Retirement plan

VIA CHRISTI HEALTH 401(K) PLAN

Name: ASCENSION HEALTH DBA ASCENSION HEALTHCARE - VIA CHRISTI HEALTH 401(K) PLAN (2018) Form 5500
Creator: ASCENSION HEALTH DBA ASCENSION HEALTHCARE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VIA CHRISTI HEALTH 401(K) PLAN, ASCENSION HEALTH DBA ASCENSION HEALTHCARE

ASCENSION HEALTH DBA ASCENSION HEALTHCAREEIN 31-1662309Plan #010PY 2018

PO BOX 46944 - ST LOUIS, MO 631466944314-733-8600LinkedIn1001-5000 employeescivic & social organization

Other plans on this EIN

10 filings

#333Retirement-$255.7M assets #002Retirement-$83.8M assets #021Retirement-$65.0M assets #015Retirement-$53.3M assets #014Retirement-$35.4M assets #022Retirement-$32.2M assets #008Retirement-$13.7M assets #009Retirement-$6.4M assets #020Retirement-$5.1M assets #012Retirement-$4.6M assets

Prospect flagsWind-down / frozen

How to read this page

Total assets (EOY)

$172M

-3.5% from 2017

Total participants

6,555

+38.1% from 2017

Average account balance

$26,247

-30.1% from 2017

Annual return

-5.10%

-8.11 pp from 2017

Benchmarks

See 1,316 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants1,000-4,999

Cohort1,316 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$113K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-92.45%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

Top 3 by compensation

Provider	Service type	Compensation
TRANSAMERICA RETIREMENT SOLUTIONS3+ years Service code 12 · EIN 13-3689044	Participant communication; Recordkeep...	$249,862
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782	Securities brokerage; Securities brok...	$50
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567	Securities brokerage commissions and ...	$0

Plan features & details

Pension benefit codes2G2F2G2J2R2T3H

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.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
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

InformationalWind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.

Expense breakdown

Schedule H Part II

Admin total

$250K

$56 / participant

Other / not subdivided$250K100.0%

% of EOY assets

0.145%

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: CLIFTONLARSONALLEN, LLP
Auditor EIN: 410746749
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$26,247

$45,382-42.2%

$154,110-83.0%

$75,289-65.1%

Participation rate

100.0%

65.9%+34.1pp

83.0%+17.0pp

72.4%+27.6pp

Annual return

-5.10%

-0.47%-4.6pp

735.22%-740.3pp

-0.04%-5.1pp

Employer contribution / active EE

$1,533-100.0%

$5,298-100.0%

$2,405-100.0%

Participant deferral / active EE

$2,384-100.0%

$5,081-100.0%

$3,739-100.0%

Admin fee / account holder

$38

$89-57.3%

$13,412-99.7%

$102-62.7%

Provider

Service type

Compensation

TRANSAMERICA RETIREMENT SOLUTIONS3+ years

Service code 12 · EIN 13-3689044

Participant communication; Recordkeep...

$249,862

CHARLES SCHWAB & CO., INC.2 years

Service code 33 · EIN 94-1737782

Securities brokerage; Securities brok...

$50

NATIONAL FINANCIAL SERVICES3+ years

Service code 33 · EIN 04-3523567

Securities brokerage commissions and ...

VIA CHRISTI HEALTH 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

VIA CHRISTI HEALTH 401(K) PLAN

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