Retirement plan

INTEGRATED ANESTHESIA ASSOCIATES, LLC 401(K) RETIREMENT SAVINGS PLAN

Name: INTEGRATED ANESTHESIA ASSOCIATES, LLC - INTEGRATED ANESTHESIA ASSOCIATES, LLC 401(K) RETIREMENT SAVINGS PLAN (2019) Form 5500
Creator: INTEGRATED ANESTHESIA ASSOCIATES, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INTEGRATED ANESTHESIA ASSOCIATES, LLC 401(K) RETIREMENT SAVINGS PLAN, INTEGRATED ANESTHESIA ASSOCIATES, LLC

INTEGRATED ANESTHESIA ASSOCIATES, LLCEIN 06-1223155Plan #004PY 2019

99 EAST RIVER DR., 5TH FLOOR - EAST HARTFORD, CT 06108860-282-3470hartfordanesthesia.comLinkedIn1-10 employees

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$180.3M

No prior year

Total participants

499

No prior year

Average account balance

$425,125

No prior year

Annual return

22.56%

No prior year

Benchmarks

See 3,878 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,878 peers

Snapshot2019

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$247.52M

Not enough data

1 years with asset history on file

Average account balance

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

$452K

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.

548

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.

94.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$13.30M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$31K

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

+16.84%

Not enough data

1 years with return on file

Admin fee / account holder

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

$231

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

See the 6-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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Service providers

Top 8 by compensation

Provider	Service type	Compensation
PASI, LLC1+ years Service code 16 10 TALCOTT NOTCH ROAD · FARMINGTON, CT 06032	Consulting	$27,063
FIDUCIARY INVESTMENT ADVISORS1+ years Service code 16 ONE HUNDRED NORTHFIELD DR · WINDSOR, CT 06095	Consulting	$24,465
TEPLITZKY AND COMPANY PC1+ years Service code 10 1 BRADLEY ROAD · WOODBRIDGE, CT 06525	Accounting	$15,000
ROBINSON & COLE LLP1+ years Filed as: ROBINSON AND COLE Service code 29 280 TRUMBULL STREET · HARTFORD, CT 06103	Legal	$10,594
CHARLES SCHWAB & CO., INC.1+ years Service code 15 · EIN 94-1737782	Recordkeeping	$8,654
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202	Recordkeeping	$6,331
MORNINGSTAR1+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602	Advisory (Participants)	$5,012
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB AND CO INC Service code 33	Shareholder servicing fees; Direct pa...	$0

Plan features & details

Pension benefit codes2E2F2G2J2K2R2T3H

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$88K

$218 / participant

Investment mgmt$5K5.7%
Other / not subdivided$83K94.3%

% of EOY assets

0.049%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: TEPLITZKY & CO. P.C.
Auditor EIN: 060962357
Audit fees: (not subdivided)
Opinion code: Disclaimer

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$425,125

$62,928+575.6%

$172,739+146.1%

$67,579+529.1%

Participation rate

81.5%

64.5%+17.1pp

82.6%-1.1pp

71.3%+10.2pp

Annual return

22.56%

30.36%-7.8pp

802.84%-780.3pp

378.56%-356.0pp

Employer contribution / active EE

$10,687

$1,636+553.2%

$5,143+107.8%

$2,148+397.6%

Participant deferral / active EE

$9,806

$2,145+357.2%

$5,198+88.7%

$3,539+177.1%

Admin fee / account holder

$209

$167+25.2%

$13,954-98.5%

$142+46.6%

Provider

Service type

Compensation

PASI, LLC1+ years

Service code 16

10 TALCOTT NOTCH ROAD · FARMINGTON, CT 06032

Consulting

$27,063

FIDUCIARY INVESTMENT ADVISORS1+ years

Service code 16

ONE HUNDRED NORTHFIELD DR · WINDSOR, CT 06095

Consulting

$24,465

TEPLITZKY AND COMPANY PC1+ years

Service code 10

1 BRADLEY ROAD · WOODBRIDGE, CT 06525

Accounting

$15,000

ROBINSON & COLE LLP1+ years

Filed as: ROBINSON AND COLE

Service code 29

280 TRUMBULL STREET · HARTFORD, CT 06103

Legal

$10,594

CHARLES SCHWAB & CO., INC.1+ years

Service code 15 · EIN 94-1737782

Recordkeeping

$8,654

T ROWE PRICE RPS INC1+ years

Service code 15

100 EAST PRATT STREET · BALTIMORE, MD 21202

Recordkeeping

$6,331

MORNINGSTAR1+ years

Service code 26

22 WEST WASHINGTON STREET · CHICAGO, IL 60602

Advisory (Participants)

$5,012

CHARLES SCHWAB & CO., INC.1+ years

Filed as: CHARLES SCHWAB AND CO INC

Service code 33

Shareholder servicing fees; Direct pa...

INTEGRATED ANESTHESIA ASSOCIATES, LLC 401(K) RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INTEGRATED ANESTHESIA ASSOCIATES, LLC 401(K) RETIREMENT SAVINGS PLAN

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