Retirement plan

IMS HEALTH INCORPORATED SAVINGS PLAN

Name: QUINTILES IMS INCORPORATED - IMS HEALTH INCORPORATED SAVINGS PLAN (2017) Form 5500
Creator: QUINTILES IMS INCORPORATED
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, IMS HEALTH INCORPORATED SAVINGS PLAN, QUINTILES IMS INCORPORATED

QUINTILES IMS INCORPORATEDEIN 06-1506026Plan #001PY 2017

1510 VALLEY CENTER PARKWAY, SUITE 130 - BETHLEHEM, PA 18017484-567-6003

Other plans on this EIN

2 filings

#002Retirement-$357.3M assets #003Retirement-$301K assets

Prospect flagsRecently cancelled planLow returnsCorrective distributionsWind-down / frozen

Top hat statement on fileNQDC

Filed February 26, 2007 (most recent of 4 filings on file)

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.

Open the filing PDF

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Total assets (EOY)

-29.5% from 2016

Total participants

-26.5% from 2016

Average account balance

-3.2% from 2016

Annual return

-97.60%

-41.33 pp from 2016

Benchmarks

See 114,324 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort114,324 peers

Snapshot2017

Participant deferral / active EE

median $5,433

Employer contribution / active EE

median $2,533

Participation rate

0.0%

median 100.0%

Avg account balance

median $76,775

Admin fee / account holder

median $528

Annual return

-97.60%

median 15.72%

Overall peer rank

1of 100

1st percentileavg across 6 metrics

Analytics

2015 - 2017

Total assets (EOY)

Plan-year ending balance

Average account balance

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

$99K

Not enough data

2 years with per-participant data

Participants with account balance

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

4,640

Not enough data

2 years with headcount on file

Eligible Participants and Participation

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

94.3%

Not enough data

2 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$43.78M

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

Not enough data

2 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-97.60%

Admin fee / account holder

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

Asset composition

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

Not enough data

2 years with F_SCH_H allocation on file

Service providers

Top 6 by compensation

Provider	Service type	Compensation
CHARLES SCHWAB & CO., INC.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833	Recordkeeping	$29,762
COHNREZNICK LLP3+ years Service code 10 · EIN 22-1478099	Accounting	$24,100
HUNTER BENEFITS CONSULTING GROUP3+ years Filed as: HUNTER CAPITAL ADVISORS INC Service code 28 · EIN 20-3041707	Investment Management	$23,000
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782	Securities brokerage; Securities brok...	$85
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009	Directed Trustee	$12
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO INC. AND AFFILI Service code 59	Shareholder Servicing	$0

Plan features & details

Pension benefit codes2E2F2G2J2K2R2S2T

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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.

Opportunity flags

4 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
InformationalWind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
InformationalRecently cancelled plan
Plan reported a final filing / termination within the last year.

Expense breakdown

Schedule H Part II

Admin total

$79K

Investment mgmt$23K29.0%
Other / not subdivided$56K71.0%

% of EOY assets

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: COHNREZNICK LLP
Auditor EIN: 221478099
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$150,447-100.0%

$136,298-100.0%

$147,587-100.0%

Participation rate

0.0%

84.4%-84.4pp

81.9%-81.9pp

82.8%-82.8pp

Annual return

-97.60%

1049.15%-1146.8pp

5156.27%-5253.9pp

578.60%-676.2pp

Employer contribution / active EE

$5,256-100.0%

$4,696-100.0%

$4,876-100.0%

Participant deferral / active EE

$6,631-100.0%

$6,247-100.0%

$5,439-100.0%

Admin fee / account holder

$10,906-100.0%

$9,244-100.0%

$10,886-100.0%

Provider

Service type

Compensation

CHARLES SCHWAB & CO., INC.3+ years

Filed as: SCHWAB RETIREMENT PLAN SERVICES INC

Service code 15 · EIN 34-1479833

Recordkeeping

$29,762

COHNREZNICK LLP3+ years

Service code 10 · EIN 22-1478099

Accounting

$24,100

HUNTER BENEFITS CONSULTING GROUP3+ years

Filed as: HUNTER CAPITAL ADVISORS INC

Service code 28 · EIN 20-3041707

Investment Management

$23,000

CHARLES SCHWAB & CO., INC.3+ years

Service code 33 · EIN 94-1737782

Securities brokerage; Securities brok...

$85

CHARLES SCHWAB & CO., INC.3+ years

Filed as: CHARLES SCHWAB BANK

Service code 25 · EIN 42-1558009

Directed Trustee

$12

CHARLES SCHWAB & CO., INC.3+ years

Filed as: CHARLES SCHWAB & CO INC. AND AFFILI

Service code 59

Shareholder Servicing

IMS HEALTH INCORPORATED SAVINGS PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

IMS HEALTH INCORPORATED SAVINGS 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