Retirement plan

EASTERN LONG ISLAND HOSPITAL ASSOCIATION EMPLOYEE'S RETIREMENT PLAN

Name: EASTERN LONG ISLAND HOSPITAL ASSOCIATION - EASTERN LONG ISLAND HOSPITAL ASSOCIATION EMPLOYEE'S RETIREMENT PLAN (2015) Form 5500
Creator: EASTERN LONG ISLAND HOSPITAL ASSOCIATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EASTERN LONG ISLAND HOSPITAL ASSOCIATION EMPLOYEE'S RETIREMENT PLAN, EASTERN LONG ISLAND HOSPITAL ASSOCIATION

EASTERN LONG ISLAND HOSPITAL ASSOCIATIONEIN 11-1633563Plan #002PY 2015

201 MANOR PLACE - GREENPORT, NY 11944631-477-5180LinkedIn1-10 employeesnon-profit organization management

Other plans on this EIN

1 filing

#001Retirement-$1.6M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$6.4M

No prior year

Total participants

107

No prior year

Average account balance

$64,923

No prior year

Annual return

-0.01%

No prior year

Benchmarks

See 15,768 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort15,768 peers

Snapshot2015

See peer percentile detail. $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.

Start for $4.99 See plans

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

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

Not enough data

0 years with headcount on file

Eligible Participants and Participation

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

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$901K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+13.31%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

See the 5-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.

Start for $4.99 See plans

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 codes2E2F2G2J2T3D

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.
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.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$136K

$1567 / participant

Other / not subdivided$136K100.0%

% of EOY assets

2.143%

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: -

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

Metric

This plan

Peer set

Industry

Size

Avg account balance

$64,923

$75,828-14.4%

$147,614-56.0%

$59,632+8.9%

Participation rate

89.7%

71.6%+18.1pp

84.6%+5.0pp

68.7%+21.0pp

Annual return

-0.01%

0.37%-0.4pp

61.98%-62.0pp

2041.28%-2041.3pp

Employer contribution / active EE

$4,695

$3,485+34.7%

$5,564-15.6%

$2,203+113.1%

Participant deferral / active EE

$1,853

$3,130-40.8%

$4,895-62.2%

$3,192-42.0%

Admin fee / account holder

$1,391

$5,985-76.8%

$11,611-88.0%

$4,297-67.6%

EASTERN LONG ISLAND HOSPITAL ASSOCIATION EMPLOYEE'S RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EASTERN LONG ISLAND HOSPITAL ASSOCIATION EMPLOYEE'S RETIREMENT 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