Retirement plan

COMBINED HEALTH AGENCIES DRIVE, INC DBA COMMUNITY HEALTH CHARITIES OF NEBRASKA

Name: COMBINED HEALTH AGENCIES DRIVE - COMBINED HEALTH AGENCIES DRIVE, INC DBA COMMUNITY HEALTH CHARITIES OF NEBRASKA (2022) Form 5500
Creator: COMBINED HEALTH AGENCIES DRIVE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COMBINED HEALTH AGENCIES DRIVE, INC DBA COMMUNITY HEALTH CHARITIES OF NEBRASKA, COMBINED HEALTH AGENCIES DRIVE

COMBINED HEALTH AGENCIES DRIVEEIN 23-7162972Plan #001PY 2022

212 S 74TH ST STE 205 - OMAHA, NE 681144615402-614-8500LinkedIn1-10 employeesfund-raising

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$476K

-12.6% from 2021

Total participants

+14.3% from 2021

Average account balance

$59,470

-23.5% from 2021

Annual return

-18.80%

-36.01 pp from 2021

Benchmarks

See 39,277 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort39,277 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$714K

Not enough data

1 years with asset history on file

Average account balance

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

$102K

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.

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.

140.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$33K

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

+14.33%

Not enough data

1 years with return on file

Admin fee / account holder

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

$12

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 codes2G3D2J

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.
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

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

$22

$4 / participant

Other / not subdivided$22100.0%

% of EOY assets

0.005%

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

$59,470

$92,766-35.9%

$82,763-28.1%

$134,545-55.8%

Participation rate

100.0%

75.2%+24.8pp

72.6%+27.4pp

81.2%+18.8pp

Annual return

-18.80%

946.97%-965.8pp

702.45%-721.2pp

418.37%-437.2pp

Employer contribution / active EE

$3,273-100.0%

$3,008-100.0%

$4,742-100.0%

Participant deferral / active EE

$6,758

$4,802+40.7%

$4,395+53.8%

$6,401+5.6%

Admin fee / account holder

$5,978-100.0%

$5,325-99.9%

$11,431-100.0%

COMBINED HEALTH AGENCIES DRIVE, INC DBA COMMUNITY HEALTH CHARITIES OF NEBRASKA

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COMBINED HEALTH AGENCIES DRIVE, INC DBA COMMUNITY HEALTH CHARITIES OF NEBRASKA

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