PlanOptica
Retirement plan

DEACONESS HEALTH SYSTEM, INC. TAX SHELTERED ANNUITY THRIFT PLAN

DEACONESS HEALTH SYSTEM, INC.EIN 35-1532889Plan #004PY 2018
Sign in to saveView 5500 PDF
600 MARY STREET - EVANSVILLE, IN 47747812-450-5000deaconess.comLinkedIn5001-10000 employeeshospital & health care
Other plans on this EIN
2 filings
#010Retirement-$324.1M assets#333Retirement-$203.4M assets
Prospect flagsWind-down / frozen

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(812) 450-5000
Plan administrator signer
SHERI BROWN
Signed 10/15/2019
How to read this page

Summary metrics

Total assets (EOY)
$22.7M
-0.7% from 2016
Total participants
558
-3.4% from 2016
Average account balance
$42,136
+3.5% from 2016
Annual return
-2.25%
-5.04 pp from 2016

Benchmarks

See 3,849 peers
Peer group
Industry62 - Health Care and Social Assistance
Plan typeDefined contribution
Participants250-999
Cohort3,849 peers
Snapshot2018
Participant deferral / active EE
$0
median $1,475
Employer contribution / active EE
$0
median $793
Participation rate
95.3%
median 70.7%
Avg account balance
$42,136
median $24,709
Admin fee / account holder
$2
median $66
Annual return
-2.25%
median -4.56%
Overall peer rank
80th percentileavg across 6 metrics

Analytics

2015 - 2024
Total assets (EOY)
Plan-year ending balance
$18.89M
Average account balance
Total assets / participants with a balance (line 6g)
$30K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
631
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
85.7%
Contributions (total)
Employer and participant dollars contributed each year
Not enough data
0 years with contributions on file
Contributions per participant
Average employer and participant contribution per enrolled participant
Not enough data
0 years with per-participant contribution data
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+12.00%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$25
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
FIDELITY INV INST OPS CO4+ years
Service code 37 · EIN 04-2647786
Loan Processing
$1,088
FID INV INST OPS CO4+ years
Service code 60
Sub-TA Fees
$0

Top hat statement on fileNQDC

Filed October 23, 2014 (most recent of 5 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 codes2L2M3H
Plan features
  • 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

1 tripped
  • 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
$1K
$3 / participant
  • Investment mgmt$161.4%
  • Other / not subdivided$1K98.6%
% of EOY assets
0.005%
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
BLUE & CO., LLC
Auditor EIN
351178661
Audit fees
(not subdivided)
Opinion code
Disclaimer