Retirement plan

UNITED HOSPICE, INC. 401(K) PLAN

Name: UNITED HOSPICE, INC. - UNITED HOSPICE, INC. 401(K) PLAN (2024) Form 5500
Creator: UNITED HOSPICE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, UNITED HOSPICE, INC. 401(K) PLAN, UNITED HOSPICE, INC.

UNITED HOSPICE, INC.EIN 13-3425315Plan #001PY 2024

11 STOKUM LANE - NEW CITY, NY 109563505845-634-4974unitedhospiceinc.orgLinkedIn51-200 employeeshospital & health care

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$6.3M

+18.5% from 2023

Total participants

149

+6.4% from 2023

Average account balance

$50,900

+8.0% from 2023

Annual return

17.82%

+3.48 pp from 2023

Benchmarks

See 6,010 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort6,010 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.31M

Not enough data

1 years with asset history on file

Average account balance

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

$51K

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.

124

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.

122.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$677K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+17.82%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5322

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

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

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 codes2E2G2J3D2F2T

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

$660K

$6534 / participant

Other / not subdivided$660K100.0%

% of EOY assets

10.455%

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: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$50,900

$55,423-8.2%

$155,602-67.3%

$74,400-31.6%

Participation rate

75.2%

61.9%+13.4pp

78.2%-3.0pp

67.2%+8.0pp

Annual return

17.82%

269.07%-251.3pp

64.81%-47.0pp

1367.51%-1349.7pp

Employer contribution / active EE

$1,873

$2,266-17.3%

$4,675-59.9%

$2,624-28.6%

Participant deferral / active EE

$4,825

$2,835+70.2%

$5,629-14.3%

$4,348+11.0%

Admin fee / account holder

$5,322

$1,744+205.1%

$15,923-66.6%

$1,944+173.8%

UNITED HOSPICE, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

UNITED HOSPICE, INC. 401(K) 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