Retirement plan

COMMONWEALTH HEALTH CORPORATION RETIREMENT SAVINGS PLAN

Name: COMMONWEALTH HEALTH CORPORATION - COMMONWEALTH HEALTH CORPORATION RETIREMENT SAVINGS PLAN (2017) Form 5500
Creator: COMMONWEALTH HEALTH CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COMMONWEALTH HEALTH CORPORATION RETIREMENT SAVINGS PLAN, COMMONWEALTH HEALTH CORPORATION

COMMONWEALTH HEALTH CORPORATIONEIN 31-1118087Plan #002PY 2017

P.O. BOX 9876 - BOWLING GREEN, KY 42102270-745-1500chc.netLinkedIn1001-5000 employeeshospital & health care

Other plans on this EIN

2 filings

#001Retirement-$129.6M assets #005Retirement-$30.6M assets

Prospect flagsLow participant contribution

Top hat statement on fileNQDC

Filed January 3, 2025 (most recent of 3 filings on file)

Plan administrator

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800 Park Street

Bowling Green, KY 42101

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Plans declared (1)

Med Center Health Capital Accumulation Plan8 emp

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Total assets (EOY)

$52.9M

-6.9% from 2016

Total participants

3,878

-10.0% from 2016

Average account balance

$17,161

+7.3% from 2016

Annual return

20.20%

-6.32 pp from 2016

Benchmarks

See 1,308 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants1,000-4,999

Cohort1,308 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$98.72M

Not enough data

1 years with asset history on file

Average account balance

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

$21K

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.

4,640

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.

95.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$8.35M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+15.88%

Not enough data

1 years with return on file

Admin fee / account holder

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

$47

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
BB&T3+ years Service code 15 · EIN 56-1368984	Recordkeeping	$122,520
MERRILL LYNCH PIERCE FENNER & SMITH2 years Filed as: MERRILL LYNCH Service code 27 · EIN 94-1687665	Advisory (Plan)	$57,779
BB&T IIA2 years Service code 27 · EIN 57-0956597	Advisory (Plan)	$19,289
PRONVEST2 years Service code 26 · EIN 62-1823351	Advisory (Participants)	$7,489

Plan features & details

Pension benefit codes2G2K2T3F3H

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.
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.
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.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.
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

1 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$207K

$57 / participant

Investment mgmt$207K100.0%

% of EOY assets

0.391%

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: BKD, LLP
Auditor EIN: 440160260
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$17,161

$44,989-61.9%

$170,435-89.9%

$77,958-78.0%

Participation rate

77.9%

64.6%+13.3pp

83.6%-5.7pp

71.6%+6.3pp

Annual return

20.20%

19.61%+0.6pp

205.94%-185.7pp

20.87%-0.7pp

Employer contribution / active EE

$858

$1,466-41.5%

$5,432-84.2%

$2,310-62.9%

Participant deferral / active EE

$30

$2,208-98.6%

$4,939-99.4%

$3,537-99.1%

Admin fee / account holder

$67

$69-2.6%

$13,881-99.5%

$97-31.0%

Provider

Service type

Compensation

BB&T3+ years

Service code 15 · EIN 56-1368984

Recordkeeping

$122,520

MERRILL LYNCH PIERCE FENNER & SMITH2 years

Filed as: MERRILL LYNCH

Service code 27 · EIN 94-1687665

Advisory (Plan)

$57,779

BB&T IIA2 years

Service code 27 · EIN 57-0956597

Advisory (Plan)

$19,289

PRONVEST2 years

Service code 26 · EIN 62-1823351

Advisory (Participants)

$7,489

COMMONWEALTH HEALTH CORPORATION RETIREMENT SAVINGS PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COMMONWEALTH HEALTH CORPORATION RETIREMENT SAVINGS PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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