Retirement plan

ST. VINCENT'S HEALTH SYSTEM MATCHED SAVINGS PLAN

Name: ASCENSION HEALTHCARE - ST. VINCENT'S HEALTH SYSTEM MATCHED SAVINGS PLAN (2019) Form 5500
Creator: ASCENSION HEALTHCARE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ST. VINCENT'S HEALTH SYSTEM MATCHED SAVINGS PLAN, ASCENSION HEALTHCARE

ASCENSION HEALTHCAREEIN 31-1662309Plan #016PY 2019

PO BOX 46944 - ST. LOUIS, MO 631466944314-733-8622LinkedIn1001-5000 employeescivic & social organization

Other plans on this EIN

10 filings

#333Retirement-$587.4M assets #019Retirement-$84.8M assets #021Retirement-$71.8M assets #015Retirement-$62.4M assets #014Retirement-$37.3M assets #022Retirement-$36.4M assets #008Retirement-$17.4M assets #018Retirement-$16.8M assets #020Retirement-$5.7M assets #012Retirement-$4.5M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

No prior year

Total participants

No prior year

Average account balance

No prior year

Annual return

0.00%

0.00 pp from 2018

Benchmarks

See 104,293 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort104,293 peers

Snapshot2019

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

Not enough data

0 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

This year's asset flow

No Schedule H asset amounts on this filing

Annual return

Diverging bars; negative years highlighted

+0.00%

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

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 codes2E2G2J3H

Plan features

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

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

$202,348-100.0%

$172,757-100.0%

$152,914-100.0%

Participation rate

0.0%

87.1%-87.1pp

82.6%-82.6pp

82.5%-82.5pp

Annual return

0.00%

1029.95%-1030.0pp

803.06%-803.1pp

345.48%-345.5pp

Employer contribution / active EE

$5,858-100.0%

$5,144-100.0%

$4,764-100.0%

Participant deferral / active EE

$5,948-100.0%

$5,198-100.0%

$5,852-100.0%

Admin fee / account holder

$17,113-100.0%

$13,956-100.0%

$11,601-100.0%

ST. VINCENT'S HEALTH SYSTEM MATCHED SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ST. VINCENT'S HEALTH SYSTEM MATCHED SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion