Retirement plan
HEALTH CARE MANAGEMENT SOLUTIONS, LLC 401(K) PLAN
KAISER FOUNDATION HEALTH PLAN, INC.EIN 94-1340523Plan #035PY 2019
Prospect flagsRecently cancelled planLow returnsWind-down / frozen
Filing contacts
From the Form 5500, federal recordPlan administrator signer
MARYANN KHINDA-LOMBARDO
Signed 10/14/2020
Summary metrics
Total assets (EOY)
$0
-8.5% from 2016
Total participants
0
0.0% from 2016
Average account balance
$0
-17.6% from 2016
Annual return
-66.64%
-8.27 pp from 2016
Benchmarks
Peer group
Industry62 - Health Care and Social Assistance
Plan typeDefined contribution
Participants<25
Cohort104,293 peers
Snapshot2019
0
Participant deferral / active EE
$0
median $4,981
0
Employer contribution / active EE
$0
median $2,841
0
Participation rate
0.0%
median 100.0%
0
Avg account balance
$0
median $99,501
0
Admin fee / account holder
$0
median $725
1
Annual return
-66.64%
median 19.44%
Overall peer rank
1of 100
1st percentileavg across 6 metrics
Analytics
2015 - 2019
Total assets (EOY)
Plan-year ending balance
$0
Average account balance
Total assets / participants with a balance (line 6g)
$91K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
6
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
83.3%
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
-66.64%
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
Not enough data
0 years with F_SCH_H allocation on file
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.
Plan features & details
Pension benefit codes2E2F2G3H
Plan features
- 2EProfit-sharingProfit-sharing plan.
- 2FERISA section 404(c) planThis plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
- 2GTotal participant-directed account planParticipants 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.
- 3HControlled group memberPlan 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.
- 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.
- InformationalRecently cancelled plan
Plan reported a final filing / termination within the last year.
Expense breakdown
Schedule H Part II
Admin total
$664K
- Other / not subdivided$664K100.0%
% of EOY assets
-
all-in expense ratio
Categories reported
0 / 9
subdivided buckets used
Audit opinion
Schedule H Part III
No opinion code on file for this filing.
- Auditor firm
- (not reported)
- Auditor EIN
- -
- Audit fees
- (not subdivided)
- Opinion code
- -