PlanOptica
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 2021
Sign in to saveView 5500 PDF
4115 CHESAPEAKE STREET, NW - WASHINGTON, DC 200164665202-362-1000LinkedIn51-200 employeesinsurance
Other plans on this EIN
1 filing
#001Retirement-$22.46B assets
Prospect flagsHigh retiree %

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)
$39M
-12.5% from 2017
Total participants
126
-4.1% from 2017
Average account balance
$0
No prior year
Annual return
16.41%
-16.18 pp from 2017

Benchmarks

See 540 peers
Peer group
Industry52 - Finance and Insurance
Plan typeDefined benefit
Participants25-99
Cohort540 peers
Snapshot2021
Participant deferral / active EE
$1,679
median $0
Employer contribution / active EE
$22,192
median $10,321
Participation rate
0.0%
median 0.0%
Avg account balance
$0
median $163,948
Admin fee / account holder
$0
median $709
Annual return
16.41%
median 11.23%
Overall peer rank
57th 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

Providers data not reported
Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Enrolled actuary

1 attachment
SB

JONATHAN M. FELDMAN

HORIZON ACTUARIAL SERVICES, LLC
Enrollment #2006980
8601 GEORGIA AVENUE, SUITE 700
SILVER SPRING, MD 20910
(240) 247-4600
Signed 2021-10-26

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

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
$4K
$52 / participant
  • Investment mgmt$4K100.0%
% of EOY assets
0.009%
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