Retirement plan

GENESIS HEALTHCARE SYSTEM 401(K) RETIREMENT PLAN

Name: GENESIS HEALTHCARE SYSTEM - GENESIS HEALTHCARE SYSTEM 401(K) RETIREMENT PLAN (2018) Form 5500
Creator: GENESIS HEALTHCARE SYSTEM
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GENESIS HEALTHCARE SYSTEM 401(K) RETIREMENT PLAN, GENESIS HEALTHCARE SYSTEM

GENESIS HEALTHCARE SYSTEMEIN 31-1480941Plan #003PY 2018

2951 MAPLE AVENUE - ZANESVILLE, OH 43701740-454-4710genesishcs.orgLinkedIn1001-5000 employeeshospital & health care

Other plans on this EIN

6 filings

#007Retirement-$117.1M assets #001Retirement-$67.3M assets #008Retirement-$16.6M assets #002Retirement--#004Retirement--#005Retirement--

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed January 6, 2006 (most recent of 3 filings on file)

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)

$12.3M

-15.0% from 2016

Total participants

631

-6.4% from 2016

Average account balance

$19,456

-9.2% from 2016

Annual return

-3.84%

-4.53 pp from 2016

Benchmarks

See 3,849 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,849 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$75.42M

Not enough data

1 years with asset history on file

Average account balance

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

$17K

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.

4,507

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$18.68M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+18.61%

Not enough data

1 years with return on file

Admin fee / account holder

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

$57

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 3 by compensation

Provider	Service type	Compensation
UBS FINANCIAL SERVICES INC4+ years Service code 27 · EIN 13-2638166	Advisory (Plan)	$24,102
PRUDENTIAL RETIREMENT INSURANCE AND4+ years Filed as: THE PRUDENTIAL INS. CO. OF AMERICA Service code 37 · EIN 22-1211670	Loan Processing	$2,821
NATIONWIDE3 years Service code 63 · EIN 31-4156830	12b-1 Fees	$1,824

Plan features & details

Pension benefit codes2E2F2G2J2S2T3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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.
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.
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.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$3K

$6 / participant

Contract admin$3K100.0%

% of EOY assets

0.026%

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: REA & ASSOCIATES
Auditor EIN: 341310124
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$19,456

$37,203-47.7%

$154,110-87.4%

$55,727-65.1%

Participation rate

100.0%

64.1%+35.9pp

83.0%+17.0pp

70.9%+29.1pp

Annual return

-3.84%

1320.03%-1323.9pp

735.22%-739.1pp

244.94%-248.8pp

Employer contribution / active EE

$592

$1,614-63.4%

$5,298-88.8%

$2,078-71.5%

Participant deferral / active EE

$2,641

$2,069+27.6%

$5,081-48.0%

$3,356-21.3%

Admin fee / account holder

$102-95.0%

$13,412-100.0%

$115-95.6%

Provider

Service type

Compensation

UBS FINANCIAL SERVICES INC4+ years

Service code 27 · EIN 13-2638166

Advisory (Plan)

$24,102

PRUDENTIAL RETIREMENT INSURANCE AND4+ years

Filed as: THE PRUDENTIAL INS. CO. OF AMERICA

Service code 37 · EIN 22-1211670

Loan Processing

$2,821

NATIONWIDE3 years

Service code 63 · EIN 31-4156830

12b-1 Fees

$1,824

GENESIS HEALTHCARE SYSTEM 401(K) RETIREMENT PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GENESIS HEALTHCARE SYSTEM 401(K) 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