Retirement plan

ISBA MUTUAL INSURANCE COMPANY RETIREMENT PLAN

Name: ISBA MUTUAL INSURANCE COMPANY - ISBA MUTUAL INSURANCE COMPANY RETIREMENT PLAN (2017) Form 5500
Creator: ISBA MUTUAL INSURANCE COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ISBA MUTUAL INSURANCE COMPANY RETIREMENT PLAN, ISBA MUTUAL INSURANCE COMPANY

ISBA MUTUAL INSURANCE COMPANYEIN 37-1237560Plan #001PY 2017

20 S CLARK ST STE 800 - CHICAGO, IL 606031826312-379-2000isbamutual.comLinkedIn11-50 employeesinsurance

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$3.6M

+26.4% from 2016

Total participants

+19.2% from 2016

Average account balance

$119,367

-3.1% from 2016

Annual return

14.92%

+8.65 pp from 2016

Benchmarks

See 30,804 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort30,804 peers

Snapshot2017

See peer percentile detail. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Analytics

Total assets (EOY)

Plan-year ending balance

$8.48M

Not enough data

1 years with asset history on file

Average account balance

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

$303K

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.

127.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$666K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$30K

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

+16.94%

Not enough data

1 years with return on file

Admin fee / account holder

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

$18995

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$200

$9 / participant

Other / not subdivided$200100.0%

% of EOY assets

0.006%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

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: -

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$119,367

$171,865-30.5%

$149,718-20.3%

$147,584-19.1%

Participation rate

95.7%

88.2%+7.5pp

87.1%+8.6pp

82.8%+12.8pp

Annual return

14.92%

2113.22%-2098.3pp

1501.63%-1486.7pp

578.55%-563.6pp

Employer contribution / active EE

$10,083

$6,275+60.7%

$5,445+85.2%

$4,876+106.8%

Participant deferral / active EE

$4,046

$7,271-44.4%

$6,569-38.4%

$5,439-25.6%

Admin fee / account holder

$13,799-100.0%

$11,283-99.9%

$10,885-99.9%

ISBA MUTUAL INSURANCE COMPANY RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ISBA MUTUAL INSURANCE COMPANY RETIREMENT 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