PlanOptica
Retirement plan

PENSION PLAN OF NORTH CAROLINA BAPTIST HOSPITAL

NORTH CAROLINA BAPTIST HOSPITALEIN 56-0552787Plan #001PY 2017
Sign in to saveView 5500 PDF
MEDICAL CENTER BOULEVARD - WINSTON-SALEM, NC 271571185336-716-4717LinkedIn11-50 employeescosmetics
Prospect flagsHigh retiree %Low returnsWind-down / frozen

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(336) 716-4717
How to read this page

Summary metrics

Total assets (EOY)
$341.4M
+9.6% from 2016
Total participants
7,309
+12.3% from 2016
Average account balance
$0
No prior year
Annual return
8.26%
+2.47 pp from 2016

Benchmarks

See 168 peers
Peer group
Industry62 - Health Care and Social Assistance
Plan typeDefined benefit
Participants1,000-4,999
Cohort168 peers
Snapshot2017
Participant deferral / active EE
$0
median $1
Employer contribution / active EE
$0
median $4,462
Participation rate
0.0%
median 0.0%
Avg account balance
$0
Admin fee / account holder
$0
Annual return
8.26%
median 12.92%
Overall peer rank
8th percentileavg across 6 metrics

Analytics

2015 - 2024
Total assets (EOY)
Plan-year ending balance
$334.90M
Average account balance
Total assets / participants with a balance (line 6g)
$50K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
4,791
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
$4.34M
Contributions per participant
Average employer and participant contribution per enrolled participant
$2K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+6.81%
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 5 by compensation
ProviderService typeCompensation
STATE STREET3+ years
Service code 18 · EIN 04-1867445
Custodial (securities); Direct paymen...
$908,357
AON CONSULTING3+ years
Service code 10 · EIN 23-2293237
Accounting
$705,608
PAVILION CONSULTING1 year
Service code 18
227 W MONROE ST. · CHICAGO, IL 60606
Custodial (other than securities); Di...
$116,379
SLOCUM CONSULTING3+ years
Service code 18 · EIN 41-1567437
Custodial (other than securities); In...
$75,524
HIGHLAND CONSULTING1 year
Service code 17
159 CROCKER PARK BLVD · CLEVELAND, OH 44145
Pension Consulting
$30,510

Enrolled actuary

1 attachment
SB

MITZI E. MCLEAN, F.S.A.

AON CONSULTING, INC.
Enrollment #1707184
POST OFFICE BOX 66
WINSTON-SALEM, NC 271020066
(336) 748-1120
Signed 2018-08-29

Top hat statement on fileNQDC

Filed April 9, 2007 (most recent of 3 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 codes1A1I3H
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).
  • 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.

  • InformationalHigh retiree %

    Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.

  • 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.

Expense breakdown

Schedule H Part II
Admin total
$4.1M
$1236 / participant
  • Other / not subdivided$4M100.0%
% of EOY assets
1.198%
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
BUTLER & BURKE LLP
Auditor EIN
561138530
Audit fees
(not subdivided)
Opinion code
Disclaimer