Retirement plan
AMERICAN MOTORS UNION RETIREMENT INCOME PLAN
FCA US LLC CIMS 485-08-64EIN 27-0187394Plan #038PY 2015
1000 CHRYSLER DRIVE - AUBURN HILLS, MI 483262766248-576-5741fcausllc.comLinkedIn10001+ employeesmanagement consulting
Prospect flagsHigh retiree %
Filing contacts
From the Form 5500, federal recordPlan administrator signer
JOSEPH HEIKKILA
Signed 10/17/2016
Summary metrics
Total assets (EOY)
$727.1M
+3.2% from 2016
Total participants
8,360
+3.9% from 2016
Average account balance
$0
No prior year
Annual return
-0.89%
-7.27 pp from 2016
Benchmarks
Peer group
Industry33 - Manufacturing
Plan typeDefined benefit
Participants100-249
Cohort265 peers
Snapshot2015
0
Participant deferral / active EE
$0
median $0
76
Employer contribution / active EE
$1,077,954
median $3,819
0
Participation rate
0.0%
median 0.0%
0
Avg account balance
$0
median $1,219,223
0
Admin fee / account holder
$0
median $5,367
64
Annual return
-0.89%
median -1.48%
Overall peer rank
70of 100
70th percentileavg across 6 metrics
Analytics
2015 - 2023
Total assets (EOY)
Plan-year ending balance
$0
Average account balance
Total assets / participants with a balance (line 6g)
$98K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
5,925
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
$170.32M
Not enough data
1 years with contributions on file
Contributions per participant
Average employer and participant contribution per enrolled participant
$1M
Not enough data
1 years with per-participant contribution data
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
-92.04%
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 4 by compensation
| Provider | Service type | Compensation |
|---|---|---|
AON HEWITT1+ years Service code 15 4 OVERLOOK POINT · LINCOLNSHIRE, IL 60069 | Recordkeeping | $185,342 |
Service code 25 · EIN 04-1867445 | Directed Trustee | $70,238 |
FCA US LLC1+ years Service code 14 · EIN 27-0187394 | Plan Administrator | $23,023 |
HAGER STRATEGIC1+ years Service code 49 · EIN 52-1942556 | Other Services | $9,674 |
Enrolled actuary
1 attachment
SB
JAMES C. FRIES
MERCER
Enrollment #1406416
ONE TOWNE SQUARE, SUITE 1100
SOUTHFIELD, MI 48076
(248) 945-5523
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
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
Plan features & details
Pension benefit codes1B3H
Plan features
- 1BBenefits are primarily flat dollarBenefits are primarily a flat dollar amount (including a dollar amount per year of service).
- 3HControlled group memberPlan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).
Opportunity flags
1 tripped
- InformationalHigh retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Expense breakdown
Schedule H Part II
Admin total
$437K
$2766 / participant
- Contract admin$256K58.5%
- Other / not subdivided$181K41.5%
% of EOY assets
0.060%
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