Retirement plan

CHICAGO CAR INTERCHANGE BUREAU PLAN

Name: CHICAGO CAR INTERCHANGE BUREAU - CHICAGO CAR INTERCHANGE BUREAU PLAN (2022) Form 5500
Creator: CHICAGO CAR INTERCHANGE BUREAU
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHICAGO CAR INTERCHANGE BUREAU PLAN, CHICAGO CAR INTERCHANGE BUREAU

CHICAGO CAR INTERCHANGE BUREAUEIN 36-4064132Plan #002PY 2022

62 ORLAND SQUARE DRIVE,, SUITE 301 - ORLAND PARK, IL 60462708-403-5216theccib.comLinkedIn1-10 employeestransportation/trucking/railroad

Prospect flagsLow returnsHigh assets / participant

How to read this page

Total assets (EOY)

$1.8M

-25.7% from 2021

Total participants

0.0% from 2021

Average account balance

$359,573

-25.7% from 2021

Annual return

-27.50%

-50.65 pp from 2021

Benchmarks

See 8,685 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort8,685 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.27M

Not enough data

1 years with asset history on file

Average account balance

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

$654K

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.

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$50K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+30.04%

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 codes2E2F2G2J2T3D

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.
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.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$359,573

$82,324+336.8%

$68,803+422.6%

$134,545+167.3%

Participation rate

100.0%

75.1%+24.9pp

69.0%+31.0pp

81.2%+18.8pp

Annual return

-27.50%

-2.17%-25.3pp

-6.37%-21.1pp

418.37%-445.9pp

Employer contribution / active EE

$1,876

$3,302-43.2%

$2,656-29.4%

$4,742-60.4%

Participant deferral / active EE

$9,153

$4,740+93.1%

$3,942+132.2%

$6,401+43.0%

Admin fee / account holder

$6,485-100.0%

$4,936-100.0%

$11,431-100.0%

CHICAGO CAR INTERCHANGE BUREAU PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CHICAGO CAR INTERCHANGE BUREAU 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