Retirement plan

HEBREW HEALTH CARE, INC. 401(K) RETIREMENT PLAN

Name: HEBREW HEALTH CARE, INC. - HEBREW HEALTH CARE, INC. 401(K) RETIREMENT PLAN (2016) Form 5500
Creator: HEBREW HEALTH CARE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HEBREW HEALTH CARE, INC. 401(K) RETIREMENT PLAN, HEBREW HEALTH CARE, INC.

HEBREW HEALTH CARE, INC.EIN 04-3750515Plan #001PY 2016

1 ABRAHMS BLVD - WEST HARTFORD, CT 06117860-523-3895

Prospect flagsLow participation

Top hat statement on fileNQDC

Filed December 22, 2022

Plan administrator

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1 Abrahms Boulevard

West Hartford, CT 06117

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Plans declared (1)

Hebrew Health Care 457(b) Plan5 emp

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Total assets (EOY)

$10.3M

No prior year

Total participants

985

No prior year

Average account balance

$16,229

No prior year

Annual return

20.87%

No prior year

Benchmarks

See 3,733 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,733 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.09M

Not enough data

1 years with asset history on file

Average account balance

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

$18K

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.

222

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.

27.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$101K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$512

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

+21.36%

Not enough data

1 years with return on file

Admin fee / account holder

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

$182

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 4 by compensation

Provider	Service type	Compensation
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE Service code 19 4211 SOUTH 102ND STREET · OMAHA, NE 68127	Securities Custodian	$42,338
PASI, LLC1+ years Service code 13 · EIN 26-1407927	Contract Administrator	$11,288
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON STT · CHARLOTTE, NC 28081	Advisory (Plan)	$9,768
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 15 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071	Recordkeeping	$3,500

Plan features & details

Pension benefit codes2E2F2G2J2K2T3D3H

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.
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
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

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$67K

$96 / participant

Investment mgmt$10K14.6%
Contract admin$15K22.1%
Other / not subdivided$42K63.3%

% of EOY assets

0.649%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Qualified opinion

Opinion is qualified - a specific issue limited the scope or accuracy of the audit.

Auditor firm: MARCUM
Auditor EIN: 111986323
Audit fees: (not subdivided)
Opinion code: Qualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$16,229

$36,916-56.0%

$156,551-89.6%

$57,658-71.9%

Participation rate

49.6%

63.4%-13.9pp

84.0%-34.4pp

70.2%-20.7pp

Annual return

20.87%

12.38%+8.5pp

32.23%-11.4pp

5.13%+15.7pp

Employer contribution / active EE

$1,571-100.0%

$5,501-100.0%

$1,974-100.0%

Participant deferral / active EE

$1,495

$1,926-22.4%

$4,871-69.3%

$3,061-51.2%

Admin fee / account holder

$105

$82+27.7%

$13,028-99.2%

$95+11.4%

Provider

Service type

Compensation

TD AMERITRADE, INC.1+ years

Filed as: TD AMERITRADE

Service code 19

4211 SOUTH 102ND STREET · OMAHA, NE 68127

Securities Custodian

$42,338

PASI, LLC1+ years

Service code 13 · EIN 26-1407927

Contract Administrator

$11,288

WELLS FARGO BANK, N.A.1+ years

Filed as: WELLS FARGO ADVISORS LLC

Service code 27

401 S TRYON STT · CHARLOTTE, NC 28081

Advisory (Plan)

$9,768

AMERICAN FUNDS1+ years

Filed as: CAPITAL RESEARCH AND MANAGEMENT

Service code 15

333 SOUTH HOPE STREET · LOS ANGELES, CA 90071

Recordkeeping

$3,500

HEBREW HEALTH CARE, INC. 401(K) RETIREMENT PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HEBREW HEALTH CARE, INC. 401(K) RETIREMENT PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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