Retirement plan

CWA/ITU NEGOTIATED PENSION PLAN 401K SAVINGS PLAN

Name: CWA/ITU NEGOTIATED PENSION PLAN - CWA/ITU NEGOTIATED PENSION PLAN 401K SAVINGS PLAN (2016) Form 5500
Creator: CWA/ITU NEGOTIATED PENSION PLAN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CWA/ITU NEGOTIATED PENSION PLAN 401K SAVINGS PLAN, CWA/ITU NEGOTIATED PENSION PLAN

CWA/ITU NEGOTIATED PENSION PLANEIN 13-6212879Plan #002PY 2016

1323 AEROPLAZA DR - COLORADO SPRINGS, CO 809162247719-473-3862

Other plans on this EIN

1 filing

#001Retirement-$724.8M assets

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$1.4M

+5.8% from 2016

Total participants

0.0% from 2016

Average account balance

No prior year

Annual return

4.16%

-3.30 pp from 2016

Benchmarks

See 30,342 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort30,342 peers

Snapshot2016

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

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

$11K

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

+20.33%

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

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 codes2G2J2F

Plan features

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.

Opportunity flags

1 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$162K

$40484 / participant

Other / not subdivided$162K100.0%

% of EOY assets

11.541%

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

$153,769-100.0%

$133,975-100.0%

$273,973-100.0%

Participation rate

0.0%

88.4%-88.4pp

87.1%-87.1pp

83.0%-83.0pp

Annual return

4.16%

36.51%-32.3pp

29.29%-25.1pp

41.46%-37.3pp

Employer contribution / active EE

$6,029-100.0%

$5,211-100.0%

$4,869-100.0%

Participant deferral / active EE

$4,709

$6,958-32.3%

$6,282-25.0%

$5,287-10.9%

Admin fee / account holder

$11,765-100.0%

$9,324-100.0%

$10,133-100.0%

CWA/ITU NEGOTIATED PENSION PLAN 401K SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CWA/ITU NEGOTIATED PENSION PLAN 401K 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