Retirement plan

CONTINENTAL GRAPHICS EMPLOYEE PENSION PLAN

THE BOEING CO. AND CONSOLIDATED SUBSIDIARIESEIN 91-0425694Plan #003PY 2020
P.O. BOX 3707 M/C 6X7-04 - SEATTLE, WA 981242207866-473-2016
Prospect flagsNo flags tripped

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(866) 473-2016
Plan administrator signer
HEATHER HAYNES-O'BRIEN
Signed 09/10/2021
Plan administrator entity
EMPLOYEE BENEFIT PLANS COMMITTEE
EIN 582405861
100 N. RIVERSIDE PLAZA ยท CHICAGO, IL 606061596
(312) 544-2297

Summary metrics

Total assets (EOY)
$93.7M
+6.5% from 2021
Total participants
900
+4.7% from 2021
Average account balance
$0
No prior year
Annual return
15.86%
+10.19 pp from 2021

Benchmarks

Peer group
Industry33 - Manufacturing
Plan typeDefined benefit
Participants250-999
Cohort249 peers
Snapshot2020
Participant deferral / active EE
$0
median $0
Employer contribution / active EE
$21,429
median $7,239
Participation rate
0.0%
median 0.0%
Avg account balance
$0
median $1,168,160
Admin fee / account holder
$0
median $13,084
Annual return
15.86%
median 12.68%
Overall peer rank
67th percentileavg across 6 metrics

Analytics

2020 - 2024
Total assets (EOY)
Plan-year ending balance
$62.76M
Average account balance
Total assets / participants with a balance (line 6g)
$84K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
443
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
$7.50M
Not enough data
1 years with contributions on file
Contributions per participant
Average employer and participant contribution per enrolled participant
$21K
Not enough data
1 years with per-participant contribution data
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+1.43%
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 3 by compensation
ProviderService typeCompensation
Service code 15 ยท EIN 20-2185976
Recordkeeping
$176,180
Service code 11 ยท EIN 53-0181291
Actuarial
$106,225
Service code 10 ยท EIN 91-0425694
Accounting
$5,217

Enrolled actuary

1 attachment
SB

CHRISTOPHER R ANDERSON

WILLIS TOWERS WATSON US LLC
Enrollment #2008658
600 UNIVERSITY STREET
SUITE 3100
SEATTLE, WA 981011176
(206) 625-1125
Signed 2021-07-29

Top hat statement on fileNQDC

Filed March 17, 2022 (most recent of 7 filings on file)

Plans declared (1)

  • Excess Compensation Contribution Plan24 emp

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

0 tripped
No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II
Admin total
$369K
$1054 / participant
  • Investment mgmt$4K1.1%
  • Contract admin$179K48.4%
  • Other / not subdivided$186K50.4%
% of EOY assets
0.394%
all-in expense ratio
Categories reported
2 / 9
subdivided buckets used

Audit opinion

Schedule H Part III
Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm
MOSS ADAMS LLP
Auditor EIN
910189318
Audit fees
(not subdivided)
Opinion code
Unqualified