Retirement plan

AIR MEDICAL GROUP HOLDINGS 401(K) PLAN

Name: AIR MEDICAL GROUP HOLDINGS, IN - AIR MEDICAL GROUP HOLDINGS 401(K) PLAN (2018) Form 5500
Creator: AIR MEDICAL GROUP HOLDINGS, IN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AIR MEDICAL GROUP HOLDINGS 401(K) PLAN, AIR MEDICAL GROUP HOLDINGS, IN

AIR MEDICAL GROUP HOLDINGS, INEIN 20-1305023Plan #001PY 2018

209 STATE HIGHWAY 121 BYPASS, SUITE 21 - LEWISVILLE, TX 75067972-829-8350

Prospect flagsLow participation

Top hat statement on fileNQDC

Filed December 12, 2014

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.

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Total assets (EOY)

$206.1M

+11.8% from 2017

Total participants

8,603

+2.9% from 2017

Average account balance

$46,156

-8.5% from 2017

Annual return

3.07%

-17.05 pp from 2017

Benchmarks

See 232 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants5,000-9,999

Cohort232 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.75B

Not enough data

1 years with asset history on file

Average account balance

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

$70K

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.

25,111

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.

57.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$178.22M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+15.40%

Not enough data

1 years with return on file

Admin fee / account holder

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

$90

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

1 years with F_SCH_H allocation on file

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Service providers

Top 10 of 18 by compensation

Provider	Service type	Compensation
LPL FINANCIAL1 year Filed as: LPL FINANCIAL - RP Service code 27 · EIN 04-3046611	Advisory (Plan)	$79,833
MASSACHUSETTS MUTUAL LIFE INS. CO.4+ years Service code 49 · EIN 04-1590850	Other Services	$65,228
AIR CANADA1 year Filed as: AIR MEDICAL GROUP HOLDINGS LLC Service code 10 · EIN 35-2621141	Accounting	$58,759
MASSACHUSETTS MUTUAL LIFE INS. CO.2 years Filed as: MML INVESTORS SERVICES INC Service code 53 · EIN 04-2746212	Insurance Commissions	$53,778
LPL FINANCIAL4+ years Service code 27 · EIN 04-3046611	Advisory (Plan)	$37,148
AMERICAN CENTURY2 years Service code 52 · EIN 43-1819235	Indirect Investment Fees	$0
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037	Indirect Investment Fees	$0
COLUMBIA2 years Service code 52 · EIN 94-1687665	Indirect Investment Fees	$0
DELAWARE INVESTMENTS2 years Service code 52 · EIN 23-2448660	Indirect Investment Fees	$0
EATON VANCE2 years Service code 52 · EIN 04-2718215	Indirect Investment Fees	$0

Plan features & details

Pension benefit codes2E2J2F2G2K3D3F2T

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.
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.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$204K

$25 / participant

Investment mgmt$80K39.2%
Contract admin$64K31.6%
Other / not subdivided$60K29.2%

% of EOY assets

0.099%

all-in expense ratio

Categories reported

2 / 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: BKD, LLP
Auditor EIN: 440160260
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$46,156

$44,007+4.9%

$154,111-70.1%

$68,904-33.0%

Participation rate

48.9%

70.0%-21.1pp

83.0%-34.1pp

74.1%-25.2pp

Annual return

3.07%

8.15%-5.1pp

735.18%-732.1pp

1.07%+2.0pp

Employer contribution / active EE

$1,112

$1,732-35.8%

$5,298-79.0%

$2,540-56.2%

Participant deferral / active EE

$3,040

$2,813+8.1%

$5,081-40.2%

$4,015-24.3%

Admin fee / account holder

$46

$65-29.5%

$13,411-99.7%

$71-36.0%

Provider

Service type

Compensation

LPL FINANCIAL1 year

Filed as: LPL FINANCIAL - RP

Service code 27 · EIN 04-3046611

Advisory (Plan)

$79,833

MASSACHUSETTS MUTUAL LIFE INS. CO.4+ years

Service code 49 · EIN 04-1590850

Other Services

$65,228

AIR CANADA1 year

Filed as: AIR MEDICAL GROUP HOLDINGS LLC

Service code 10 · EIN 35-2621141

Accounting

$58,759

MASSACHUSETTS MUTUAL LIFE INS. CO.2 years

Filed as: MML INVESTORS SERVICES INC

Service code 53 · EIN 04-2746212

Insurance Commissions

$53,778

LPL FINANCIAL4+ years

Service code 27 · EIN 04-3046611

Advisory (Plan)

$37,148

AMERICAN CENTURY2 years

Service code 52 · EIN 43-1819235

Indirect Investment Fees

AMERICAN FUNDS2 years

Service code 52 · EIN 95-1411037

Indirect Investment Fees

COLUMBIA2 years

Service code 52 · EIN 94-1687665

Indirect Investment Fees

DELAWARE INVESTMENTS2 years

Service code 52 · EIN 23-2448660

Indirect Investment Fees

EATON VANCE2 years

Service code 52 · EIN 04-2718215

Indirect Investment Fees

AIR MEDICAL GROUP HOLDINGS 401(K) PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AIR MEDICAL GROUP HOLDINGS 401(K) 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