PlanOptica
Retirement plan

HCA 401(K) PLAN

HCA INC.EIN 75-2497104Plan #004PY 2015
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ONE PARK PLAZA - NASHVILLE, TN 372020550615-344-1195
Prospect flagsLow returnsCorrective distributionsLoss discovered

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(615) 344-1195
Plan administrator signer
SABRINA RUDERER
Signed 09/28/2016
How to read this page

Summary metrics

Total assets (EOY)
$12732.1M
-9.1% from 2016
Total participants
315,157
-7.3% from 2016
Average account balance
$50,878
-3.7% from 2016
Annual return
-0.30%
-9.67 pp from 2016

Benchmarks

See 182 peers
Peer group
Industry62 - Health Care and Social Assistance
Plan typeDefined contribution
Participants>=10,000
Cohort182 peers
Snapshot2015
Participant deferral / active EE
$3,500
median $2,716
Employer contribution / active EE
$1,921
median $1,045
Participation rate
71.6%
median 71.6%
Avg account balance
$50,878
median $41,617
Admin fee / account holder
$0
median $28
Annual return
-0.30%
median 1.22%
Overall peer rank
59th percentileavg across 6 metrics

Analytics

2015 - 2024
Total assets (EOY)
Plan-year ending balance
$23.82B
Average account balance
Total assets / participants with a balance (line 6g)
$70K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
340,796
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
87.7%
Contributions (total)
Employer and participant dollars contributed each year
$1.97B
Contributions per participant
Average employer and participant contribution per enrolled participant
$6K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+13.35%
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.

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
AON HEWITT
EXTERNAL SERVICE PROVIDER
MISAPPROPRIATION OF PLAN ASSETS BY AONHEWITT EMPLOYEE. LOSS OF $2.376M DUR 2008-12 TO BE REIMBURSED BY AH
——

Top hat statement on fileNQDC

Filed October 18, 2004

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 codes2E2G2J2K2S2T3H
Plan features
  • 2E
    Profit-sharing
    Profit-sharing plan.
  • 2G
    Total participant-directed account plan
    Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 2J
    Code section 401(k) feature
    Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
  • 2K
    Code section 401(m) arrangement
    Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
  • 2S
    Automatic enrollment
    Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
  • 2T
    Default investment account
    Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
  • 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.

  • ComplianceCorrective distributions

    Plan reported corrective distributions (failed ADP/ACP testing).

  • ComplianceLoss discovered

    Plan reported the discovery of a loss from fraud or dishonesty.

Audit opinion

Schedule H Part III
Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm
ERNST & YOUNG
Auditor EIN
346565596
Audit fees
(not subdivided)
Opinion code
Unqualified