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Retirement plan

PREMIER HEALTH PARTNERS EMPLOYEES RETIREMENT PLAN

PREMIER HEALTHEIN 31-1446699Plan #001PY 2015
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110 N. MAIN STREET, SUITE 200 - DAYTON, OH 45402937-499-5437premierhealth.comLinkedIn10001+ employeeshospital & health care
Other plans on this EIN
2 filings
#002Retirement-$252.0M assets#003Retirement-$38.0M assets
Prospect flagsLow returns

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(937) 499-5437
Plan administrator signer
BARBARA JOHNSON
Signed 10/11/2016
Plan administrator entity
BARBARA A JOHNSON SYSTEM VP CHIEF HR OFFICER
EIN 311446699
How to read this page

Summary metrics

Total assets (EOY)
$617.6M
-3.0% from 2016
Total participants
17,168
-2.0% from 2016
Average account balance
$0
No prior year
Annual return
-4.64%
-9.18 pp from 2016

Benchmarks

See 30 peers
Peer group
Industry62 - Health Care and Social Assistance
Plan typeDefined benefit
Participants>=10,000
Cohort30 peers
Snapshot2015
Participant deferral / active EE
$0
median $79
Employer contribution / active EE
$19,622
median $4,628
Participation rate
0.0%
median 0.0%
Avg account balance
$0
median $47,522
Admin fee / account holder
$0
median $275
Annual return
-4.64%
median -1.09%
Overall peer rank
47th percentileavg across 6 metrics

Analytics

2015 - 2024
Total assets (EOY)
Plan-year ending balance
$415.26M
Average account balance
Total assets / participants with a balance (line 6g)
$28K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
5,057
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
$25.00M
Contributions per participant
Average employer and participant contribution per enrolled participant
$3K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+0.21%
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 9 by compensation
ProviderService typeCompensation
HEWITT ASSOCIATES LLC1+ years
Service code 11 · EIN 36-2235791
Actuarial
$1,520,845
WELLINGTON INC1+ years
Service code 28 · EIN 04-2243432
Investment Management
$435,273
STANDISH1+ years
Service code 28
1 BOSTON PLAZA 5400 · BOSTON, MA 02108
Investment Management
$426,162
JEFFERY SLOCUM AND ASSOCIATES1+ years
Service code 17 · EIN 41-1567437
Pension Consulting
$193,745
STATE STREET BANK & TRUST1+ years
Service code 25 · EIN 31-1040228
Directed Trustee
$149,627
PLANTE & MORAN PLLC1+ years
Service code 10 · EIN 38-1357951
Accounting
$39,300
FROST BROWN TODD LLC1+ years
Service code 29 · EIN 61-0722001
Legal
$24,844
VERITAS DOCUMENT SOLUTIONS LLC1+ years
Service code 38 · EIN 20-0107082
Participant Communication
$13,263
THINK PATENTED1+ years
Service code 49
2490 CROSSPOINTE DRIVE · MIAMISBURG, OH 45342
Other Services
$9,395

Enrolled actuary

1 attachment
SB

JASON M. BRAVO

HEWITT ASSOCIATES LLC
Enrollment #1405569
5005 ROCKSIDE ROAD
INDEPENDENCE, OH 44131
(216) 573-9700
Signed 2016-09-14

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

1 tripped
  • OpportunityLow returns

    Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II
Admin total
$7.0M
$637 / participant
  • Investment mgmt$874K12.4%
  • Other / not subdivided$6M87.6%
% of EOY assets
1.140%
all-in expense ratio
Categories reported
1 / 9
subdivided buckets used

Audit opinion

Schedule H Part III
Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm
CLARK, SCHAEFER, HACKETT & CO.
Auditor EIN
310800053
Audit fees
(not subdivided)
Opinion code
Unqualified