Retirement plan

BRIDGEPORT HOSPITAL EMPLOYER CONTRIBUTION RETIREMENT PLAN

Name: BRIDGEPORT HOSPITAL - BRIDGEPORT HOSPITAL EMPLOYER CONTRIBUTION RETIREMENT PLAN (2019) Form 5500
Creator: BRIDGEPORT HOSPITAL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BRIDGEPORT HOSPITAL EMPLOYER CONTRIBUTION RETIREMENT PLAN, BRIDGEPORT HOSPITAL

BRIDGEPORT HOSPITALEIN 06-0646554Plan #005PY 2019

267 GRANT STREET - BRIDGEPORT, CT 066102805203-384-3000bridgeporthospitalcareers.orgLinkedIn1001-5000 employeeshospital & health care

Other plans on this EIN

3 filings

#001Retirement-$191.7M assets #006Retirement-$185.1M assets #007Retirement-$61.1M assets

Prospect flagsFailed to provide benefit

Top hat statement on fileNQDC

Filed September 22, 1992

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$158.7M

-9.8% from 2016

Total participants

6,091

-3.4% from 2016

Average account balance

$29,180

-6.5% from 2016

Annual return

20.63%

-6.73 pp from 2016

Benchmarks

See 1,326 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants1,000-4,999

Cohort1,326 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$253.79M

Not enough data

1 years with asset history on file

Average account balance

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

$37K

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.

6,791

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.

88.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$15.51M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+12.40%

Not enough data

1 years with return on file

Admin fee / account holder

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

$19

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

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Service providers

Top 2 by compensation

Provider	Service type	Compensation
CAMMACK LARHETTE ADVISORS2 years Service code 16 · EIN 20-4668732	Consulting	$9,731
FIDELITY INVESTMENTS INSTITUTIONAL5+ years Service code 60 · EIN 04-4627786	Sub-TA Fees	-$141,109

Plan features & details

Pension benefit codes2E2F2G2K2T3H

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.
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.
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

ComplianceFailed to provide benefit
Form 5500 reported that benefits due were not provided when due.

Expense breakdown

Schedule H Part II

Admin total

$21K

$5 / participant

Other / not subdivided$21K100.0%

% of EOY assets

0.013%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: BAKER TILLY US, LLP
Auditor EIN: 390859910
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$29,180

$47,456-38.5%

$172,757-83.1%

$77,775-62.5%

Participation rate

84.2%

66.3%+17.9pp

82.6%+1.5pp

73.2%+11.0pp

Annual return

20.63%

35.57%-14.9pp

803.06%-782.4pp

32.58%-11.9pp

Employer contribution / active EE

$2,572

$1,574+63.4%

$5,144-50.0%

$2,504+2.7%

Participant deferral / active EE

$2,560-100.0%

$5,198-100.0%

$3,966-100.0%

Admin fee / account holder

$81-95.2%

$13,956-100.0%

$100-96.2%

Provider

Service type

Compensation

CAMMACK LARHETTE ADVISORS2 years

Service code 16 · EIN 20-4668732

Consulting

$9,731

FIDELITY INVESTMENTS INSTITUTIONAL5+ years

Service code 60 · EIN 04-4627786

Sub-TA Fees

-$141,109

BRIDGEPORT HOSPITAL EMPLOYER CONTRIBUTION RETIREMENT PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BRIDGEPORT HOSPITAL EMPLOYER CONTRIBUTION RETIREMENT PLAN

Top hat statement on fileNQDC

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