PlanOptica
Retirement plan

EMPLOYEES' RETIREMENT PLAN OF UNITED HEALTH SERVICES

UNITED HEALTH SERVICES HOSPITALS, INC.EIN 16-1165049Plan #001PY 2017
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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 10/15/2018
(607) 763-6000
Plan administrator signer
SHERI LAMOUREUX
Signed 10/15/2018
How to read this page

Summary metrics

Total assets (EOY)
$274.1M
-8.0% from 2016
Total participants
4,780
+2.4% from 2016
Average account balance
$0
No prior year
Annual return
15.11%
-8.52 pp from 2016

Benchmarks

See 168 peers
Peer group
Industry62 - Health Care and Social Assistance
Plan typeDefined benefit
Participants1,000-4,999
Cohort168 peers
Snapshot2017
Participant deferral / active EE
$0
median $1
Employer contribution / active EE
$7,193
median $4,462
Participation rate
0.0%
median 0.0%
Avg account balance
$0
Admin fee / account holder
$0
Annual return
15.11%
median 12.92%
Overall peer rank
67th 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
THE VANGUARD GROUP, INC.3+ years
Service code 21 · EIN 23-2811930
Bank Trustee
$250,033
CONDUENT HR CONSULTING, LLC2 years
Service code 11 · EIN 13-3954297
Actuarial
$206,145

Enrolled actuary

1 attachment
SB

GERALD E. HOPPER

BUCK GLOBAL, LLC
Enrollment #1703618
200 BERWYN PARK, SUITE 110
BERWYN, PA 193121178
(610) 647-6400
Signed 2018-10-09

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 codes1A1C
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).
  • 1C
    Cash balance or similar plan
    A cash balance formula in a defined benefit plan that expresses the accrued benefit in terms more common to a defined contribution plan such as a hypothetical account balance or single sum amount (includes personal account plan pension equity plan life cycle plan and cash account plan).

Opportunity flags

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

Expense breakdown

Schedule H Part II
Admin total
$2.3M
$895 / participant
  • Investment mgmt$184K8.0%
  • Other / not subdivided$2M92.0%
% of EOY assets
0.840%
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