Retirement plan

RETIREMENT PLAN FOR OFFICERS OF LOCAL 155 UAW

Name: INTERNATIONAL UNITED AUTO AEROSPACE & LOCAL 155 - RETIREMENT PLAN FOR OFFICERS OF LOCAL 155 UAW (2019) Form 5500
Creator: INTERNATIONAL UNITED AUTO AEROSPACE & LOCAL 155
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RETIREMENT PLAN FOR OFFICERS OF LOCAL 155 UAW, INTERNATIONAL UNITED AUTO AEROSPACE & LOCAL 155

INTERNATIONAL UNITED AUTO AEROSPACE & LOCAL 155EIN 38-1119326Plan #003PY 2019

7420 MURTHUM AVENUE - WARREN, MI 480923836586-264-5780

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$352K

+28.4% from 2018

Total participants

0.0% from 2018

Average account balance

$70,492

+28.4% from 2018

Annual return

13.08%

+14.18 pp from 2018

Benchmarks

See 35,119 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort35,119 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$561K

Not enough data

1 years with asset history on file

Average account balance

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

$93K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$48K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+11.15%

Not enough data

1 years with return on file

Admin fee / account holder

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

$162

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 codes2E2F2J3D

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).
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.
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

$974

$244 / participant

Other / not subdivided$974100.0%

% of EOY assets

0.276%

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: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$70,492

$103,008-31.6%

$90,304-21.9%

$152,897-53.9%

Participation rate

100.0%

75.9%+24.1pp

73.3%+26.7pp

82.5%+17.5pp

Annual return

13.08%

95.22%-82.1pp

78.13%-65.1pp

345.43%-332.4pp

Employer contribution / active EE

$10,540

$3,139+235.7%

$2,855+269.2%

$4,764+121.3%

Participant deferral / active EE

$4,281-100.0%

$3,885-100.0%

$5,851-100.0%

Admin fee / account holder

$195

$6,175-96.8%

$5,354-96.4%

$11,599-98.3%

RETIREMENT PLAN FOR OFFICERS OF LOCAL 155 UAW

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RETIREMENT PLAN FOR OFFICERS OF LOCAL 155 UAW

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