Retirement plan

TREEHOUSE PRIVATE BRANDS, INC. RETIREMENT INCOME SAVINGS PLAN FOR UNION EMPLOYEES

Name: TREEHOUSE FOODS, INC. - TREEHOUSE PRIVATE BRANDS, INC. RETIREMENT INCOME SAVINGS PLAN FOR UNION EMPLOYEES (2019) Form 5500
Creator: TREEHOUSE FOODS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TREEHOUSE PRIVATE BRANDS, INC. RETIREMENT INCOME SAVINGS PLAN FOR UNION EMPLOYEES, TREEHOUSE FOODS, INC.

TREEHOUSE FOODS, INC.EIN 20-2311383Plan #008PY 2019

2021 SPRING ROAD, 6TH FLOOR - OAK BROOK, IL 60523708-483-1300treehousefoods.comLinkedIn10001+ employeesfood production

Other plans on this EIN

5 filings

#003Retirement-$558.0M assets #005Retirement-$260.7M assets #002Retirement-$28.6M assets #001Retirement-$28.3M assets #006Retirement-$5.8M assets

Prospect flagsLow returnsLow participation

How to read this page

Total assets (EOY)

$55.4M

-10.7% from 2017

Total participants

1,254

+279.0% from 2017

Average account balance

$69,398

-4.7% from 2017

Annual return

17.36%

-15.70 pp from 2017

Benchmarks

See 230 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants1,000-4,999

Cohort230 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$38.05M

Not enough data

1 years with asset history on file

Average account balance

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

$59K

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.

642

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.

61.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.61M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+10.16%

Not enough data

1 years with return on file

Admin fee / account holder

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

$194

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

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

Service providers

Top 4 by compensation

Provider	Service type	Compensation
GREAT-WEST LIFE & ANNUITY INSURANCE1 year Service code 64 · EIN 84-0467907	Recordkeeping Fees	$34,242
T ROWE PRICE RPS INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202	Recordkeeping	$15,576
SEYFARTH SHAW LLP4+ years Service code 29 · EIN 36-2152202 131 SOUTH DEARBORN STE 2400 · CHICAGO, IL 606035577	Legal	$14,986
PLANTE & MORAN, PLLC1 year Filed as: PLANTE AND MORAN PLLC Service code 10 · EIN 38-1357951 16060 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693	Accounting	$10,106

Plan features & details

Pension benefit codes2E2H2J2T3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$78K

$67 / participant

Investment mgmt$12K15.9%
Other / not subdivided$65K84.1%

% of EOY assets

0.140%

all-in expense ratio

Categories reported

1 / 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: PLANTE & MORAN, PLLC
Auditor EIN: 381357951
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$69,398

$65,708+5.6%

$76,667-9.5%

$77,775-10.8%

Participation rate

60.8%

79.0%-18.2pp

72.1%-11.3pp

73.2%-12.5pp

Annual return

17.36%

49.86%-32.5pp

1166.74%-1149.4pp

32.58%-15.2pp

Employer contribution / active EE

$959

$2,167-55.8%

$2,303-58.4%

$2,504-61.7%

Participant deferral / active EE

$2,180

$3,254-33.0%

$3,336-34.7%

$3,966-45.0%

Admin fee / account holder

$97

$91+7.3%

$6,423-98.5%

$100-2.7%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE1 year

Service code 64 · EIN 84-0467907

Recordkeeping Fees

$34,242

T ROWE PRICE RPS INC4+ years

Service code 15

100 EAST PRATT STREET · BALTIMORE, MD 21202

Recordkeeping

$15,576

SEYFARTH SHAW LLP4+ years

Service code 29 · EIN 36-2152202

131 SOUTH DEARBORN STE 2400 · CHICAGO, IL 606035577

Legal

$14,986

PLANTE & MORAN, PLLC1 year

Filed as: PLANTE AND MORAN PLLC

Service code 10 · EIN 38-1357951

16060 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693

Accounting

$10,106

TREEHOUSE PRIVATE BRANDS, INC. RETIREMENT INCOME SAVINGS PLAN FOR UNION EMPLOYEES

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TREEHOUSE PRIVATE BRANDS, INC. RETIREMENT INCOME SAVINGS PLAN FOR UNION EMPLOYEES

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