Retirement plan
PETERBILT NASHVILLE - LOCAL 1832 UAW RETIREMENT
PACCAR, INCEIN 91-0351110Plan #030PY 2019
Other plans on this EIN
2 filingsProspect flagsHigh retiree %Wind-down / frozen
Filing contacts
From the Form 5500, federal recordPlan administrator signer
CHRIS MERVIN
Signed 09/22/2020
Plan administrator entity
JOINT BOARD OF ADMINISTRATION, PETERBILT NASHVILLE LOCAL 1832 UAW
EIN 620990367
1700 WOODBROOK STREET · DENTON, TX 76205
(940) 591-4000Summary metrics
Total assets (EOY)
$122.7M
-1.2% from 2016
Total participants
933
+1.4% from 2016
Average account balance
$0
No prior year
Annual return
15.22%
-9.44 pp from 2016
Benchmarks
Peer group
Industry33 - Manufacturing
Plan typeDefined benefit
Participants<25
Cohort1,661 peers
Snapshot2019
0
Participant deferral / active EE
$0
median $0
0
Employer contribution / active EE
$0
median $13,678
0
Participation rate
0.0%
median 0.0%
0
Avg account balance
$0
median $79,716
0
Admin fee / account holder
$0
median $122
67
Annual return
15.22%
median 10.44%
Overall peer rank
67of 100
67th 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 4 by compensation
| Provider | Service type | Compensation |
|---|---|---|
FRANK RUSSELL TRUST CO5+ years Service code 25 · EIN 91-1116938 | Directed Trustee | $229,190 |
FINDLEY3 years Service code 11 · EIN 34-1213174 | Actuarial | $87,723 |
Service code 28 · EIN 13-3806691 | Investment Management | $42,685 |
STATE STREET CORPORATION5+ years Service code 18 · EIN 04-1867445 | Custodial (other than securities) | $16,914 |
Enrolled actuary
1 attachment
SB
TIMOTHY C. LAVENDER, F.S.A.
FINDLEY, INC
Enrollment #2006745
5301 VIRGINIA WAY, SUITE 400
BRENTWOOD, TN 370277542
(615) 665-5305
Signed 2020-09-15
Plan features & details
Pension benefit codes1B
Plan features
- 1BBenefits are primarily flat dollarBenefits 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
$460K
- Investment mgmt$350K76.1%
- Other / not subdivided$110K23.9%
% of EOY assets
0.375%
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