PlanOptica
Retirement plan

LIFESPAN PHYSICIANS' RETIREMENT PLAN

LIFESPAN CORPORATIONEIN 22-2861978Plan #003PY 2015
Sign in to saveView 5500 PDF
167 POINT STREET, SUITE 2A - PROVIDENCE, RI 02903401-444-5265
Other plans on this EIN
3 filings
#002Retirement-$650.4M assets#001Retirement-$442.7M assets#004Retirement-$2.9M assets
Prospect flagsNo flags tripped

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(401) 444-5265
How to read this page

Summary metrics

Total assets (EOY)
$173.8M
-6.5% from 2016
Total participants
1,473
-0.3% from 2016
Average account balance
$136,995
-4.9% from 2016
Annual return
4.54%
-2.07 pp from 2016

Benchmarks

See 1,197 peers
Peer group
Industry62 - Health Care and Social Assistance
Plan typeDefined contribution
Participants1,000-4,999
Cohort1,197 peers
Snapshot2015
Participant deferral / active EE
$2,693
median $1,890
Employer contribution / active EE
$3,904
median $768
Participation rate
80.8%
median 72.8%
Avg account balance
$136,995
median $28,331
Admin fee / account holder
$1
median $34
Annual return
4.54%
median 0.58%
Overall peer rank
80th percentileavg across 6 metrics

Analytics

2015 - 2018
Total assets (EOY)
Plan-year ending balance
$0
Average account balance
Total assets / participants with a balance (line 6g)
$169K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
1,253
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
80.5%
Contributions (total)
Employer and participant dollars contributed each year
$8.96M
Contributions per participant
Average employer and participant contribution per enrolled participant
$9K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
-98.01%
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 3 by compensation
ProviderService typeCompensation
STRATEGIC ADVISORS, INC.1+ years
Service code 27 · EIN 04-2654524
Advisory (Plan)
$169
FIDELITY INV INST OPER COMPANY INC1+ years
Service code 64 · EIN 04-2647786
Recordkeeping Fees
$153
FIDELITY INV INST OPER COMPANY INC.1+ years
Service code 60
Sub-TA Fees
$0

Top hat statement on fileNQDC

Filed September 11, 2012 (most recent of 2 filings on file)

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 codes2G2L2M3H
Plan features
  • 2G
    Total participant-directed account plan
    Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 2L
    Code section 403(b)(1) arrangement
    Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
  • 2M
    Code section 403(b)(7) accounts
    Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
  • 3H
    Controlled group member
    Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

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

Expense breakdown

Schedule H Part II
Admin total
$2K
$2 / participant
  • Other / not subdivided$2K100.0%
% of EOY assets
0.001%
all-in expense ratio
Categories reported
0 / 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
KPMG LLP
Auditor EIN
135565207
Audit fees
(not subdivided)
Opinion code
Disclaimer