Retirement plan

SARAH BUSH LINCOLN HEALTH CENTER EMPLOYEE RETIREMENT PLAN

Name: SARAH BUSH LINCOLN HEALTH CENTER - SARAH BUSH LINCOLN HEALTH CENTER EMPLOYEE RETIREMENT PLAN (2020) Form 5500
Creator: SARAH BUSH LINCOLN HEALTH CENTER
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SARAH BUSH LINCOLN HEALTH CENTER EMPLOYEE RETIREMENT PLAN, SARAH BUSH LINCOLN HEALTH CENTER

SARAH BUSH LINCOLN HEALTH CENTEREIN 23-7098532Plan #003PY 2020

1000 HEALTH CENTER DRIVE - MATTOON, IL 619380372217-258-2501LinkedIn1-10 employeesmedical practice

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed February 12, 2002

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)

$237.1M

-10.5% from 2016

Total participants

2,911

-3.8% from 2016

Average account balance

$90,080

-0.7% from 2016

Annual return

18.83%

-8.72 pp from 2016

Benchmarks

See 1,342 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants1,000-4,999

Cohort1,342 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$344.13M

Not enough data

1 years with asset history on file

Average account balance

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

$93K

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.

3,720

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.

90.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$25.32M

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

+16.50%

Not enough data

1 years with return on file

Admin fee / account holder

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

$39

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 4 by compensation

Provider	Service type	Compensation
FIRST MID-ILLINOIS BANK & TRUST1 year Filed as: FIRST MID IL BANK & TRUST Service code 26 · EIN 83-0810653	Advisory (Participants)	$185,158
FIRST MID-ILLINOIS BANK & TRUST1 year Filed as: FIRST MID WEALTH MANAGEMENT COMPANY Service code 26 · EIN 37-0404035	Advisory (Participants)	$164,360
WEST & COMPANY, LLC4 years Service code 10 · EIN 37-0980065	Accounting	$17,600
FIDELITY INVESTMENTS INSTITUTIONAL6+ years Service code 37 · EIN 04-2647786	Loan Processing	-$284,061

Plan features & details

Pension benefit codes2G2J2K2T2L2M

Plan features

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$83K

$33 / participant

Other / not subdivided$83K100.0%

% of EOY assets

0.035%

all-in expense ratio

Categories reported

0 / 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: WEST & COMPANY, LLC
Auditor EIN: 370980065
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$90,080

$56,095+60.6%

$178,510-49.5%

$90,274-0.2%

Participation rate

88.8%

65.6%+23.2pp

81.9%+6.8pp

73.4%+15.4pp

Annual return

18.83%

28.81%-10.0pp

151.13%-132.3pp

53.97%-35.1pp

Employer contribution / active EE

$1,455

$1,572-7.5%

$5,011-71.0%

$2,523-42.3%

Participant deferral / active EE

$4,237

$2,669+58.8%

$5,202-18.5%

$4,231+0.2%

Admin fee / account holder

$32

$101-68.6%

$13,988-99.8%

$114-72.3%

Provider

Service type

Compensation

FIRST MID-ILLINOIS BANK & TRUST1 year

Filed as: FIRST MID IL BANK & TRUST

Service code 26 · EIN 83-0810653

Advisory (Participants)

$185,158

FIRST MID-ILLINOIS BANK & TRUST1 year

Filed as: FIRST MID WEALTH MANAGEMENT COMPANY

Service code 26 · EIN 37-0404035

Advisory (Participants)

$164,360

WEST & COMPANY, LLC4 years

Service code 10 · EIN 37-0980065

Accounting

$17,600

FIDELITY INVESTMENTS INSTITUTIONAL6+ years

Service code 37 · EIN 04-2647786

Loan Processing

-$284,061

SARAH BUSH LINCOLN HEALTH CENTER EMPLOYEE RETIREMENT PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SARAH BUSH LINCOLN HEALTH CENTER EMPLOYEE RETIREMENT 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