Retirement plan

THE BELLEVUE HOSPITAL 401(K) PLAN

Name: THE BELLEVUE HOSPITAL - THE BELLEVUE HOSPITAL 401(K) PLAN (2017) Form 5500
Creator: THE BELLEVUE HOSPITAL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE BELLEVUE HOSPITAL 401(K) PLAN, THE BELLEVUE HOSPITAL

THE BELLEVUE HOSPITALEIN 34-4428205Plan #004PY 2017

1400 W. MAIN ST. - BELLEVUE, OH 44811419-483-4040LinkedIn1-10 employeesmedical practice

Other plans on this EIN

2 filings

#007Retirement-$608K assets #001Retirement-$264K assets

Prospect flagsCorrective distributions

Top hat statement on fileNQDC

Filed June 8, 2009 (most recent of 2 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)

$37M

+19.0% from 2016

Total participants

433

+1.9% from 2016

Average account balance

$86,022

+17.4% from 2016

Annual return

18.95%

+10.87 pp from 2016

Benchmarks

See 3,813 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,813 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$50.94M

Not enough data

1 years with asset history on file

Average account balance

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

$118K

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.

430

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.

98.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.86M

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

+11.76%

Not enough data

1 years with return on file

Admin fee / account holder

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

$162

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 10 of 19 by compensation

Provider	Service type	Compensation
RAYMOND JAMES FINANCIAL SERVICES1 year Filed as: RAYMOND JAMES FIN SVCS, INC. Service code 27 · EIN 59-1531281	Advisory (Plan)	$30,880
PLANTE & MORAN, PLLC2 years Filed as: PLANTE MORAN Service code 38 · EIN 38-1357951	Participant Communication	$17,185
RAYMOND JAMES FINANCIAL SERVICES1 year Filed as: RAYMOND JAMES FINANCIAL SERVICES IN Service code 27 · EIN 59-1531281	Advisory (Plan)	$9,995
MASSACHUSETTS MUTUAL LIFE INS. CO.3+ years Service code 15 · EIN 04-1590850	Recordkeeping	$8,722
AMERICAN CENTURY1 year Service code 52 · EIN 44-6006315	Indirect Investment Fees	$0
AMERICAN FUNDS1 year Service code 52 · EIN 95-6006886	Indirect Investment Fees	$0
BLACKROCK1 year Service code 52 · EIN 51-0318674	Indirect Investment Fees	$0
COLUMBIA1 year Service code 52 · EIN 56-0906609	Indirect Investment Fees	$0
THE BANK OF NEW YORK MELLON1 year Filed as: DREYFUS Service code 52 · EIN 13-4024319	Indirect Investment Fees	$0
FRANKLIN TEMPLETON1 year Filed as: FRANKLINTEMPLETON Service code 52 · EIN 59-6865210	Indirect Investment Fees	$0

Plan features & details

Pension benefit codes2E2J2F2G2K3F2S2T

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

Opportunity flags

1 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$57K

$138 / participant

Investment mgmt$31K54.3%
Contract admin$7K12.8%
Other / not subdivided$19K32.9%

% of EOY assets

0.154%

all-in expense ratio

Categories reported

2 / 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: PLANTE MORAN
Auditor EIN: 381357951
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$86,022

$46,173+86.3%

$170,435-49.5%

$69,631+23.5%

Participation rate

99.3%

63.9%+35.4pp

83.6%+15.7pp

70.7%+28.6pp

Annual return

18.95%

21.62%-2.7pp

205.94%-187.0pp

27571.02%-27552.1pp

Employer contribution / active EE

$1,843

$1,610+14.5%

$5,432-66.1%

$2,032-9.3%

Participant deferral / active EE

$3,658

$2,080+75.8%

$4,939-26.0%

$3,224+13.5%

Admin fee / account holder

$132

$116+14.0%

$13,881-99.0%

$110+19.7%

Provider

Service type

Compensation

RAYMOND JAMES FINANCIAL SERVICES1 year

Filed as: RAYMOND JAMES FIN SVCS, INC.

Service code 27 · EIN 59-1531281

Advisory (Plan)

$30,880

PLANTE & MORAN, PLLC2 years

Filed as: PLANTE MORAN

Service code 38 · EIN 38-1357951

Participant Communication

$17,185

RAYMOND JAMES FINANCIAL SERVICES1 year

Filed as: RAYMOND JAMES FINANCIAL SERVICES IN

Service code 27 · EIN 59-1531281

Advisory (Plan)

$9,995

MASSACHUSETTS MUTUAL LIFE INS. CO.3+ years

Service code 15 · EIN 04-1590850

Recordkeeping

$8,722

AMERICAN CENTURY1 year

Service code 52 · EIN 44-6006315

Indirect Investment Fees

AMERICAN FUNDS1 year

Service code 52 · EIN 95-6006886

Indirect Investment Fees

BLACKROCK1 year

Service code 52 · EIN 51-0318674

Indirect Investment Fees

COLUMBIA1 year

Service code 52 · EIN 56-0906609

Indirect Investment Fees

THE BANK OF NEW YORK MELLON1 year

Filed as: DREYFUS

Service code 52 · EIN 13-4024319

Indirect Investment Fees

FRANKLIN TEMPLETON1 year

Filed as: FRANKLINTEMPLETON

Service code 52 · EIN 59-6865210

Indirect Investment Fees

THE BELLEVUE HOSPITAL 401(K) PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE BELLEVUE HOSPITAL 401(K) 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