Retirement plan

PHOEBE HOME, INC. UNION EMPLOYEES' PENSION PLAN

Name: PHOEBE HOME, INC. - PHOEBE HOME, INC. UNION EMPLOYEES' PENSION PLAN (2024) Form 5500
Creator: PHOEBE HOME, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PHOEBE HOME, INC. UNION EMPLOYEES' PENSION PLAN, PHOEBE HOME, INC.

PHOEBE HOME, INC.EIN 23-1396838Plan #002PY 2024

1925 TURNER STREET - ALLENTOWN, PA 18104610-794-5200LinkedIn501-1000 employeesmedical practice

Other plans on this EIN

2 filings

#003Retirement-$39.5M assets #005Retirement-$7.5M assets

Prospect flagsRecently cancelled planLow returnsHigh cashWind-down / frozen

Top hat statement on fileNQDC

Filed September 21, 2007

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)

$93K

-99.1% from 2023

Total participants

-100.0% from 2023

Average account balance

No prior year

Annual return

0.03%

+0.47 pp from 2023

Benchmarks

See 12,510 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined benefit

Participants<25

Cohort12,510 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$93K

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

$1.36M

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

+0.03%

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

1 years with F_SCH_H allocation on file

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Service providers

Top 5 by compensation

Provider	Service type	Compensation
CONRAD SIEGEL7 years Service code 11 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900	Actuarial	$121,384
PHOEBE HOME, INC.1 year Service code 99 · EIN 23-1396838	Other Fees	$19,150
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY Service code 27 100 FRONT STREET, SUITE 600 · WEST CONSHOHOCKEN, PA 19428	Advisory (Plan)	$13,990
STEVENS & LEE1 year Service code 29 840 W. HAMILTON STREET, SUITE 521 · ALLENTOWN, PA 18101	Legal	$12,856
FIRST STATE TRUST COMPANY9+ years Service code 21 2 RIGHTER PARKWAY, SUITE 250 · WILMINGTON, DE 19803	Bank Trustee	$9,090

Plan features & details

Pension benefit codes1B1I3D1H

Plan features

1B
Benefits are primarily flat dollar
Benefits are primarily a flat dollar amount (including a dollar amount per year of service).
1H
PBGC terminated and closed out plan
Plan covered by PBGC that was terminated and closed out for PBGC purposes (standard or distress termination with distribution of plan assets or trustee appointed under ERISA section 4042).
1I
Frozen plan
As of the last day of the plan year the plan provides that no participant will get any new benefit accrual whether because of service or compensation.
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

4 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
OpportunityHigh cash
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
InformationalWind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
InformationalRecently cancelled plan
Plan reported a final filing / termination within the last year.

Expense breakdown

Schedule H Part II

Admin total

$261K

Trustee / custodial$9K3.5%
Investment mgmt$14K5.4%
Legal$13K4.9%
Actuarial$121K46.6%
Other / not subdivided$103K39.7%

% of EOY assets

279.146%

all-in expense ratio

Categories reported

4 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: CAMPBELL, RAPPOLD, & YURASITS
Auditor EIN: 231386942
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$340,249-100.0%

$329,695-100.0%

$330,599-100.0%

Participation rate

0.0%

51.3%-51.3pp

43.4%-43.4pp

43.7%-43.7pp

Annual return

0.03%

10.01%-10.0pp

9.82%-9.8pp

13.05%-13.0pp

Employer contribution / active EE

$31,901-100.0%

$30,311-100.0%

$37,652-100.0%

Participant deferral / active EE

$67-100.0%

$66-100.0%

$48-100.0%

Admin fee / account holder

$60,407-100.0%

$53,840-100.0%

$31,365-100.0%

Provider

Service type

Compensation

CONRAD SIEGEL7 years

Service code 11 · EIN 23-1669823

PO BOX 5900 · HARRISBURG, PA 171100900

Actuarial

$121,384

PHOEBE HOME, INC.1 year

Service code 99 · EIN 23-1396838

Other Fees

$19,150

MORGAN STANLEY SMITH BARNEY9+ years

Filed as: MORGAN STANLEY

Service code 27

100 FRONT STREET, SUITE 600 · WEST CONSHOHOCKEN, PA 19428

Advisory (Plan)

$13,990

STEVENS & LEE1 year

Service code 29

840 W. HAMILTON STREET, SUITE 521 · ALLENTOWN, PA 18101

Legal

$12,856

FIRST STATE TRUST COMPANY9+ years

Service code 21

2 RIGHTER PARKWAY, SUITE 250 · WILMINGTON, DE 19803

Bank Trustee

$9,090

PHOEBE HOME, INC. UNION EMPLOYEES' PENSION PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PHOEBE HOME, INC. UNION EMPLOYEES' PENSION 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