Retirement plan

403(B) THRIFT PLAN OF ISABELLA CITIZENS FOR HEALTH, INC.

Name: ISABELLA CITIZENS FOR HEALTH, INC. - 403(B) THRIFT PLAN OF ISABELLA CITIZENS FOR HEALTH, INC. (2020) Form 5500
Creator: ISABELLA CITIZENS FOR HEALTH, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN OF ISABELLA CITIZENS FOR HEALTH, INC., ISABELLA CITIZENS FOR HEALTH, INC.

ISABELLA CITIZENS FOR HEALTH, INC.EIN 27-3672239Plan #001PY 2020

2790 HEALTH PKWY - MT PLEASANT, MI 48858989-953-5191isabellahealth.orgLinkedIn1-10 employeeshospital & health care

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.9M

+49.5% from 2019

Total participants

+34.9% from 2019

Average account balance

$34,575

+12.1% from 2019

Annual return

24.53%

+1.80 pp from 2019

Benchmarks

See 18,640 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,640 peers

Snapshot2020

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$4.45M

Not enough data

1 years with asset history on file

Average account balance

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

$32K

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.

139

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.

103.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.02M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+22.56%

Not enough data

1 years with return on file

Admin fee / account holder

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

$9533

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

See the 8-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 codes2F2G2S2T

Plan features

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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

$11K

$203 / participant

Other / not subdivided$11K100.0%

% of EOY assets

0.557%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$34,575

$91,190-62.1%

$178,490-80.6%

$79,858-56.7%

Participation rate

96.2%

69.2%+27.0pp

81.9%+14.3pp

69.6%+26.6pp

Annual return

24.53%

24.19%+0.3pp

151.07%-126.5pp

31.71%-7.2pp

Employer contribution / active EE

$2,267

$3,256-30.4%

$5,011-54.8%

$2,471-8.3%

Participant deferral / active EE

$4,038

$3,236+24.8%

$5,202-22.4%

$3,740+8.0%

Admin fee / account holder

$193

$6,751-97.1%

$13,984-98.6%

$5,306-96.4%

403(B) THRIFT PLAN OF ISABELLA CITIZENS FOR HEALTH, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN OF ISABELLA CITIZENS FOR HEALTH, INC.

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