Retirement plan

PLUMBERS AND FITTERS LOCAL 101 SUPPLEMENTAL PENSION PLAN

Name: PLUMBERS AND FITTERS LOCAL 101 SUPPLEMENTAL PENSION PLAN - PLUMBERS AND FITTERS LOCAL 101 SUPPLEMENTAL PENSION PLAN (2018) Form 5500
Creator: PLUMBERS AND FITTERS LOCAL 101 SUPPLEMENTAL PENSION PLAN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PLUMBERS AND FITTERS LOCAL 101 SUPPLEMENTAL PENSION PLAN, PLUMBERS AND FITTERS LOCAL 101 SUPPLEMENTAL PENSION PLAN

PLUMBERS AND FITTERS LOCAL 101 SUPPLEMENTAL PENSION PLANEIN 37-1398133Plan #001PY 2018

8 PREMIER DR - BELLEVILLE, IL 622203421618-234-5504

Prospect flagsFailed to transmit contributions

How to read this page

Total assets (EOY)

$11.4M

+10.3% from 2017

Total participants

183

-1.6% from 2017

Average account balance

$62,081

+12.1% from 2017

Annual return

13.06%

-0.77 pp from 2017

Benchmarks

See 2,193 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants100-249

Cohort2,193 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$17.18M

Not enough data

1 years with asset history on file

Average account balance

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

$107K

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.

161

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

$480K

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

+28.68%

Not enough data

1 years with return on file

Admin fee / account holder

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

$277

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 2 by compensation

Provider	Service type	Compensation
PLUMBERS LOCAL UNION NO. 6903+ years Filed as: PLUMBERS & PIPEFITTERS LOCAL 25 BEN Service code 14 · EIN 47-1064332	Plan Administrator	$13,597
SCHEFFEL BOYLE3+ years Service code 10 · EIN 37-1206530	Accounting	$6,900

Plan features & details

Pension benefit codes2G2J

Plan features

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.

Opportunity flags

1 tripped

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$35K

$274 / participant

Investment mgmt$2K4.3%
Contract admin$15K43.2%
Other / not subdivided$18K52.5%

% of EOY assets

0.307%

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: SCHEFFEL BOYLE
Auditor EIN: 371206530
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$62,081

$79,523-21.9%

$140,019-55.7%

$56,287+10.3%

Participation rate

100.0%

85.7%+14.3pp

87.5%+12.5pp

69.9%+30.1pp

Annual return

13.06%

2.39%+10.7pp

651.15%-638.1pp

-9.96%+23.0pp

Employer contribution / active EE

$3,350-100.0%

$5,605-100.0%

$2,111-100.0%

Participant deferral / active EE

$3,285

$5,129-36.0%

$6,927-52.6%

$3,350-1.9%

Admin fee / account holder

$190

$614-69.0%

$10,705-98.2%

$521-63.5%

Provider

Service type

Compensation

PLUMBERS LOCAL UNION NO. 6903+ years

Filed as: PLUMBERS & PIPEFITTERS LOCAL 25 BEN

Service code 14 · EIN 47-1064332

Plan Administrator

$13,597

SCHEFFEL BOYLE3+ years

Service code 10 · EIN 37-1206530

Accounting

$6,900

PLUMBERS AND FITTERS LOCAL 101 SUPPLEMENTAL PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PLUMBERS AND FITTERS LOCAL 101 SUPPLEMENTAL PENSION 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