PlanOptica
Retirement plan

HEALTH CARE MANAGEMENT SOLUTIONS, LLC 401(K) PLAN

KAISER FOUNDATION HEALTH PLAN, INC.EIN 94-1340523Plan #035PY 2015
Sign in to saveView 5500 PDF
ONE KAISER PLAZA, 20TH FLOOR - OAKLAND, CA 94612510-271-5940LinkedIn1-10 employeesmedical practice
Other plans on this EIN
7 filings
#001Retirement-$11.90B assets#025Retirement-$8.29B assets#037Retirement-$2.68B assets#003Retirement-$2.56B assets#033Retirement-$2.18B assets#005Retirement-$179.0M assets#017Retirement-$20.9M assets
Prospect flagsHigh feesWind-down / frozen

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(510) 271-5940
Plan administrator signer
CYNTHIA GARA
Signed 10/07/2016
How to read this page

Summary metrics

Total assets (EOY)
$779K
-8.5% from 2016
Total participants
10
0.0% from 2016
Average account balance
$77,922
-17.6% from 2016
Annual return
1.00%
-8.27 pp from 2016

Benchmarks

See 102,327 peers
Peer group
Industry62 - Health Care and Social Assistance
Plan typeDefined contribution
Participants<25
Cohort102,327 peers
Snapshot2015
Participant deferral / active EE
$0
median $4,680
Employer contribution / active EE
$0
median $3,216
Participation rate
100.0%
median 100.0%
Avg account balance
$77,922
median $90,046
Admin fee / account holder
$5,144
median $581
Annual return
1.00%
median -1.54%
Overall peer rank
42nd 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
  • 2E
    Profit-sharing
    Profit-sharing plan.
  • 2F
    ERISA section 404(c) plan
    This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
  • 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.
  • 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

2 tripped
  • OpportunityHigh fees

    Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

  • 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
$51K
$5715 / participant
  • Other / not subdivided$51K100.0%
% of EOY assets
6.601%
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
-