PlanOptica
Retirement plan

DEACONESS HEALTH SYSTEM, INC. RETIREMENT PLAN

DEACONESS HEALTH SYSTEM, INC.EIN 35-1532889Plan #333PY 2016
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600 MARY STREET - EVANSVILLE, IN 47747812-450-5000deaconess.comLinkedIn5001-10000 employeeshospital & health care
Other plans on this EIN
2 filings
#010Retirement-$263.2M assets#004Retirement-$24.8M assets
Prospect flagsHigh retiree %

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(812) 450-5000
Plan administrator signer
SHERI BROWN
Signed 10/16/2017
Plan administrator entity
PENSION COMMITTEE BOARD OF DIRECTORS
EIN 351532889
How to read this page

Summary metrics

Total assets (EOY)
$202.5M
-2.1% from 2016
Total participants
4,395
+7.9% from 2016
Average account balance
$0
No prior year
Annual return
6.74%
-6.73 pp from 2016

Benchmarks

See 188 peers
Peer group
Industry62 - Health Care and Social Assistance
Plan typeDefined benefit
Participants1,000-4,999
Cohort188 peers
Snapshot2016
Participant deferral / active EE
$0
median $0
Employer contribution / active EE
$3,362
median $4,704
Participation rate
0.0%
median 0.0%
Avg account balance
$0
median $381,942,733
Admin fee / account holder
$0
median $2,655,710
Annual return
6.74%
median 6.51%
Overall peer rank
45th percentileavg across 6 metrics

Analytics

2015 - 2024
Total assets (EOY)
Plan-year ending balance
$261.96M
Average account balance
Total assets / participants with a balance (line 6g)
$68K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
2,366
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
$1.33M
Contributions per participant
Average employer and participant contribution per enrolled participant
$908
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+1.60%
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 7 by compensation
ProviderService typeCompensation
MERCER2+ years
Service code 11 · EIN 13-2834414
Actuarial
$534,867
WELLINGTON TRUST COMPANY2+ years
Service code 27 · EIN 04-2755549
Advisory (Plan)
$226,757
FIFTH THIRD BANK2+ years
Service code 21 · EIN 35-0227680
Bank Trustee
$132,455
KENNEDY CAPITAL MANAGEMENT2+ years
Service code 27
10829 OLIVE BLVD. · ST. LOUIS, MO 63141
Advisory (Plan)
$81,696
JP MORGAN ASSET MANAGEMENT2+ years
Service code 27
245 PARK AVENUE · NEW YORK, NY 10167
Advisory (Plan)
$45,495
FOURTH STREET PERFORMANCE PARTNERS1 year
Service code 27 · EIN 22-4400532
Advisory (Plan)
$25,438
BLUE & CO LLC2+ years
Service code 10 · EIN 35-1178661
Accounting
$15,211

Enrolled actuary

1 attachment
SB

STACI JAMES, FSA

MERCER
Enrollment #1706060
400 WEST MARKET STREET, SUITE 700
LOUISVILLE, KY 402023319
(502) 561-4500
Signed 2017-10-16

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 codes1A3H
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).
  • 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
  • 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
$2.3M
$958 / participant
  • Investment mgmt$512K22.4%
  • Other / not subdivided$2M77.6%
% of EOY assets
1.126%
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