PlanOptica
Retirement plan

THE PENSION PLAN FOR MEMBERS OF THE MOUNT SINAI HOSPITAL PHARMACY ASSOCIATION

THE MOUNT SINAI HOSPITALEIN 13-1624096Plan #006PY 2016
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1 GUSTAVE L LEVY PLACE - NEW YORK, NY 100296500646-605-4745LinkedIn10001+ employeeshospital & health care
Other plans on this EIN
1 filing
#005Retirement-$3.23B assets
Prospect flagsLow participation

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(646) 605-4745
Plan administrator entity
THE MOUNT SINAI HOSPITAL
EIN 131624096
(212) 731-7726
How to read this page

Summary metrics

Total assets (EOY)
$18.4M
-1.8% from 2016
Total participants
134
0.0% from 2016
Average account balance
$0
No prior year
Annual return
2.73%
+0.05 pp from 2016

Benchmarks

See 874 peers
Peer group
Industry62 - Health Care and Social Assistance
Plan typeDefined benefit
Participants25-99
Cohort874 peers
Snapshot2016
Participant deferral / active EE
$0
median $0
Employer contribution / active EE
$30,000
median $9,960
Participation rate
0.0%
median 0.0%
Avg account balance
$0
median $51,513
Admin fee / account holder
$0
median $321
Annual return
2.73%
median 4.91%
Overall peer rank
37th percentileavg across 6 metrics

Analytics

2015 - 2024
Total assets (EOY)
Plan-year ending balance
$24.52M
Average account balance
Total assets / participants with a balance (line 6g)
$190K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
94
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
0.0%
Contributions (total)
Employer and participant dollars contributed each year
$1.40M
Contributions per participant
Average employer and participant contribution per enrolled participant
$40K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+2.72%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$0
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
  • Mutual / pooled
  • Stocks
  • Bonds
  • Cash
  • Real estate
  • Loans

Service providers

Top 2 by compensation
ProviderService typeCompensation
MASSMUTUAL2+ years
Service code 13 · EIN 04-1590850
1295 STATE STREET · SPRINGFIELD, MA 01111
Contract Administrator
$31,641
ACO/DCS2+ years
Service code 11 · EIN 24-4614358
3985 STEVE REYNOLDS BLVD. · NORCROSS, GA 30093
Actuarial
$13,234

Enrolled actuary

1 attachment
SB

HELAINE PROSCHANSKY

ACO/DCS
Enrollment #1704543
PO BOX 1967
WOODSTOCK, GA 30188
(904) 249-9171
Signed 2017-09-13

Top hat statement on fileNQDC

Filed November 5, 2018 (most recent of 3 filings on file)

Plan administrator

Plan administrator name— Sign in and upgrade to view
One Gustave L. Levy Place
New York, State: NY Zip Code: 10029
Email— Sign in and upgrade to viewPhone— Sign in and upgrade to view

Plans declared (1)

  • Plan name not on file1 emp
Open the filing PDF

Plan features & details

Pension benefit codes1A
Plan features
  • 1A
    Benefits are primarily pay related
    Benefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).

Opportunity flags

1 tripped
  • OpportunityLow participation

    Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II
Admin total
$45K
$997 / participant
  • Investment mgmt$32K70.5%
  • Other / not subdivided$13K29.5%
% of EOY assets
0.244%
all-in expense ratio
Categories reported
1 / 9
subdivided buckets used

Audit opinion

Schedule H Part III
Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm
WISS & COMPANY, LLC
Auditor EIN
221732349
Audit fees
(not subdivided)
Opinion code
Disclaimer