Retirement plan
CONSOLIDATED HEALTH SERVICES, INC. RETIREMENT PLAN
CATHOLIC HEALTH INITIATIVESEIN 47-0617373Plan #011PY 2015
3900 OLYMPIC BOULEVARD - SUITE 400 - ERLANGER, KY 410181099859-594-3267commonspirit.orgLinkedIn10001+ employeeshospital & health care
Other plans on this EIN
3 filingsProspect flagsLow returnsLow employer contribution
Filing contacts
From the Form 5500, federal recordPlan administrator signer
TROY LINDON
Signed 10/06/2016
Summary metrics
Total assets (EOY)
$8.8M
No prior year
Total participants
1,352
No prior year
Average account balance
$0
No prior year
Annual return
-3.56%
+102.58 pp from 2016
Benchmarks
Peer group
Industry62 - Health Care and Social Assistance
Plan typeDefined benefit
Participants250-999
Cohort237 peers
Snapshot2015
0
Participant deferral / active EE
$0
median $0
5
Employer contribution / active EE
$470
median $5,051
0
Participation rate
0.0%
median 0.0%
0
Avg account balance
$0
median $82,591
0
Admin fee / account holder
$0
median $717
18
Annual return
-3.56%
median -1.83%
Overall peer rank
12of 100
12th 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 5 by compensation
| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES1+ years Service code 15 250 EAST FIFTH STREET · CINCINNATI, OH 45202 | Recordkeeping | $51,450 |
TOWERS WATSON1+ years Service code 11 191 N WACKER DRIVE · CHICAGO, IL 60606 | Actuarial | $31,525 |
MERCER1+ years Service code 16 1225 17TH STREET · DENVER, CO 802025854 | Consulting | $14,131 |
POLSINELLI SCHUGHART PC1+ years Service code 29 161 N CLARK ST · CHICAGO, IL 606013316 | Legal | $8,205 |
ERNST & YOUNG LLP1+ years Service code 10 · EIN 34-6565596 | Accounting | $7,376 |
Enrolled actuary
1 attachment
SB
JUDY M KRUSE
TOWERS WATSON DELAWARE INC.
Enrollment #1405907
191 NORTH WACKER DRIVE
CHICAGO, IL 60606
(312) 525-2500
Signed 2016-09-28
Reportable transactions (Schedule G)
2 rows
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
| Category | Counterparty | Relationship / Terms | Address | Amount |
|---|---|---|---|---|
| Part 3 Non-exempt transaction | CONSOLIDATED HEALTH SERVICES, INC. | EMPLOYER/PLAN SPONSOR INELIGIBLE EXPENSES PAID BY THIS PLAN FOR ANOTHER PLAN | — | $18K |
| Part 3 Non-exempt transaction | CONSOLIDATED HEALTH SERVICES, INC. | EMPLOYER/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.
Plan features & details
Pension benefit codes1C1I
Plan features
- 1CCash balance or similar planA 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).
- 1IFrozen planAs 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
2 tripped
- OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
- OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
Expense breakdown
Schedule H Part II
Admin total
$262K
$277 / participant
- Other / not subdivided$262K100.0%
% of EOY assets
2.992%
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