PlanOptica
Retirement plan

EMPLOYEES' RETIREMENT PLAN OF UNITED HEALTH SERVICES

UNITED HEALTH SERVICES HOSPITALS, INC.EIN 16-1165049Plan #001PY 2015
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33-57 HARRISON STREET - JOHNSON CITY, NY 137902143607-763-6000LinkedIn1-10 employeesmedical practice
Prospect flagsNo flags tripped

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
BRIAN KELLER
Signed 10/17/2016
(607) 763-6000
Plan administrator signer
MICHAEL MCNALLY
Signed 10/17/2016
How to read this page

Summary metrics

Total assets (EOY)
$224.8M
-8.0% from 2016
Total participants
5,070
+2.4% from 2016
Average account balance
$0
No prior year
Annual return
-2.02%
-8.52 pp from 2016

Benchmarks

See 171 peers
Peer group
Industry62 - Health Care and Social Assistance
Plan typeDefined benefit
Participants1,000-4,999
Cohort171 peers
Snapshot2015
Participant deferral / active EE
$0
median $0
Employer contribution / active EE
$5,950
median $4,018
Participation rate
0.0%
median 0.0%
Avg account balance
$0
median $14,096,330
Admin fee / account holder
$0
median $66,276
Annual return
-2.02%
median -2.02%
Overall peer rank
54th percentileavg across 6 metrics

Analytics

2015 - 2024
Total assets (EOY)
Plan-year ending balance
$249.00M
Average account balance
Total assets / participants with a balance (line 6g)
$68K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
2,340
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
$16.08M
Contributions per participant
Average employer and participant contribution per enrolled participant
$12K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+5.11%
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
BUCK CONSULTANTS, LLC1+ years
Service code 11 · EIN 13-3954297
Actuarial
$360,486
THE VANGUARD GROUP, INC.1+ years
Service code 21 · EIN 23-2811930
Bank Trustee
$191,313

Enrolled actuary

1 attachment
SB

GERALD E. HOPPER

BUCK CONSULTANTS, LLC., A XEROX CO.
Enrollment #1403618
200 BERWYN PARK, SUITE 110
BERWYN, PA 193121178
(610) 647-6400
Signed 2016-10-11

Top hat statement on fileNQDC

Filed October 13, 2014

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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

0 tripped
No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II
Admin total
$1.7M
$577 / participant
  • Investment mgmt$145K8.4%
  • Other / not subdivided$2M91.6%
% of EOY assets
0.770%
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
FUST CHARLES CHAMBERS, LLP
Auditor EIN
161226221
Audit fees
(not subdivided)
Opinion code
Disclaimer