PlanOptica
Retirement plan

PETERBILT NASHVILLE - LOCAL 1832 UAW RETIREMENT

PACCAR, INCEIN 91-0351110Plan #030PY 2016
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P.O. BOX 1518 - BELLEVUE, WA 98009425-468-7400paccar.comLinkedIn10001+ employeesautomotive
Other plans on this EIN
2 filings
#002Retirement-$1.69B assets#001Retirement-$1.68B assets
Prospect flagsHigh retiree %Wind-down / frozen

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(425) 468-7400
Plan administrator signer
CHRIS MERVIN
Signed 09/29/2017
Plan administrator entity
JOINT BOARD OF ADMINISTRATION, PETERBILT NASHVILLE LOCAL 1832 UAW
EIN 620990367
1700 WOODBROOK STREET · DENTON, TX 76205
(940) 591-4000
How to read this page

Summary metrics

Total assets (EOY)
$120.8M
-1.2% from 2016
Total participants
983
+1.4% from 2016
Average account balance
$0
No prior year
Annual return
8.32%
-9.44 pp from 2016

Benchmarks

See 1,680 peers
Peer group
Industry33 - Manufacturing
Plan typeDefined benefit
Participants<25
Cohort1,680 peers
Snapshot2016
Participant deferral / active EE
$0
median $0
Employer contribution / active EE
$0
median $14,345
Participation rate
0.0%
median 0.0%
Avg account balance
$0
median $138,036
Admin fee / account holder
$0
median $7
Annual return
8.32%
median 3.72%
Overall peer rank
84th percentileavg across 6 metrics

Analytics

2015 - 2024
Total assets (EOY)
Plan-year ending balance
$84.30M
Average account balance
Total assets / participants with a balance (line 6g)
$100K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
847
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
Not enough data
0 years with eligibility data
Contributions (total)
Employer and participant dollars contributed each year
Not enough data
0 years with contributions on file
Contributions per participant
Average employer and participant contribution per enrolled participant
Not enough data
0 years with per-participant contribution data
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+0.80%
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 8 by compensation
ProviderService typeCompensation
FRANK RUSSELL TRUST CO2+ years
Service code 25 · EIN 91-1116938
Directed Trustee
$290,533
BRYAN, PENDLETON, SWATS, & MCALLIST2+ years
Service code 11 · EIN 62-0853448
Actuarial
$69,440
BLACKROCK FINANCIAL MANAGEMENT,INC.2+ years
Service code 28 · EIN 13-3806691
Investment Management
$41,505
MFS GLOBAL2+ years
Service code 28 · EIN 57-1187281
Investment Management
$34,628
STATE STREET CORPORATION2+ years
Service code 18 · EIN 04-1867445
Custodial (other than securities)
$22,971
PYRAMIS GLOBAL ADVISIORS TRUST CO2+ years
Service code 28 · EIN 04-3532603
Investment Management
$18,000
ERNST AND YOUNG2+ years
Service code 10 · EIN 34-6565596
Accounting
$15,000
NORTHERN TRUST INVESTMENT2+ years
Service code 28 · EIN 36-3608252
Investment Management
$5,921

Enrolled actuary

1 attachment
SB

TIMOTHY C. LAVENDER, F.S.A.

BRYAN,PENDLETON,SWATS & MCALLISTER
Enrollment #1706745
5301 VIRGINIA WAY, SUITE 400
BRENTWOOD, TN 370277542
(615) 665-5305
Signed 2017-07-20

Plan features & details

Pension benefit codes1B
Plan features
  • 1B
    Benefits are primarily flat dollar
    Benefits are primarily a flat dollar amount (including a dollar amount per year of service).

Opportunity flags

2 tripped
  • 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
$566K
  • Investment mgmt$454K80.2%
  • Other / not subdivided$112K19.8%
% of EOY assets
0.469%
all-in expense ratio
Categories reported
1 / 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