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Retirement plan

CATHOLIC HEALTH INITIATIVES RETIREMENT PLAN FOR FOR-PROFIT ENTITIES

COMMONSPIRIT HEALTHEIN 47-0617373Plan #008PY 2019
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3900 OLYMPIC BOULEVARD - ERLANGER, KY 410181099859-594-3267commonspirit.orgLinkedIn10001+ employeeshospital & health care
Other plans on this EIN
2 filings
#002Retirement-$4.52B assets#010Retirement-$2.29B assets
Prospect flagsRecently cancelled planLow returnsWind-down / frozen

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(859) 594-3267
Plan administrator signer
TROY LINDON
Signed 05/07/2020
How to read this page

Summary metrics

Total assets (EOY)
$0
-42.8% from 2016
Total participants
0
-69.1% from 2016
Average account balance
$0
No prior year
Annual return
-100.00%
-77.54 pp from 2016

Benchmarks

See 13,405 peers
Peer group
Industry62 - Health Care and Social Assistance
Plan typeDefined benefit
Participants<25
Cohort13,405 peers
Snapshot2019
Participant deferral / active EE
$0
median $0
Employer contribution / active EE
$0
median $23,834
Participation rate
0.0%
median 87.5%
Avg account balance
$0
median $112,707
Admin fee / account holder
$0
median $280
Annual return
-100.00%
median 12.54%
Overall peer rank
0th percentileavg across 6 metrics

Analytics

2015 - 2019
Total assets (EOY)
Plan-year ending balance
$0
Average account balance
Total assets / participants with a balance (line 6g)
$18K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
697
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
$24K
Contributions per participant
Average employer and participant contribution per enrolled participant
$5K
Not enough data
2 years with per-participant contribution data
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
-100.00%
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.

Top hat statement on fileNQDC

Filed June 1, 2006 (most recent of 2 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 codes1A1C1I3H
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).
  • 1C
    Cash balance or similar plan
    A cash balance formula in a defined benefit plan that expresses the accrued benefit in terms more common to a defined contribution plan such as a hypothetical account balance or single sum amount (includes personal account plan pension equity plan life cycle plan and cash account plan).
  • 1I
    Frozen plan
    As of the last day of the plan year the plan provides that no participant will get any new benefit accrual whether because of service or compensation.
  • 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

3 tripped
  • OpportunityLow returns

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

  • 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.

  • InformationalRecently cancelled plan

    Plan reported a final filing / termination within the last year.

Expense breakdown

Schedule H Part II
Admin total
$622
  • Other / not subdivided$622100.0%
% of EOY assets
-
all-in expense ratio
Categories reported
0 / 9
subdivided buckets used

Audit opinion

Schedule H Part III
No opinion code on file for this filing.
Auditor firm
(not reported)
Auditor EIN
-
Audit fees
(not subdivided)
Opinion code
-