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Retirement plan

STAFF EMPLOYEES PENSION PLAN OF THE CPF OF THE IUOE & PART. EMPL.

BOARD OF TRUSTEES OF THE CPF OF THE IUOE & PART. EMPL.EIN 36-6052390Plan #002PY 2016
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4115 CHESAPEAKE STREET, NW - WASHINGTON, DC 200164665202-362-1000LinkedIn51-200 employeesinsurance
Other plans on this EIN
1 filing
#001Retirement-$14.27B assets
Prospect flagsHigh retiree %Low returns

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(202) 362-1000
Plan administrator entity
PENSION COMMITTEE
EIN 366052390
How to read this page

Summary metrics

Total assets (EOY)
$22.4M
-12.5% from 2017
Total participants
116
-4.1% from 2017
Average account balance
$0
No prior year
Annual return
-3.82%
-16.18 pp from 2017

Benchmarks

See 631 peers
Peer group
Industry52 - Finance and Insurance
Plan typeDefined benefit
Participants25-99
Cohort631 peers
Snapshot2016
Participant deferral / active EE
$1,072
median $0
Employer contribution / active EE
$5,845
median $8,669
Participation rate
0.0%
median 0.0%
Avg account balance
$0
median $79,438
Admin fee / account holder
$0
median $2,542
Annual return
-3.82%
median 5.86%
Overall peer rank
25th percentileavg across 6 metrics

Analytics

2016 - 2025
Total assets (EOY)
Plan-year ending balance
$44.19M
Average account balance
Total assets / participants with a balance (line 6g)
$303K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
66
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
$1.69M
Contributions per participant
Average employer and participant contribution per enrolled participant
$21K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+12.73%
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 1 by compensation
ProviderService typeCompensation
STATE STREET GLOBAL ADVISORS1+ years
Service code 18 · EIN 04-1867445
Custodial (other than securities); Cu...
$4,664

Enrolled actuary

1 attachment
SB

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
$5K
$66 / participant
  • Investment mgmt$5K100.0%
% of EOY assets
0.021%
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