Retirement plan

BAYCARE HEALTH PARTNERS, INC. 401(K) PLAN AND TRUST

Name: BAYCARE HEALTH PARTNERS, INC. - BAYCARE HEALTH PARTNERS, INC. 401(K) PLAN AND TRUST (2018) Form 5500
Creator: BAYCARE HEALTH PARTNERS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BAYCARE HEALTH PARTNERS, INC. 401(K) PLAN AND TRUST, BAYCARE HEALTH PARTNERS, INC.

BAYCARE HEALTH PARTNERS, INC.EIN 04-3240830Plan #001PY 2018

101 WASON AVENUE, SUITE 200 - SPRINGFIELD, MA 01107413-794-8200

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$682K

No prior year

Total participants

No prior year

Average account balance

$9,882

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 18,164 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,164 peers

Snapshot2018

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$4.34M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$46K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

139.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$879K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+11.83%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$5210

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

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 codes2E2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.

Opportunity flags

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$1K

$22 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.205%

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: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$9,882

$75,962-87.0%

$154,108-93.6%

$64,173-84.6%

Participation rate

100.0%

70.4%+29.6pp

83.0%+17.0pp

69.6%+30.4pp

Annual return

0.00%

30.32%-30.3pp

735.21%-735.2pp

7.63%-7.6pp

Employer contribution / active EE

$4,136

$3,350+23.5%

$5,298-21.9%

$2,381+73.7%

Participant deferral / active EE

$6,073

$3,175+91.3%

$5,081+19.5%

$3,470+75.0%

Admin fee / account holder

$20

$5,589-99.6%

$13,411-99.8%

$4,887-99.6%

BAYCARE HEALTH PARTNERS, INC. 401(K) PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BAYCARE HEALTH PARTNERS, INC. 401(K) PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion