PlanOptica
Retirement plan

CONSOLIDATED HEALTH SERVICES, INC. RETIREMENT PLAN

CATHOLIC HEALTH INITIATIVESEIN 47-0617373Plan #011PY 2016
Sign in to saveView 5500 PDF
3900 OLYMPIC BOULEVARD, SUITE 400 - ERLANGER, KY 410181099859-594-3267commonspirit.orgLinkedIn10001+ employeeshospital & health care
Other plans on this EIN
3 filings
#010Retirement-$2.10B assets#002Retirement-$2.08B assets#008Retirement-$24.0M 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 10/13/2017
How to read this page

Summary metrics

Total assets (EOY)
$0
No prior year
Total participants
0
No prior year
Average account balance
$0
No prior year
Annual return
-106.14%
+102.58 pp from 2016

Benchmarks

See 13,005 peers
Peer group
Industry62 - Health Care and Social Assistance
Plan typeDefined benefit
Participants<25
Cohort13,005 peers
Snapshot2016
Participant deferral / active EE
$0
median $0
Employer contribution / active EE
$0
median $23,830
Participation rate
0.0%
median 61.3%
Avg account balance
$0
median $84,669
Admin fee / account holder
$0
median $180
Annual return
-106.14%
median 4.36%
Overall peer rank
0th percentileavg across 6 metrics

Analytics

Less than 3 years of history available for this plan
We'll show a chart here once at least 3 consecutive filings are on record.

Service providers

Top 2 by compensation
ProviderService typeCompensation
HEWITT ASSOCIATES2+ years
Service code 15
250 EAST FIFTH STREET · CINCINNATI, OH 45202
Recordkeeping
$111,710
TOWERS WATSON2+ years
Service code 11
191 N. WACKER DRIVE · CHICAGO, IL 60606
Actuarial
$36,989

Enrolled actuary

1 attachment
SB

JUDY M KRUSE

TOWERS WATSON DELAWARE INC.
Enrollment #1705907
233 SOUTH WACKER DRIVE
SUITE 1800
CHICAGO, IL 60606
(312) 525-2500
Signed 2017-10-10

Reportable transactions (Schedule G)

1 row

Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.

CategoryCounterpartyRelationship / TermsAddressAmount
Part 3
Non-exempt transaction
CATHOLIC HEALTH INITIATIVES
PLAN SPONSOR
INELIGIBLE EXPENSES PAID BY THIS PLAN FOR ANOTHER PLAN
—$16K

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 codes1C1I
Plan features
  • 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.

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
$327K
  • Other / not subdivided$327K100.0%
% of EOY assets
-
all-in expense ratio
Categories reported
0 / 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
ERNST & YOUNG LLP
Auditor EIN
346565596
Audit fees
(not subdivided)
Opinion code
Disclaimer