Retirement plan

EASTERN LONG ISLAND HOSPITAL ASSOCIATION EMPLOYEE'S RETIREMENT PLAN

Name: EASTERN LONG ISLAND HOSPITAL ASSOCI - EASTERN LONG ISLAND HOSPITAL ASSOCIATION EMPLOYEE'S RETIREMENT PLAN (2017) Form 5500
Creator: EASTERN LONG ISLAND HOSPITAL ASSOCI
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 ASSOCI

EASTERN LONG ISLAND HOSPITAL ASSOCIEIN 11-1633563Plan #002PY 2017

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

Other plans on this EIN

1 filing

#001Retirement-$1.7M assets

Prospect flagsRecently reached 100 employees

How to read this page

Total assets (EOY)

$8.6M

+24.2% from 2016

Total participants

108

+4.9% from 2016

Average account balance

$83,890

-1.1% from 2016

Annual return

14.91%

+1.99 pp from 2016

Benchmarks

See 17,855 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,855 peers

Snapshot2017

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

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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.

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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

InformationalRecently reached 100 employees
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.

Expense breakdown

Schedule H Part II

Admin total

$18K

$207 / participant

Other / not subdivided$18K100.0%

% of EOY assets

0.204%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$83,890

$84,233-0.4%

$170,442-50.8%

$70,131+19.6%

Participation rate

94.1%

70.8%+23.3pp

83.6%+10.5pp

69.5%+24.6pp

Annual return

14.91%

23.06%-8.2pp

205.93%-191.0pp

73.14%-58.2pp

Employer contribution / active EE

$5,244

$3,387+54.8%

$5,433-3.5%

$2,342+123.9%

Participant deferral / active EE

$2,547

$3,086-17.5%

$4,939-48.4%

$3,332-23.6%

Admin fee / account holder

$171

$5,698-97.0%

$13,880-98.8%

$4,645-96.3%

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