PlanOptica
Retirement plan

HEALTH CARE MANAGEMENT SOLUTIONS, LLC 401(K) PLAN

KAISER FOUNDATION HEALTH PLAN, INC.EIN 94-1340523Plan #035PY 2016
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ONE KAISER PLAZA, 20TH FLOOR - OAKLAND, CA 94612510-271-5940LinkedIn1-10 employeesmedical practice
Other plans on this EIN
7 filings
#001Retirement-$13.84B assets#025Retirement-$9.19B assets#037Retirement-$3.05B assets#003Retirement-$2.73B assets#033Retirement-$2.38B assets#005Retirement-$209.1M assets#017Retirement-$23.6M assets
Prospect flagsNo flags tripped

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(510) 271-5940
Plan administrator signer
BILL G. REID
Signed 10/06/2017
How to read this page

Summary metrics

Total assets (EOY)
$851K
-8.5% from 2016
Total participants
10
0.0% from 2016
Average account balance
$94,609
-17.6% from 2016
Annual return
9.27%
-8.27 pp from 2016

Benchmarks

See 109,096 peers
Peer group
Industry62 - Health Care and Social Assistance
Plan typeDefined contribution
Participants<25
Cohort109,096 peers
Snapshot2016
Participant deferral / active EE
$0
median $4,721
Employer contribution / active EE
$0
median $3,199
Participation rate
87.5%
median 100.0%
Avg account balance
$94,609
median $94,395
Admin fee / account holder
$0
median $612
Annual return
9.27%
median 6.47%
Overall peer rank
53rd 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

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

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
-