Retirement plan

WOOD COUNTY HOSPITAL 403(B) PLAN

Name: WOOD COUNTY HOSPITAL ASSOCIATION - WOOD COUNTY HOSPITAL 403(B) PLAN (2020) Form 5500
Creator: WOOD COUNTY HOSPITAL ASSOCIATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WOOD COUNTY HOSPITAL 403(B) PLAN, WOOD COUNTY HOSPITAL ASSOCIATION

WOOD COUNTY HOSPITAL ASSOCIATIONEIN 34-4440884Plan #004PY 2020

950 WEST WOOSTER STREET - BOWLING GREEN, OH 43402419-354-8968woodcountyhospital.orgLinkedIn501-1000 employeeshospital & health care

Other plans on this EIN

1 filing

#001Retirement-$68.7M assets

Prospect flagsLow returns

Top hat statement on fileNQDC

Filed December 16, 2010 (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.

Open the filing PDF

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Total assets (EOY)

$39.3M

+7.8% from 2019

Total participants

1,158

-8.0% from 2019

Average account balance

$40,337

+35.4% from 2019

Annual return

10.66%

-11.93 pp from 2019

Benchmarks

See 3,872 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,872 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$52.61M

Not enough data

1 years with asset history on file

Average account balance

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

$42K

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.

1,247

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.

93.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$4.08M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+17.10%

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

1 years with F_SCH_H allocation on file

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Service providers

Top 10 of 12 by compensation

Provider	Service type	Compensation
MASSACHUSETTS MUTUAL LIFE INS. CO.6+ years Service code 49 · EIN 04-1590850	Other Services	$10,622
MASSACHUSETTS MUTUAL LIFE INS. CO.1 year Filed as: MASSMUTUAL LIFE INSURANCE COMPANY Service code 38 · EIN 04-1590850	Participant Communication	$5,129
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037	Indirect Investment Fees	$0
BLACKROCK1 year Service code 52 · EIN 71-0783752	Indirect Investment Fees	$0
DAVIS1 year Service code 52 · EIN 13-2601967	Indirect Investment Fees	$0
FRANKLIN TEMPLETON1 year Filed as: FRANKLINTEMPLETON Service code 52 · EIN 13-3151768	Indirect Investment Fees	$0
GOLDMAN SACHS1 year Service code 52 · EIN 13-4166989	Indirect Investment Fees	$0
INVESCO1 year Service code 52 · EIN 84-1308320	Indirect Investment Fees	$0
MFS INVESTMENT MANAGEMENT1 year Service code 52 · EIN 04-3158862	Indirect Investment Fees	$0
PIMCO FUNDS1 year Service code 52 · EIN 95-2632339	Indirect Investment Fees	$0

Plan features & details

Pension benefit codes2M2L2F2G3F3H2S2T

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
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.
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 returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$16K

$18 / participant

Contract admin$9K57.6%
Other / not subdivided$7K42.4%

% of EOY assets

0.041%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: BLUE & CO., LLC
Auditor EIN: 351178661
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$40,337

$52,293-22.9%

$178,499-77.4%

$73,412-45.1%

Participation rate

79.5%

65.3%+14.1pp

81.9%-2.4pp

72.2%+7.3pp

Annual return

10.66%

34.75%-24.1pp

151.10%-140.4pp

59.30%-48.6pp

Employer contribution / active EE

$703

$1,735-59.5%

$5,011-86.0%

$2,234-68.5%

Participant deferral / active EE

$2,566

$2,332+10.0%

$5,202-50.7%

$3,806-32.6%

Admin fee / account holder

$16

$127-87.1%

$13,986-99.9%

$158-89.6%

Provider

Service type

Compensation

MASSACHUSETTS MUTUAL LIFE INS. CO.6+ years

Service code 49 · EIN 04-1590850

Other Services

$10,622

MASSACHUSETTS MUTUAL LIFE INS. CO.1 year

Filed as: MASSMUTUAL LIFE INSURANCE COMPANY

Service code 38 · EIN 04-1590850

Participant Communication

$5,129

AMERICAN FUNDS1 year

Service code 52 · EIN 95-1411037

Indirect Investment Fees

BLACKROCK1 year

Service code 52 · EIN 71-0783752

Indirect Investment Fees

DAVIS1 year

Service code 52 · EIN 13-2601967

Indirect Investment Fees

FRANKLIN TEMPLETON1 year

Filed as: FRANKLINTEMPLETON

Service code 52 · EIN 13-3151768

Indirect Investment Fees

GOLDMAN SACHS1 year

Service code 52 · EIN 13-4166989

Indirect Investment Fees

INVESCO1 year

Service code 52 · EIN 84-1308320

Indirect Investment Fees

MFS INVESTMENT MANAGEMENT1 year

Service code 52 · EIN 04-3158862

Indirect Investment Fees

PIMCO FUNDS1 year

Service code 52 · EIN 95-2632339

Indirect Investment Fees

WOOD COUNTY HOSPITAL 403(B) PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WOOD COUNTY HOSPITAL 403(B) 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