Retirement plan

CARLINVILLE AREA HOSPITAL ASSOCIATION SAVINGS AND PROTECTION PLAN

Name: CARLINVILLE AREA HOSPITAL ASSOCIATION - CARLINVILLE AREA HOSPITAL ASSOCIATION SAVINGS AND PROTECTION PLAN (2018) Form 5500
Creator: CARLINVILLE AREA HOSPITAL ASSOCIATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CARLINVILLE AREA HOSPITAL ASSOCIATION SAVINGS AND PROTECTION PLAN, CARLINVILLE AREA HOSPITAL ASSOCIATION

CARLINVILLE AREA HOSPITAL ASSOCIATIONEIN 37-0645239Plan #002PY 2018

20733 NORTH BROAD - CARLINVILLE, IL 62626217-854-3141

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$9M

+13.0% from 2017

Total participants

192

+5.5% from 2017

Average account balance

$55,934

+10.2% from 2017

Annual return

12.57%

+0.76 pp from 2017

Benchmarks

See 5,259 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,259 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$14.10M

Not enough data

1 years with asset history on file

Average account balance

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

$53K

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.

268

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.

78.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.67M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+13.63%

Not enough data

1 years with return on file

Admin fee / account holder

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

$247

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

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

Service providers

Top 1 by compensation

Provider	Service type	Compensation
JOHN HANCOCK LIFE INSURANCE COMPANY3+ years Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346	Recordkeeping	$1,071

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$1K

$6 / participant

Contract admin$1K100.0%

% of EOY assets

0.012%

all-in expense ratio

Categories reported

1 / 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: EIDE BAILLY, LLP
Auditor EIN: 420250958
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$55,934

$47,977+16.6%

$154,108-63.7%

$56,289-0.6%

Participation rate

82.6%

66.2%+16.4pp

83.0%-0.5pp

69.9%+12.7pp

Annual return

12.57%

3.54%+9.0pp

735.21%-722.6pp

-9.96%+22.5pp

Employer contribution / active EE

$1,574

$2,169-27.4%

$5,298-70.3%

$2,111-25.5%

Participant deferral / active EE

$3,085

$2,392+29.0%

$5,081-39.3%

$3,350-7.9%

Admin fee / account holder

$438-98.5%

$13,411-100.0%

$521-98.7%

Provider

Service type

Compensation

JOHN HANCOCK LIFE INSURANCE COMPANY3+ years

Filed as: JOHN HANCOCK USA

Service code 15 · EIN 01-0233346

Recordkeeping

$1,071

CARLINVILLE AREA HOSPITAL ASSOCIATION SAVINGS AND PROTECTION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CARLINVILLE AREA HOSPITAL ASSOCIATION SAVINGS AND PROTECTION PLAN

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