PlanOptica
Retirement plan

CENTRAL PENSION FUND OF THE IUOE & PARTICIPATING EMPLOYERS

BOARD OF TRUSTEES OF THE CPF OF THE IUOE AND PARTICIPATING EMPLOYERSEIN 36-6052390Plan #001PY 2016
Sign in to saveView 5500 PDF
4115 CHESAPEAKE STREET, NW - WASHINGTON, DC 200164665202-362-1000LinkedIn51-200 employeesinsurance
Other plans on this EIN
1 filing
#002Retirement-$22.4M assets
Prospect flagsHigh retiree %Low returns

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(202) 362-1000
How to read this page

Summary metrics

Total assets (EOY)
$14272.8M
-9.5% from 2017
Total participants
233,857
+14.0% from 2017
Average account balance
$0
No prior year
Annual return
-2.03%
-13.76 pp from 2017

Benchmarks

See 46 peers
Peer group
Industry52 - Finance and Insurance
Plan typeDefined benefit
Participants>=10,000
Cohort46 peers
Snapshot2016
Participant deferral / active EE
$0
median $0
Employer contribution / active EE
$8,474
median $6,902
Participation rate
0.0%
median 0.0%
Avg account balance
$0
median $40,289
Admin fee / account holder
$0
median $312
Annual return
-2.03%
median 7.07%
Overall peer rank
24th percentileavg across 6 metrics

Analytics

2016 - 2025
Total assets (EOY)
Plan-year ending balance
$27.44B
Average account balance
Total assets / participants with a balance (line 6g)
$118K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
128,792
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
$1.25B
Contributions per participant
Average employer and participant contribution per enrolled participant
$12K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+11.35%
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 10 of 50 by compensation
ProviderService typeCompensation
WALTER SCOTT & PARTNERS LIMITED1+ years
Service code 28 · EIN 98-0465834
Investment Management
$2,188,134
SOUTHEASTERN ASSET MANAGEMENT1+ years
Service code 28 · EIN 62-0951781
Investment Management
$2,028,229
LOOMIS, SAYLES & COMPANY1+ years
Service code 28 · EIN 04-0320030
Investment Management
$1,670,488
DOUBLELINE CAPITAL LP1+ years
Service code 28 · EIN 30-0596331
Investment Management
$1,466,786
TEMPLETON/SIERRA INVESTMENT PARTNER1+ years
Service code 51 · EIN 94-3385113
Investment Mgmt Fees
$1,429,087
AON HEWITT1+ years
Service code 27 · EIN 36-3109421
Advisory (Plan)
$1,134,959
CAREFIRST BLUE CROSS BLUE SHIELD1+ years
Service code 23 · EIN 53-0078070
Insurance services
$1,068,218
ROBECO BOSTON PARTNERS1+ years
Service code 28 · EIN 13-3959209
Investment Management
$1,014,294
MERGANSER CAPITAL MANAGEMENT1+ years
Service code 28 · EIN 46-3651540
Investment Management
$849,875
ACADIAN ASSET MANAGEMENT LLC1+ years
Service code 28 · EIN 04-2929221
Investment Management
$830,095

Enrolled actuary

1 attachment
MB

JONATHAN M. FELDMAN

HORIZON ACTUARIAL SERVICES, LLC
Enrollment #1406980
8601 GEORGIA AVENUE, SUITE 700
SILVER SPRING, MD 20910
(240) 247-4600
Signed 2016-10-28

Top hat statement on fileNQDC

Filed December 16, 1994

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 codes1A
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).

Opportunity flags

2 tripped
  • OpportunityLow returns

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

  • 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
$33.9M
$361 / participant
  • Investment mgmt$17M49.5%
  • Other / not subdivided$17M50.5%
% of EOY assets
0.238%
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
CALIBRE CPA GROUP, PLLC
Auditor EIN
470900880
Audit fees
(not subdivided)
Opinion code
Unqualified