Retirement plan

GRAPHIC COMMUNICATIONS UNION LOCAL 17M PENSION TRUST FUND

Name: GRAPHIC COMMUNICATIONS UNION LOCAL 17M - GRAPHIC COMMUNICATIONS UNION LOCAL 17M PENSION TRUST FUND (2017) Form 5500
Creator: GRAPHIC COMMUNICATIONS UNION LOCAL 17M
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GRAPHIC COMMUNICATIONS UNION LOCAL 17M PENSION TRUST FUND, GRAPHIC COMMUNICATIONS UNION LOCAL 17M

GRAPHIC COMMUNICATIONS UNION LOCAL 17MEIN 35-6253328Plan #001PY 2017

MARK HOWARD, 8149 CASTLETON ROAD - INDIANAPOLIS, IN 46250317-598-0864LinkedIn201-500 employeesprinting

Prospect flagsHigh retiree %

How to read this page

Total assets (EOY)

$127K

+0.7% from 2016

Total participants

310

-6.9% from 2016

Average account balance

No prior year

Annual return

57.54%

+39.45 pp from 2016

Benchmarks

See 707 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined benefit

Participants<25

Cohort707 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$65K

Not enough data

1 years with asset history on file

Average account balance

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

$241

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.

269

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.

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

Annual return

Diverging bars; negative years highlighted

+107.17%

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 3 by compensation

Provider	Service type	Compensation
AETNA LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 06-6033492 151 FARMINGTON AVENUE · HARTFORD, CT 061569260	Contract Administrator	$9,793
K.B. PARRISH & CO. LLP1 year Filed as: K.B. PARRISH & CO LLP Service code 10 · EIN 35-0905983 6840 EAGLE HIGHLANDS WAY · INDIANAPOLIS, IN 46254	Accounting	$6,500
MILLIMAN, INC.2+ years Filed as: MILLIMAN INC Service code 11 · EIN 91-0675641 111 MONUMENT CIRCLE · INDIANAPOLIS, IN 46204	Actuarial	$432

Plan features & details

Pension benefit codes1C1I

Plan features

1C
Cash balance or similar plan
A cash balance formula in a defined benefit plan that expresses the accrued benefit in terms more common to a defined contribution plan such as a hypothetical account balance or single sum amount (includes personal account plan pension equity plan life cycle plan and cash account plan).
1I
Frozen plan
As of the last day of the plan year the plan provides that no participant will get any new benefit accrual whether because of service or compensation.

Opportunity flags

1 tripped

InformationalHigh retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.

Expense breakdown

Schedule H Part II

Admin total

$28K

Investment mgmt$100.0%
Contract admin$10K36.5%
Other / not subdivided$18K63.5%

% of EOY assets

21.983%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: MCM CPAS & ADVISORS LLP
Auditor EIN: 271235638
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$222,828-100.0%

$180,484-100.0%

$248,183-100.0%

Participation rate

0.0%

32.1%-32.1pp

10.1%-10.1pp

45.9%-45.9pp

Annual return

57.54%

3.14%+54.4pp

10.53%+47.0pp

10.21%+47.3pp

Employer contribution / active EE

$46,562-100.0%

$29,360-100.0%

$42,272-100.0%

Participant deferral / active EE

$54-100.0%

$121-100.0%

Admin fee / account holder

$1,524-100.0%

$1,273-100.0%

$13,518-100.0%

Provider

Service type

Compensation

AETNA LIFE INSURANCE COMPANY2+ years

Service code 13 · EIN 06-6033492

151 FARMINGTON AVENUE · HARTFORD, CT 061569260

Contract Administrator

$9,793

K.B. PARRISH & CO. LLP1 year

Filed as: K.B. PARRISH & CO LLP

Service code 10 · EIN 35-0905983

6840 EAGLE HIGHLANDS WAY · INDIANAPOLIS, IN 46254

Accounting

$6,500

MILLIMAN, INC.2+ years

Filed as: MILLIMAN INC

Service code 11 · EIN 91-0675641

111 MONUMENT CIRCLE · INDIANAPOLIS, IN 46204

Actuarial

$432

GRAPHIC COMMUNICATIONS UNION LOCAL 17M PENSION TRUST FUND

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GRAPHIC COMMUNICATIONS UNION LOCAL 17M PENSION TRUST FUND

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