PlanOptica
Retirement plan

FCA US LLC SPFPA PENSION AGREEMENT

FCA US LLC CIMS 485-08-64EIN 27-0187394Plan #006PY 2015
Sign in to saveView 5500 PDF
1000 CHRYSLER DRIVE - AUBURN HILLS, MI 483262766248-576-5741fcausllc.comLinkedIn10001+ employeesmanagement consulting
Other plans on this EIN
8 filings
#005Retirement-$10.37B assets#004Retirement-$6.88B assets#003Retirement-$3.21B assets#032Retirement-$2.08B assets#043Retirement-$1.27B assets#038Retirement-$727.1M assets#007Retirement-$176.3M assets#065Retirement--
Prospect flagsHigh retiree %Wind-down / frozen

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(248) 576-5741
Plan administrator signer
JOSEPH HEIKKILA
Signed 10/17/2016
How to read this page

Summary metrics

Total assets (EOY)
$45.1M
No prior year
Total participants
847
No prior year
Average account balance
$0
No prior year
Annual return
-0.44%
+92.03 pp from 2016

Benchmarks

See 1,235 peers
Peer group
Industry33 - Manufacturing
Plan typeDefined benefit
Participants<25
Cohort1,235 peers
Snapshot2015
Participant deferral / active EE
$0
median $0
Employer contribution / active EE
$0
median $16,369
Participation rate
0.0%
median 0.0%
Avg account balance
$0
median $89,403
Admin fee / account holder
$0
median $432
Annual return
-0.44%
median -1.96%
Overall peer rank
67th percentileavg across 6 metrics

Analytics

Less than 3 years of history available for this plan
We'll show a chart here once at least 3 consecutive filings are on record.

Service providers

Top 2 by compensation
ProviderService typeCompensation
AON HEWITT1+ years
Service code 15
4 OVERLOOK POINT · LINCOLNSHIRE, IL 60069
Recordkeeping
$18,621
STATE STREET BANK & TRUST COMPANY1+ years
Service code 25 · EIN 04-1867445
Directed Trustee
$3,274

Enrolled actuary

1 attachment
SB

JEFFREY A. SCHRADER

MERCER
Enrollment #1407901
ONE TOWNE SQUARE, SUITE 1100
SOUTHFIELD, MI 48076
(248) 945-5594
Signed 2016-09-29

Top hat statement on fileNQDC

Filed January 31, 2024 (most recent of 2 filings on file)

Plan administrator

Plan administrator name— Sign in and upgrade to view
1000 Chrysler Drive, CIMS 485-08-78
Auburn Hills, MI 48326
Email— Sign in and upgrade to viewPhone— Sign in and upgrade to view

Plans declared (4)

  • Plan name not on file1 emp
  • Plan name not on file160 emp
  • Plan name not on file293 emp
  • Plan name not on file12 emp

Total covered: 466 employees

Open the filing PDF

Plan features & details

Pension benefit codes1B3H
Plan features
  • 1B
    Benefits are primarily flat dollar
    Benefits are primarily a flat dollar amount (including a dollar amount per year of service).
  • 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

2 tripped
  • InformationalHigh retiree %

    Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.

  • InformationalWind-down / frozen

    Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.

Expense breakdown

Schedule H Part II
Admin total
$39K
$2296 / participant
  • Contract admin$22K56.1%
  • Other / not subdivided$17K43.9%
% of EOY assets
0.087%
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
ERNST & YOUNG LLP
Auditor EIN
346565596
Audit fees
(not subdivided)
Opinion code
Disclaimer