ......................

If "Yes," on line 6a or 6b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Yes

Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) 2021

Page 2

Part II

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.

For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.

(A) Name and Title		(B) Breakdown of W-2, 1099-MISC compensation, and/or 1099-NEC			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation in column (B) reported as deferred on prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1Jennifer Brown Secretary	(i) (ii)	0 ------------- 660,133	0 ------------- 634,569	0 ------------- 38,982	0 ------------- 322,328	0 ------------- 13,926	0 ------------- 1,669,938	0 ------------- 72,174
2Jeffrey Ingrum President/CEO	(i) (ii)	596,765 ------------- 0	560,703 ------------- 0	41,826 ------------- 0	277,067 ------------- 0	29,139 ------------- 0	1,505,500 ------------- 0	142,939 ------------- 0
3Swaminathan Ramalingam MD SVP CMO	(i) (ii)	452,928 ------------- 0	161,894 ------------- 0	30,287 ------------- 0	75,268 ------------- 0	22,929 ------------- 0	743,306 ------------- 0	0 ------------- 0
4Robert A Probe MD Director/Vice Chair	(i) (ii)	0 ------------- 457,654	0 ------------- 179,712	0 ------------- 36,014	0 ------------- 14,500	0 ------------- 22,476	0 ------------- 710,356	0 ------------- 175,376
5Stephen Bush Treasurer/SVP CFO	(i) (ii)	350,831 ------------- 0	182,448 ------------- 0	22,523 ------------- 0	115,095 ------------- 0	28,839 ------------- 0	699,736 ------------- 0	0 ------------- 0
6Victor Richey SVP COO	(i) (ii)	366,974 ------------- 0	133,323 ------------- 0	39,183 ------------- 0	64,335 ------------- 0	11,634 ------------- 0	615,449 ------------- 0	0 ------------- 0
7David R Krauss MD Medical Director	(i) (ii)	271,227 ------------- 0	0 ------------- 0	31,284 ------------- 0	14,500 ------------- 0	2,727 ------------- 0	319,738 ------------- 0	0 ------------- 0
8Leonardo Gutierrez VP Operations	(i) (ii)	81,476 ------------- 127,993	50,476 ------------- 0	181 ------------- 282	4,228 ------------- 6,646	5,137 ------------- 8,194	141,498 ------------- 143,115	0 ------------- 0
9Jason Tipton VP Network Development	(i) (ii)	191,270 ------------- 0	48,187 ------------- 0	271 ------------- 0	9,995 ------------- 0	24,256 ------------- 0	273,979 ------------- 0	0 ------------- 0
10Ira Bell MD Medical Director	(i) (ii)	91,618 ------------- 146,588	0 ------------- 0	2,964 ------------- 1,111	2,837 ------------- 4,539	7,409 ------------- 11,855	104,828 ------------- 164,093	0 ------------- 0
11Susan Balezentis DO Medical Director	(i) (ii)	92,619 ------------- 151,740	0 ------------- 0	203 ------------- 324	6,904 ------------- 7,637	1,227 ------------- 1,963	100,953 ------------- 161,664	0 ------------- 0

Schedule J (Form 990) 2021

Page 3

Part III

Supplemental Information

Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.

Return Reference	Explanation
Part I, Line 1a	Tax indemnification and gross up payments - The organization provides tax indemnification where the Baylor Scott & White Holdings CEO, CFO or COO determines there is justification to reimburse an individual for the tax impact on certain taxable, non-cash benefits provided to them. All tax indemnification payments provided are treated as taxable compensation. Two of the persons listed in the Form 990, Part VII, Section A, received this benefit during the tax year. Discretionary spending account - The organization provides eligible employees certain monthly expense allowances in lieu of reimbursement for actual expenses under the organization's business travel and expense reimbursement policy. This may include providing an auto expense allowance for business mileage for those who travel frequently in their personal vehicle or a cell phone allowance for individuals who are required to use their mobile phone for business purposes. All expense allowances are treated as taxable compensation. Two of the persons listed in the Form 990, Part VII, Section A, received these benefits during the tax year.
Part I, Line 3	Process for determining compensation: The organization, a controlled affiliate of BSW Holdings, recognizes that those chosen to lead the organization are vital to its ongoing success and growth. Thus, it must attract, retain and engage the highest quality officers and key employees to lead the organization and help the organization maintain its national reputation for achieving high targets for medical quality, patient safety, and patient satisfaction. A significant portion of the organization's officers and key employees' total compensation is based on significant performance achievements. This strategy places a greater emphasis on the importance of the organization achieving targeted improvements in the areas of people, quality, patient satisfaction and financial stewardship, annually. Total executive compensation is part of an integrated talent management strategy developed by the BSW Holdings Board of Trustees and its Compensation Committee to attract, motivate, and retain the best leadership resources for the organization. Executive compensation is determined pursuant to guidelines outlined in the intermediate sanction rules under IRC Section 4958 including taking steps to meet the rebuttable presumption standard of reasonableness under Treasury Regulation 53.4958-6, as summarized below. When making compensation decisions, the organization compares itself to similarly-sized, and structured businesses including other integrated health care service systems and other similarly-sized organizations, both locally and nationally. Each year the BSW Holdings Board of Trustees and the Compensation Committee, on behalf of the organization through reserved powers held by BSW Holdings, works directly with an independent compensation expert(s) to identify reasonable and competitive market rates as well as provide an annual review of the total compensation of the organization's top management officials and other officers and key employees to ensure total compensation is within a fair market range. The annual review included management reviewing all officers and key employees listed on the Form 990 during the current tax year. Any individual whose direct compensation exceeded the projected compensation from prior year, any new individual whose position has not been reviewed by the Compensation Committee during the prior 2 years, or any individual whose responsibilities or scope of operations expanded during the current year were reviewed by the Compensation Committee during the current tax year. The Compensation Committee is made up of members of the BSW Holdings Board of Trustees, who are independent, community volunteers. Guided by the information provided by the independent compensation expert(s), the Compensation Committee approves the annual process and methodology for setting fair market salary ranges, earned incentives, and/or benefit offerings for the organization's President, other officers and/or key employees to be comparable to similar organizations for similar services and/or positions. Furthermore, the Compensation Committee is charged with the responsibility of reviewing annually the major elements of the executive compensation program to assure designs remain consistent with the business needs, market practices, and compensation philosophy. As part of the decision making process, the Compensation Committee will often meet in executive session to discuss and review recommendations made by the independent compensation expert(s). No officer or key employee whose compensation is being reviewed is present during these discussions. All decisions are properly documented in the minutes of the meetings.
Part I, Line 4b	Supplemental Nonqualified Retirement Plan: In order to recruit and retain key talent, BSW Holdings and certain tax exempt affiliates (BSWH) offers a supplemental non-qualified retirement plan to eligible employees. The plan provides an annual benefit (based on a percentage of compensation) to the employee that is paid to the employee on a future date upon vesting in the plan. The following individual(s) participated in and/or received payments (noted in parenthesis) from BSWH's supplemental non-qualified retirement plan during the tax year: David R. Krauss, M.D., Ira Bell, M.D., Jeffrey Ingrum, Jennifer Brown, Robert A. Probe, M.D., Stephen Bush, Susan Balezentis, D.O., Swaminathan Ramalingam, M.D., and Victor Richey.
Part I, Line 7	The organization has adopted and implemented BSW Holdings', the organization's ultimate parent, Annual Incentive Program to provide a market competitive total cash compensation incentive program that is designed to attract and retain key leaders and establish greater individual accountability and alignment to business performance. Payout targets are based upon a percentage of base pay and are developed by independent third party expert(s) using comparable market competitive data within the bounds of reasonableness and that are reviewed and approved by BSW Holdings' governing body. Payout levels are based upon a combination of system, entity, and individual performance using various metrics related to quality, patient satisfaction, employee retention, and financial stewardship. BSW Holdings' governing body may approve modifications to annual incentive awards provided under the program consistent with market comparability data.

Schedule J (Form 990) 2021

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet

Attach to Form 990 or 990-EZ.
MediumBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2021

Open to Public
Inspection

Name of the organization

Scott and White Health Plan

Employer identification number

74-2052197

Return Reference	Explanation
Form 990, Part VI, Section A, line 6	Members or stockholders: The organization is a Texas nonprofit organization in which Baylor Scott & White Holdings (BSW Holdings), a tax exempt, Texas nonprofit corporation, is the sole member.
Form 990, Part VI, Section A, line 7a	Election of members of governing body by members, stockholders, or other persons: BSW Holdings, a tax exempt, Texas nonprofit corporation is the parent entity of the organization. BSW Holdings has control and substantial reserved powers over the organization, including those to elect and remove the governing body of the organization. The BSW Holdings' Board of Trustees is comprised of a majority of independent community representatives that provide leadership and governance to BSW Holdings and its affiliated tax exempt entities, including the filing organization, to ensure it is meeting its charitable purpose.
Form 990, Part VI, Section A, line 7b	Governing body decisions subject to approval: All rights and powers were reserved to the organization's parent, BSW Holdings, except only those rights and powers expressly set forth in the bylaws, required by state or federal law, or to meet the requirements and standards promulgated by joint commission. For example, BSW Holdings' substantial reserved rights and powers include, without limitation, approval of the organization's articles of incorporation and bylaws and amendments thereto, appointment and removal of members of the organization's governing body, approval of dissolutions and mergers, and other similar decisions over the organization. The BSW Holdings' Board of Trustees is comprised of a majority of independent community representatives that provide leadership and governance to BSW Holdings and its affiliated tax exempt entities, including the filing organization, to ensure it is meeting its charitable purpose.
Form 990, Part VI, Section B, line 11b	Process used to review the Form 990: The Form 990 is prepared and reviewed by the BSWH tax department. During the return preparation process the tax department works with other functional areas including finance, accounting, treasury, legal, human resources, and corporate compliance for advice, information and assistance to prepare a complete and accurate return. Upon completion, the Form 990 is reviewed by the organization's President, financial officer and/or other key officers. A complete final copy of the return is provided to the organization's governing body prior to filing with the IRS.
Form 990, Part VI, Section B, line 12c	Process used to monitor and enforce compliance with the organization's conflict of interest policy: Persons with an actual or perceived ability to influence the organization have the duty to disclose annually and otherwise promptly as potential conflicts are identified, any familial, professional or financial relationships with entities or individuals that do, or seek to do business with the organization or that compete with the organization. These individuals include the organization's officers, governing body, management, physicians with administrative services agreements, employed physicians and other key personnel who interact with outside organizations or businesses on behalf of the organization. The BSW Holdings Board of Trustees Audit and Compliance Committee and the BSW Holdings Corporate Compliance Committee review all relevant disclosures submitted by these individuals to determine whether a conflict of interest exists and to determine an appropriate resolution, if necessary. Any individual with a perceived or potential conflict is prohibited from voting or participating in the decision making process regarding such transaction with that individual.
Form 990, Part VI, Section B, line 15	Process for determining compensation: The organization, a controlled affiliate of BSW Holdings, recognizes that those chosen to lead the organization are vital to its ongoing success and growth. Thus, it must attract, retain and engage the highest quality officers and key employees to lead the organization and help the organization maintain its national reputation for achieving high targets for medical quality, patient safety, and patient satisfaction. A significant portion of the organization's officers and key employees' total compensation is based on significant performance achievements. This strategy places a greater emphasis on the importance of the organization achieving targeted improvements in the areas of people, quality, patient satisfaction and financial stewardship, annually. Total executive compensation is part of an integrated talent management strategy developed by the BSW Holdings Board of Trustees and its Compensation Committee to attract, motivate, and retain the best leadership resources for the organization. Executive compensation is determined pursuant to guidelines outlined in the intermediate sanction rules under IRC Section 4958 including taking steps to meet the rebuttable presumption standard of reasonableness under Treasury Regulation 53.4958-6, as summarized below. When making compensation decisions, the organization compares itself to similarly-sized, and structured businesses including other integrated health care service systems and other similarly-sized organizations, both locally and nationally. Each year the BSW Holdings Board of Trustees and the Compensation Committee, on behalf of the organization through reserved powers held by BSW Holdings, works directly with an independent compensation expert(s) to identify reasonable and competitive market rates as well as provide an annual review of the total compensation of the organization's top management officials and other officers and key employees to ensure total compensation is within a fair market range. The annual review included management reviewing all officers and key employees listed on the Form 990 during the current tax year. Any individual whose direct compensation exceeded the projected compensation from prior year, any new individual whose position has not been reviewed by the Compensation Committee during the prior 2 years, or any individual whose responsibilities or scope of operations expanded during the current year were reviewed by the Compensation Committee during the current tax year. The Compensation Committee is made up of members of the BSW Holdings Board of Trustees, who are independent, community volunteers. Guided by the information provided by the independent compensation expert(s), the Compensation Committee approves the annual process and methodology for setting fair market salary ranges, earned incentives, and/or benefit offerings for the organization's President, other officers and/or key employees to be comparable to similar organizations for similar services and/or positions. Furthermore, the Compensation Committee is charged with the responsibility of reviewing annually the major elements of the executive compensation program to assure designs remain consistent with the business needs, market practices, and compensation philosophy. As part of the decision making process, the Compensation Committee will often meet in executive session to discuss and review recommendations made by the independent compensation expert(s). No officer or key employee whose compensation is being reviewed is present during these discussions. All decisions are properly documented in the minutes of the meetings.
Form 990, Part VI, Section C, line 19	Process for making governing documents, conflict of interest policy, & financial statements available to the public: The organization's articles of incorporation and amendments thereto are made available to the public by the filing of those documents with the Texas Secretary of State. Also, the organization's financial statements are made available through NAIC (National Association of Insurance Commissioners) and the Texas Department of Insurance upon request. The organization's other governing documents and conflicts of interest policy are not made available to the public.
Form 990, Part XI, line 9:	Self insurance liability reserve -214,232. Changes in Unassigned Surplus -2,386,536. Amortization -2,333,644. Investment to SAP Value 2,739,071.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990) 2021

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBullet

Attach to Form 990.
MediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2021

Open to Public Inspection

Name of the organization

Scott and White Health Plan

Employer identification number

74-2052197

Part I

Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.

(a) Name, address, and EIN (if applicable) of disregarded entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Total income	(e) End-of-year assets	(f) Direct controlling entity

Part II

Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	(g) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	Yes	No
(1)All Saints Health Foundation 301 N Washington Ave Dallas,TX75246 75-1947007	Fundraising	TX	501(c)(3)	Line 7	Baylor All Saints Medical Center	Yes
(2)Baylor All Saints Medical Center 301 N Washington Ave Dallas,TX75246 75-1008430	Hospital	TX	501(c)(3)	Line 3	Baylor Health Care System	Yes
(3)Baylor Health Care System 301 N Washington Ave Dallas,TX75246 75-1812652	Management Services	TX	501(c)(3)	Line 12b, II	Baylor Scott & White Holdings	Yes
(4)Baylor Health Care System Employee Benefit Trust 301 N Washington Ave Dallas,TX75246 75-1848557	VEBA	TX	501(c)(9)		Baylor Health Care System	Yes
(5)Baylor Health Care System Foundation 301 N Washington Ave Dallas,TX75246 75-1606705	Fundraising	TX	501(c)(3)	Line 7	Baylor Health Care System	Yes
(6)Baylor Institute for Rehabilitation at Gaston Episcopal Hospital 301 N Washington Ave Dallas,TX75246 75-1037226	Rehabilitation Hospital	TX	501(c)(3)	Line 3	Baylor Health Care System	Yes
(7)Baylor Medical Center at Carrollton 301 N Washington Ave Dallas,TX75246 45-4510252	Hospital	TX	501(c)(3)	Line 3	Baylor Health Care System	Yes
(8)Baylor Medical Center at Irving 301 N Washington Ave Dallas,TX75246 75-2586857	Hospital	TX	501(c)(3)	Line 3	Baylor Health Care System	Yes
(9)Baylor Medical Center at Waxahachie 301 N Washington Ave Dallas,TX75246 75-1844139	Hospital	TX	501(c)(3)	Line 3	Baylor Health Care System	Yes
(10)Baylor Medical Centers at Garland and McKinney 301 N Washington Ave Dallas,TX75246 75-1037591	Hospital	TX	501(c)(3)	Line 3	Baylor Health Care System	Yes
(11)Baylor Regional Medical Center at Grapevine 301 N Washington Ave Dallas,TX75246 75-1777119	Hospital	TX	501(c)(3)	Line 3	Baylor Health Care System	Yes
(12)Baylor Regional Medical Center at Plano 301 N Washington Ave Dallas,TX75246 82-0551704	Hospital	TX	501(c)(3)	Line 3	Baylor Health Care System	Yes
(13)Baylor Research Institute 301 N Washington Ave Dallas,TX75246 75-1921898	Research	TX	501(c)(3)	Line 4	Baylor Health Care System	Yes
(14)Baylor Scott & White Health 301 N Washington Ave Dallas,TX75246 46-3131350	Management Services	TX	501(c)(3)	Line 12b, II	Baylor Scott & White Holdings	Yes
(15)Baylor Scott & White Holdings 301 N Washington Ave Dallas,TX75246 46-3130985	Parent	TX	501(c)(3)	Line 12b, II	N/A		No
(16)Baylor Scott & White Medical Center - Centennial 301 N Washington Ave Dallas,TX75246 82-4052186	Hospital	TX	501(c)(3)	Line 3	Baylor Health Care System	Yes
(17)Baylor Scott & White Medical Centers - Capitol Area 301 N Washington Ave Dallas,TX75246 81-3040663	Hospital	TX	501(c)(3)	Line 3	Baylor Scott & White Health	Yes
(18)Baylor University Medical Center 301 N Washington Ave Dallas,TX75246 75-1837454	Hospital	TX	501(c)(3)	Line 3	Baylor Health Care System	Yes
(19)Century Integrated Partners Inc 301 N Washington Ave Dallas,TX75246 81-0872075	Physician Services/Emergency Care	TX	501(c)(3)	Line 3	Baylor University Medical Center	Yes
(20)HealthTexas Provider Network 301 N Washington Ave Dallas,TX75246 75-2536818	Physician Services	TX	501(c)(3)	Line 3	Baylor Health Care System	Yes
(21)Hillcrest Baptist Medical Center 301 N Washington Ave Dallas,TX75246 74-1161944	Hospital	TX	501(c)(3)	Line 3	Scott & White Memorial Hospital	Yes
(22)Hillcrest Family Health Center 301 N Washington Ave Dallas,TX75246 74-2730350	Physician Services	TX	501(c)(3)	Line 12a, I	Hillcrest Baptist Medical Center	Yes
(23)Hillcrest Physician Services 301 N Washington Ave Dallas,TX75246 74-2967081	Physician Services	TX	501(c)(3)	Line 12a, I	Hillcrest Baptist Medical Center	Yes
(24)Irving Healthcare Foundation 301 N Washington Ave Dallas,TX75246 75-1570933	Fundraising	TX	501(c)(3)	Line 7	Baylor Medical Center at Irving	Yes
(25)Scott & White Care Plans 301 N Washington Ave Dallas,TX75246 82-2794853	HMO	TX	501(c)(4)		Scott & White Health Plan	Yes
(26)Scott & White Clinic 301 N Washington Ave Dallas,TX75246 74-2958277	Physician Services	TX	501(c)(3)	Line 10	Scott & White Healthcare	Yes
(27)Scott & White Continuing Care Hospital 301 N Washington Ave Dallas,TX75246 20-2850920	Long Term Acute Care Hospital	TX	501(c)(3)	Line 3	Scott & White Healthcare	Yes
(28)Scott & White EMS Inc 301 N Washington Ave Dallas,TX75246 75-3242749	Emergency Transport	TX	501(c)(3)	Line 10	Scott & White Memorial Hospital	Yes
(29)Scott & White Foundation-Brenham 301 N Washington Ave Dallas,TX75246 74-2460815	Fundraising	TX	501(c)(3)	Line 7	Scott & White Hospital-Brenham	Yes
(30)Scott & White Healthcare 301 N Washington Ave Dallas,TX75246 26-4532547	Management Services	TX	501(c)(3)	Line 12b, II	Baylor Scott & White Holdings	Yes
(31)Scott & White Healthcare Foundation 301 N Washington Ave Dallas,TX75246 27-3513154	Fundraising	TX	501(c)(3)	Line 7	Scott & White Healthcare	Yes
(32)Scott & White Hospital-Brenham 301 N Washington Ave Dallas,TX75246 74-2519752	Hospital	TX	501(c)(3)	Line 3	Scott & White Healthcare	Yes
(33)Scott & White Hospital-College Station 301 N Washington Ave Dallas,TX75246 27-4434451	Hospital	TX	501(c)(3)	Line 3	Scott & White Healthcare	Yes
(34)Scott & White Hospital-Marble Falls 301 N Washington Ave Dallas,TX75246 46-4007700	Hospital	TX	501(c)(3)	Line 3	Scott & White Healthcare	Yes
(35)Scott & White Hospital-Round Rock 301 N Washington Ave Dallas,TX75246 20-3749695	Hospital	TX	501(c)(3)	Line 3	Scott & White Healthcare	Yes
(36)Scott & White Hospital-Taylor 301 N Washington Ave Dallas,TX75246 74-1595711	Hospital	TX	501(c)(3)	Line 3	Scott & White Healthcare	Yes
(37)Scott & White Memorial Hospital 301 N Washington Ave Dallas,TX75246 74-1166904	Hospital	TX	501(c)(3)	Line 3	Scott & White Healthcare	Yes
(38)Southern Sector Health Initiative 301 N Washington Ave Dallas,TX75246 26-3087442	Diabetes Health & Wellness Center	TX	501(c)(3)	Line 12a, I	Baylor University Medical Center	Yes
(39)Lake Pointe Operating Company LLC 301 N Washington Ave Dallas,TX75246 26-0194016	Hospital	TX	501(c)(3)	Line 3	Baylor Health Care System	Yes

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

Schedule R (Form 990) 2021

Page 2

Part III

Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership
(1) Arlington Ortho & Spine Hospital LLC 15305 Dallas Parkway Suite 1600 Addison,TX75001 26-1578178	Hospital	TX	N/A				No			No
(2) Baylor Affiliated Services LLC 301 N Washington Ave Dallas,TX75246 26-0614730	Benefit Plans	TX	N/A				No			No
(3) Baylor Heart and Vascular Center LLP 301 N Washington Ave Dallas,TX75246 75-2834135	Specialty Hospital	TX	N/A				No			No
(4) Baylor Surgicare at Baylor Plano LLC 15305 Dallas Parkway Suite 1600 Addison,TX75001 81-3127185	Ambulatory Surgery Center	TX	N/A				No			No
(5) Baylor Surgicare at Blue Star LLC 15305 Dallas Parkway Suite 1600 Addison,TX75001 81-4638201	Ambulatory Surgery Center	TX	N/A				No			No
(6) Baylor Surgicare at Ennis LLC 15305 Dallas Parkway Suite 1600 Addison,TX75001 27-4202856	Ambulatory Surgery Center	TX	N/A				No			No
(7) Baylor Surgicare at Granbury LLC 15305 Dallas Parkway Suite 1600 Addison,TX75001 26-3896477	Ambulatory Surgery Center	TX	N/A				No			No
(8) Baylor Surgicare at Mansfield LLC 15305 Dallas Parkway Suite 1600 Addison,TX75001 27-1835675	Ambulatory Surgery Center	TX	N/A				No			No
(9) Baylor Surgicare at North Dallas LLC 15305 Dallas Parkway Suite 1600 Addison,TX75001 75-2900902	Ambulatory Surgery Center	TX	N/A				No			No
(10) Baylor Surgicare at Plano Parkway LLC 15305 Dallas Parkway Suite 1600 Addison,TX75001 27-4282604	Ambulatory Surgery Center	TX	N/A				No			No
(11) Baylor Surgicare at Plano LLC 15305 Dallas Parkway Suite 1600 Addison,TX75001 26-0308454	Ambulatory Surgery Center	TX	N/A				No			No
(12) Bellaire Outpatient Surgery Center LLP 15305 Dallas Parkway Suite 1600 Addison,TX75001 56-2297308	Ambulatory Surgery Center	TX	N/A				No			No
(13) BIR JV LLP 4714 Gettysburg Rd Mechanicsburg,PA17055 27-4586141	Rehabilitation Hospitals	TX	N/A				No			No
(14) Blue Stone Frisco JV LLP 1431 Perrone Way Franklin,TN37069 81-2480586	Outpatient Imaging Centers	TX	N/A				No			No
(15) Blue Stone JV LLP 1431 Perrone Way Franklin,TN37069 47-4798129	Outpatient Imaging Centers	TX	N/A				No			No
(16) BT East Dallas JV LLP 301 N Washington Ave Dallas,TX75246 47-5119983	Former Hospital/Wind Down	TX	N/A				No			No
(17) BT Garland JV LLP 301 N Washington Ave Dallas,TX75246 47-5009342	Former Hospital/Wind Down	TX	N/A				No			No
(18) BTDI JV LLP 1431 Perrone Way Franklin,TN37069 46-2908086	Outpatient Imaging Centers	TX	N/A				No			No
(19) Centennial ASC LLC 15305 Dallas Parkway Suite 1600 Addison,TX75001 35-2199232	Ambulatory Surgery Center	TX	N/A				No			No
(20) Dallas Surgical Partners LLC 15305 Dallas Parkway Suite 1600 Addison,TX75001 72-2183815	Ambulatory Surgery Center	TX	N/A				No			No
(21) Denton Surgicare Partners Ltd 15305 Dallas Parkway Suite 1600 Addison,TX75001 75-2708579	Ambulatory Surgery Center	TX	N/A				No			No
(22) Desoto Surgicare Partners Ltd 15305 Dallas Parkway Suite 1600 Addison,TX75001 75-2592508	Ambulatory Surgery Center	TX	N/A				No			No
(23) EBD JV LLP 8686 New Trails Dr Suite 100 The Woodlands,TX77381 45-5434614	Free Standing Emergency Hospitals	TX	N/A				No			No
(24) Frisco Medical Center LLP 15305 Dallas Parkway Suite 1600 Addison,TX75001 75-2865177	Hospital	TX	N/A				No			No
(25) Ft Worth Surgicare Partners Ltd 15305 Dallas Parkway Suite 1600 Addison,TX75001 75-2658178	Hospital	TX	N/A				No			No
(26) Garland Surgicare Partners Ltd 15305 Dallas Parkway Suite 1600 Addison,TX75001 75-2764855	Ambulatory Surgery Center	TX	N/A				No			No
(27) Grapevine Surgicare Partners Ltd 15305 Dallas Parkway Suite 1600 Addison,TX75001 75-2854711	Ambulatory Surgery Center	TX	N/A				No			No
(28) HealthTexas Provider Network-Gastro Serv LLP 301 N Washington Ave Dallas,TX75246 73-1697736	Ambulatory Surgery Center	TX	N/A				No			No
(29) Heritage Park Surgical Hospital LLC 15305 Dallas Parkway Suite 1600 Addison,TX75001 61-1762781	Hospital	TX	N/A				No			No
(30) Irving Coppell Surgical Hospital LLP 15305 Dallas Parkway Suite 1600 Addison,TX75001 54-2086863	Hospital	TX	N/A				No			No
(31) Lewisville Surgicare Partners Ltd 15305 Dallas Parkway Suite 1600 Addison,TX75001 75-2862263	Ambulatory Surgery Center	TX	N/A				No			No
(32) Lone Star Endoscopy Center LLC 15305 Dallas Parkway Suite 1600 Addison,TX75001 27-3635726	Ambulatory Surgery Center	TX	N/A				No			No
(33) MEDCO Construction LLC 301 N Washington Ave Dallas,TX75246 20-5965871	Construction	TX	N/A				No			No
(34) Metrocrest Surgery Center LP 15305 Dallas Parkway Suite 1600 Addison,TX75001 03-0380493	Ambulatory Surgery Center	TX	N/A				No			No
(35) Metroplex Surgicare Partners Ltd 15305 Dallas Parkway Suite 1600 Addison,TX75001 75-2567179	Ambulatory Surgery Center	TX	N/A				No			No
(36) MSH Partners LLC 15305 Dallas Parkway Suite 1600 Addison,TX75001 75-2829613	Hospital	TX	N/A				No			No
(37) North Central Surgical Center LLP 15305 Dallas Parkway Suite 1600 Addison,TX75001 20-1508140	Hospital	TX	N/A				No			No
(38) North Garland Surgery Center LLP 15305 Dallas Parkway Suite 1600 Addison,TX75001 56-2399993	Ambulatory Surgery Center	TX	N/A				No			No
(39) Park Cities Surgery Center LLC 15305 Dallas Parkway Suite 1600 Addison,TX75001 56-2357079	Ambulatory Surgery Center	TX	N/A				No			No
(40) Physicians Surgical Center of Ft Worth LLP 15305 Dallas Parkway Suite 1600 Addison,TX75001 20-8303422	Ambulatory Surgery Center	TX	N/A				No			No
(41) Rockwall Ambulatory Surgery Center LLP 15305 Dallas Parkway Suite 1600 Addison,TX75001 20-5506447	Ambulatory Surgery Center	TX	N/A				No			No
(42) Specialty Surgery Center of Fort Worth LP 15305 Dallas Parkway Suite 1600 Addison,TX75001 20-1942281	Inactive	TX	N/A				No			No
(43) Surgery Center of Richardson Phys Pship LP 15305 Dallas Parkway Suite 1600 Addison,TX75001 20-0606781	Inactive	TX	N/A				No			No
(44) Texas Endoscopy Center LLC 15305 Dallas Parkway Suite 1600 Addison,TX75001 47-0985876	Ambulatory Surgery Center	TX	N/A				No			No
(45) Texas Health Venture Group LLC 15305 Dallas Parkway Suite 1600 Addison,TX75001 75-2696845	Holds interests in ASCs/ Short Stay Hospitals	TX	N/A				No			No
(46) Texas Heart Hospital of the Southwest LLP 301 N Washington Ave Dallas,TX75246 41-2101361	Specialty Hospital	TX	N/A				No			No
(47) Texas Regional Medical Center LLC 15305 Dallas Parkway Suite 1600 Addison,TX75001 51-0570864	Hospital	TX	N/A				No			No
(48) Texas Spine and Joint Hospital LLC 15305 Dallas Parkway Suite 1600 Addison,TX75001 75-2951355	Hospital	TX	N/A				No			No
(49) THVG Bariatric LLC 15305 Dallas Parkway Suite 1600 Addison,TX75001 38-3894636	Holds interests in Ambulatory Surgery Centers	TX	N/A				No			No
(50) Trophy Club Medical Center LP 15305 Dallas Parkway Suite 1600 Addison,TX75001 48-1260190	Hospital	TX	N/A				No			No
(51) Tuscan Surgery Center at Las Colinas LLC 15305 Dallas Parkway Suite 1600 Addison,TX75001 27-3578014	Ambulatory Surgery Center	TX	N/A				No			No
(52) University Surgical Partners of Dallas LLP 15305 Dallas Pkwy Suite 1600 Addison,TX75001 55-0823809	Ambulatory Surgery Center	TX	N/A				No			No
(53) Gateway Diagnostic JV LLC 1431 Perrone Way Franklin,TX37069 87-0891986	Outpatient Imaging Centers	TX	N/A				No			No
(54) Bear Creek Surgery Center LLC 14201 Dallas Parkway Dallas,TX75254 46-5530768	Ambulatory Surgery Center	TX	N/A				No			No
(55) SurgCenter of Plano LLC 14201 Dallas Parkway Dallas,TX75254 46-2873916	Ambulatory Surgery Center	TX	N/A				No			No
(56) Surgicare at Weatherford LLC 14201 Dallas Parkway Dallas,TX75254 86-2430796	Ambulatory Surgery Center	TX	N/A				No			No

Part IV

Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	(i) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	Yes	No
(1) Baylor All Saints Med Cntr at Ft Worth Condo Owners Assoc Inc 301 N Washington Ave Dallas,TX75246 26-1661900	Condo Association	TX	N/A	C				Yes
(2) Baylor Health Enterprises LP 301 N Washington Ave Dallas,TX75246 75-1997378	Fitness Center/Pharmacy	TX	N/A	C				Yes
(3) Baylor Health Network Inc 301 N Washington Ave Dallas,TX75246 75-2463251	Health Care Consulting Services	TX	N/A	C				Yes
(4) Baylor Med Ctr at Grapevine Condo Owners Association Inc 301 N Washington Ave Dallas,TX75246 75-2747555	Condo Association	TX	N/A	C				Yes
(5) Baylor Quality Health Care Alliance LLC 301 N Washington Ave Dallas,TX75246 45-4015863	ACO	TX	N/A	C				Yes
(6) BMP Incorporated 301 N Washington Ave Dallas,TX75246 75-1436779	Post Office	TX	N/A	C				Yes
(7) BUMCRoberts Condominium Owners Association Inc 301 N Washington Ave Dallas,TX75246 75-2897806	Condo Association	TX	N/A	C				Yes
(8) Charitable Remainder Trust (51)	Investment	TX	N/A	T					No
(9) Charitable Lead Trust (3)	Investment	TX	N/A	T					No
(10) Hillcrest Health Holdings Inc 301 N Washington Ave Dallas,TX75246 74-2793367	Inactive	TX	N/A	C				Yes
(11) Baylor Scott & White Insurance Company 301 N Washington Ave Dallas,TX75246 74-3092083	Insurance	TX	Scott & White Health Plan	C	-8,809,818	74,951,349	100.000 %	Yes
(12) Baylor Scott & White Assurance SPC 23 Lime Tree Bay Grand Cayman CJ 98-0589956	Investment	CJ	N/A	C				Yes
(13) APN 15305 Dallas Parkway Suite 1600 Addison,TX75001 32-0416211	Inactive	TX	N/A	C				Yes
(14) Spine & Joint Physician Associates 15305 Dallas Parkway Suite 1600 Addison,TX75001 47-3135825	Inactive	TX	N/A	C				Yes
(15) SHA LLC 301 N Washington Ave Dallas,TX75246 75-2569094	HMO	TX	Scott & White Health Plan	C	-6,208,221	151,579,974	100.000 %	Yes
(16) Southwest Life & Health Insurance Company 301 N Washington Ave Dallas,TX75246 75-1085046	Insurance	TX	N/A	C				Yes

Schedule R (Form 990) 2021

Page 3

Part V

Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.

Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.

Yes

1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?

a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................

b Gift, grant, or capital contribution to related organization(s) ............................

c Gift, grant, or capital contribution from related organization(s) ............................

d Loans or loan guarantees to or for related organization(s) ............................

e Loans or loan guarantees by related organization(s) ............................

f Dividends from related organization(s) ............................

g Sale of assets to related organization(s) ............................

h Purchase of assets from related organization(s) ............................

i Exchange of assets with related organization(s) ............................

j Lease of facilities, equipment, or other assets to related organization(s) .......................

k Lease of facilities, equipment, or other assets from related organization(s) ......................

Yes

l Performance of services or membership or fundraising solicitations for related organization(s) .....................

Yes

m Performance of services or membership or fundraising solicitations by related organization(s) .................

Yes

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................

o Sharing of paid employees with related organization(s) ............................

p Reimbursement paid to related organization(s) for expenses ............................

q Reimbursement paid by related organization(s) for expenses ............................

r Other transfer of cash or property to related organization(s) ............................

Yes

s Other transfer of cash or property from related organization(s) ............................

If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.

(a) Name of related organization	(b) Transaction type (a-s)	(c) Amount involved	(d) Method of determining amount involved
(1) Baylor All Saints Medical Center	M	792,214	General Ledger
(2) Baylor Health Care System Employee Benefit Trust	L	13,561,356	General Ledger
(3) Baylor Health Enterprises LP	M	32,325,302	General Ledger
(4) Baylor Heart and Vascular Center LLP	M	1,602,342	General Ledger
(5) Baylor Medical Center at Waxahachie	M	1,569,394	General Ledger
(6) Baylor Medical Centers at Garland and McKinney	M	1,290,385	General Ledger
(7) Baylor Quality Health Care Alliance LLC	M	226,029	General Ledger
(8) Baylor Regional Medical Center at Grapevine	M	536,911	General Ledger
(9) Baylor Regional Medical Center at Plano	M	709,914	General Ledger
(10) Baylor Scott & White Health	K	4,253,000	General Ledger
(11) Baylor Scott & White Health	M	17,618,845	General Ledger
(12) Baylor Scott & White Medical Centers - Capitol Area	M	3,455,771	General Ledger
(13) Baylor University Medical Center	M	6,905,318	General Ledger
(14) Baylor University Medical Center	R	214,232	General Ledger
(15) BIR JV LLP	M	4,805,345	General Ledger
(16) BTDI JV LLP	M	933,012	General Ledger
(17) Century Integrated Partners Inc	M	1,773,639	General Ledger
(18) Frisco Medical Center LLP	M	467,026	General Ledger
(19) Health Texas Provider Network	M	3,662,967	General Ledger
(20) Hillcrest Baptist Medical Center	M	31,431,800	General Ledger
(21) Hillcrest Family Health Center	M	1,807,426	General Ledger
(22) Hillcrest Physician Services	M	2,197,202	General Ledger
(23) Baylor Scott & White Insurance Company of Scott & White	L	5,071,555	General Ledger
(24) MSH Partners LLP	M	395,828	General Ledger
(25) Scott & White Care Plans	L	17,969,002	General Ledger
(26) Scott & White Clinic	M	68,986,207	General Ledger
(27) Scott & White Continuing Care Hospital	M	2,803,699	General Ledger
(28) Scott & White EMS Inc	M	337,998	General Ledger
(29) Scott & White Hospital - Brenham	M	2,111,837	General Ledger
(30) Scott & White Hospital - College Station	M	27,806,640	General Ledger
(31) Scott & White Hospital - Marble Falls	M	9,140,428	General Ledger
(32) Scott & White Hospital - Round Rock	M	35,488,241	General Ledger
(33) Scott & White Hospital - Taylor	M	3,431,637	General Ledger
(34) Scott & White Memorial Hospital	L	387,380	General Ledger
(35) Scott & White Memorial Hospital	M	151,945,045	General Ledger
(36) SHA LLC	L	8,542,088	General Ledger
(37) Texas Heart Hospital of the Southwest LLP	M	377,680	General Ledger
(38) Arlington Orthopedic and Spine Hospital	M	133,258	General Ledger
(39) Baylor Medical Center at Irving	M	482,721	General Ledger
(40) Baylor Scott & White Medical Center - Centennial	M	600,616	General Ledger
(41) Lake Poine Operating Company LLC	M	533,378	General Ledger
(42) North Central Surgical Center LLP	M	178,496	General Ledger
(43) Texas Regional Medical Center LLC	M	53,737	General Ledger
(44) Tuscan Surgery Center at Los Colinas LLC	M	219,402	General Ledger
(45) Fort Worth Surgicare Partners Ltd	M	121,669	General Ledger
(46) EBD JV LLP	M	87,356	General Ledger
(47) Baylor Scott & White Health	L	5,385,795	General Ledger
(48) Blue Stone JV LLP	M	83,614	General Ledger

Schedule R (Form 990) 2021

Page 4

Part VI

Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.

Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.

(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(e) Are all partners section 501(c)(3) organizations?		(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership

Schedule R (Form 990) 2021

Page 5

Part VII

Supplemental Information

Provide additional information for responses to questions on Schedule R. See instructions.

Return Reference	Explanation

Schedule R (Form 990) 2021

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: Scott and White Health Plan, dba Baylor Scott & White Health Plan (SWHP) is part of Baylor Scott & White Health (BSWH). BSWH is a Texas nonprofit, faith-based organization that provides patient care, medical education, medical research and other community services to the residents of North and Central Texas. SWHP started operations in January 1982 as a nonprofit Health Maintenance Organization making available a comprehensive health plan providing quality care with dignity and respect to its members. SWHP's service area, with its subsidiary health plans, encompasses 171 counties and provides coverage to more than 400,000 enrollees in North, Central and West Texas.SWHP continues to introduce new health plans, technology and services to meet the needs of enrollees, employers, and the community. It currently offers individual and family plans, insured and self-funded plans for small and large employers, Medicare Advantage and Prescription Drug plans, and Medicaid plan.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	9
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	8
5	Total number of individuals employed in calendar year 2021 (Part V, line 2a) ......	5	949
6	Total number of volunteers (estimate if necessary) .............	6	8
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	847,912
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b	337,762

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	0	0
9	Program service revenue (Part VIII, line 2g) .........	747,723,907	815,519,789
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	4,034,471	4,176,568
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	0	0
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	751,758,378	819,696,357
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	0	0
14	Benefits paid to or for members (Part IX, column (A), line 4).....	0	0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	49,137,696	56,943,349
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	563,195,862	747,432,755
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	612,333,558	804,376,104
19	Revenue less expenses. Subtract line 18 from line 12.......	139,424,820	15,320,253
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	592,849,819	666,008,689
21	Total liabilities (Part X, line 26).............	178,514,786	237,245,239
22	Net assets or fund balances. Subtract line 21 from line 20.....	414,335,033	428,763,450

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 785,352,128 including grants of $ ) (Revenue $ 815,519,789 )
	See Schedule OSWHP and its affiliated health plans make available a wide variety of health benefit plans to individuals and employer groups. It participates in government public programs to make coverage available to Medicaid and Medicare Advantage participants, and through the Marketplace in Texas. As part of SWHP's purpose, it is focused on enrollee satisfaction and the quality of the coverage it provides. SWHP is accredited by the National Committee for Quality Assurance (NCQA) for both its commercial HMO and Medicaid plans. Since 2019, SWHP Commercial HMO plan has achieved a NCQA Plan rating of 3.0. Additionally, a 2022 US News and World Report named SWHP as one of the best insurance companies for Medicare Advantage. This report uses data from the CMS' annual star ranking of health plans, where SWHP HMO earned an overall 4.5 out of 5 stars rating in 2021. Furthermore, SWHP consistently has one of the highest HMO plan ratings in Texas for its Healthcare Effectiveness Data and Information Set (HEDIS) scores, exceeding national and Texas averages for Chlamydia Screening, Persistence of Beta Blocker Treatment, Cholesterol Management, HbA1c Testing, Diabetic Eye Exam Screening, and Prenatal Care since Measurement Year 2021. SWHP has demonstrated a commitment to the health and well-being of not only its enrollees but the community as a whole through a number of directed programs of varying purpose Some of these programs are designed to engage enrollees in their own care or encourage a healthy lifestyle. Other programs offer support and help coordinate the delivery of care at the right place, the right time, and from the right provider, especially for those enrollees with complex or chronic care issues. Finally, SWHP offers wellness programs designed to create wellness and awareness, identify social determinants of health and to benefit the entire community. A sampling of the programs that it offers to enrollees and the community at large are:The Wellness Assessment: The Wellness Assessment is a free SWHP online tool available to enrollees through its vendor, WebMD. Through a series of questions concerning family health history, personal health history, substance abuse, stress/coping, physical activity and nutrition, an assessment is produced with advice to help that individual make healthier choices. Enrollees can access other educational and self-management tools thru WebMD. WondrWondr is an online weight management and weight loss program available to enrollees in commercial plans. The quarterly program is designed for enrollees to participate with others to establish accountability goals and support, while individually tracking weight loss or management goals. Expecting the Best, Maternity Case Management Program:SWHP has developed and offers its Expecting the Best Maternity Program. This program is offered to all enrolled members who are pregnant and provides health screening, education, care coordination, perinatal/postpartum depression interventions, and telephonic case management support, with the goal of helping to improve health outcomes for at-risk pregnant women and neonates. Comprehensive Medical and Behavioral Health Case Management Program:SWHP offers a comprehensive case management program to help enrollees receive needed care, services, equipment, and medications. Licensed nurses and social workers work with enrollees and their providers to help achieve desired health outcomes by assisting with care coordination and condition management. Case managers also assess enrollees for possible social determinant of health barriers they may be experiencing and refer those individuals to community programs and resources. Baby Showers:SWHP offers pregnant women enrolled in its Medicaid product a virtual baby shower. The baby shower program provides educational information on pregnancy, parenting and health information, and other resources to help bridge social determinate of health gaps. Incentives of nominal value are provided to enrollees to attend the virtual program and receive prenatal care. Value-Added Services for Medicaid Enrollees:SWHP offers or makes available to enrollees in its Medicaid product a variety of health education programs and incentives to obtain preventative care. Examples of incentives include gift cards of nominal value, vision exams for adults, eyewear allowances, basic dental services for pregnant women, behavioral health resources, and transportation assistance. Step-Up, Scale-Down:For enrollees in its Medicaid product, SWHP offers Step Up, Scale Down. Step Up, Scale Down is a 12-week program featuring nutrition and exercise education. Each week a different topic is featured, including such topics as goal setting, reading nutrition labels, meal planning, and starting or stepping up an exercise program. The classes are taught by nurses and wellness professionals with expertise in exercise and nutrition. Employee Contributions:Employees of SWHP are encouraged to participate in community events sponsored by not-for-profit charitable organizations that help raise funds and awareness for social issues impacting the community. Examples include past community events that have been sponsored by the United Way, Food for Families, Project Apple Tree, McLane Children's Bereavement Committee, and March of Dimes.Involvement with Community Organizations:SWHP employees have associated and participate on or with community organization boards and coalitions. Past examples of charitable and community organizations that employees have worked with include but are not limited to, the Nurse-Family Partnership, Health Babies Coalition, City of Temple Mayor's Council on Fitness, and Safe Kids Mid-Texas. Walk with a Doc:Walk with a Doc is a community walking event in Temple, Texas, that provides an opportunity for individuals of all ages to increase their physical activity to help improve health and well-being. SWHP partners with Baylor Scott & White Health physicians in Temple, Texas to offer these community events.SWHP Community Events Sponsorship:SWHP collaborates with various community organizations to co-sponsor events throughout its service area in Texas. The events are available to all in the community, including enrollees, and cover a broad range of interests, such as health fairs, 5K/10K/Half Marathon races, and concert series.Community Wellness Events:SWHP provides free health education and materials of various topics to the public at a variety of health fair events throughout its service area.Community Hubs:SWHP works with community organizations to help connect enrollees to services for non-medical needs such as, financial assistance for rent and utilities, food banks, and basic needs assistance.

4b	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4c	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses785,352,128

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)		(D) Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and title
(18) Leonardo Gutierrez........................................................................ VP Operations	40.00 .......................40.00	X	132,133	128,275	24,205
(19) Jason Tipton........................................................................ VP Network Development	40.00 .......................0.00	X	239,728	0	34,251

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	3,801,461	2,435,102	1,117,590

1a	Federated campaigns..	1a
b	Membership dues..	1b
c	Fundraising events..	1c
d	Related organizations	1d
e	Government grants (contributions)	1e

f	All other contributions, gifts, grants, and similar amounts not included above	1f

g	Noncash contributions included in lines 1a - 1f:$	1g

h Total. Add lines 1a-1f.......

		Business Code
2a	HMO	524114	761,008,471	761,008,471
b	TPA Fee	524292	66,710,066	65,961,911	748,155
c	PBM	524292	1,990,123	1,908,617	81,506
d	Affiliate Income	524114	-14,188,871	-14,207,122	18,251
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		815,519,789

3 Investment income (including dividends, interest, and othersimilar amounts) ......			1,798,970			1,798,970
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
		(ii) Personal	(i) Real
6a	Gross rents			6a
b	Less: rental expenses			6b
c	Rental income or (loss)			6c
d	Net rental income or (loss).......
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory		65,628,569	7a
b	Less: cost or other basis and sales expenses		63,250,971	7b
c	Gain or (loss)		2,377,598	7c
d	Net gain or (loss).........			2,377,598			2,377,598
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a
b	Less: direct expenses ...		8b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..
Business Code			Miscellaneous Revenue
11a
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......
12	Total revenue. See instructions.....			819,696,357	814,671,877	847,912	4,176,568

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......
5	Compensation of current officers, directors, trustees, and key employees ...........	3,375,921		3,375,921
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........
7	Other salaries and wages........	41,897,525	36,109,868	5,787,657
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	1,514,151	1,293,744	220,407
9	Other employee benefits .......	6,873,003	5,824,419	1,048,584
10	Payroll taxes ...........	3,282,749	2,811,887	470,862
11	Fees for services (non-employees):
a	Management ......
b	Legal .........	76,034		76,034
c	Accounting ...........	427,692		427,692
d	Lobbying ...........	95,492		95,492
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	31,792,862	26,983,725	4,809,137
12	Advertising and promotion ....	1,600,751	1,600,611	140
13	Office expenses .......	4,236,463	4,090,427	146,036
14	Information technology ......	20,501,571	19,768,847	732,724
15	Royalties ..
16	Occupancy ...........	1,237,388	1,105,761	131,627
17	Travel ............	27,171	23,369	3,802
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	13,342	9,524	3,818
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..
23	Insurance ...	101,928		101,928
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	Medical expense	664,611,781	664,611,781
b	Premium tax	11,509,779	11,509,779
c	Claims expense	6,045,137	6,039,370	5,767
d	Liquidated damages	1,213,524	1,213,524
e	All other expenses	3,941,840	2,355,492	1,586,348
25	Total functional expenses. Add lines 1 through 24e	804,376,104	785,352,128	19,023,976	0
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........				1
2	Savings and temporary cash investments .........			85,909,250	2	176,835,811
3	Pledges and grants receivable, net ......				3
4	Accounts receivable, net .............			55,095,081	4	76,617,569
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
					5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
					6
7	Notes and loans receivable, net ...........				7
8	Inventories for sale or use ............				8
9	Prepaid expenses and deferred charges ......				9
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	19,201,728
b	Less: accumulated depreciation	10b	5,645,199	14,065,870	10c	13,556,529
11	Investments—publicly traded securities .			139,826,093	11	132,375,976
12	Investments—other securities. See Part IV, line 11 .....				12
13	Investments—program-related. See Part IV, line 11 ..			282,680,369	13	266,225,807
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........			15,273,156	15	396,997
16	Total assets. Add lines 1 through 15 (must equal line 33)...			592,849,819	16	666,008,689

17	Accounts payable and accrued expenses .....	31,670,666	17	51,818,780
18	Grants payable ...		18
19	Deferred revenue .........	2,276,588	19	5,234,946
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D	144,567,532	25	180,191,513
26	Total liabilities. Add lines 17 through 25..	178,514,786	26	237,245,239

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........		27
28	Net assets with donor restrictions ...........		28
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....	0	29	0
30	Paid-in or capital surplus, or land, building or equipment fund ...	0	30	0
31	Retained earnings, endowment, accumulated income, or other funds	414,335,033	31	428,763,450
32	Total net assets or fund balances ...........	414,335,033	32	428,763,450
33	Total liabilities and net assets/fund balances ........	592,849,819	33	666,008,689

Scott and White Health Plan — Form 990, tax year 2021