Retirement plan

GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN EMPLOYER FUNDED RETIREMENT PLAN

Name: GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN - GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN EMPLOYER FUNDED RETIREMENT PLAN (2017) Form 5500
Creator: GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN EMPLOYER FUNDED RETIREMENT PLAN, GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN

GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSINEIN 39-1199466Plan #001PY 2017

1265 JOHN Q HAMMONS DRIVE, P.O. BOX 44971 - MADISON, WI 537444971608-251-4156ghcscw.comLinkedIn501-1000 employeeshospital & health care

Other plans on this EIN

1 filing

#002Retirement-$39.0M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$53.1M

+14.5% from 2016

Total participants

848

+9.7% from 2016

Average account balance

$76,786

+1.4% from 2016

Annual return

16.24%

+8.03 pp from 2016

Benchmarks

See 3,813 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,813 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$51.27M

Not enough data

1 years with asset history on file

Average account balance

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

$77K

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.

663

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.

73.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+13.00%

Not enough data

1 years with return on file

Admin fee / account holder

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

$95

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 3 by compensation

Provider	Service type	Compensation
NEWPORT GROUP, INC.2 years Service code 12 · EIN 27-2037969	Direct payment from the plan; Claims ...	$67,287
ASCENSUS LLC1 year Filed as: FRANCIS INVESTMENT COUNSEL Service code 27 · EIN 90-0142264	Advisory (Plan)	$30,137
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131	Account maintenance fees; Custodial (...	$0

Plan features & details

Pension benefit codes2E2F2G2T3D

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.
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

$97K

$133 / participant

Investment mgmt$30K30.9%
Contract admin$67K69.1%

% of EOY assets

0.184%

all-in expense ratio

Categories reported

2 / 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: GRANT THORNTON, LLP
Auditor EIN: 366055558
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$76,786

$46,173+66.3%

$170,435-54.9%

$69,631+10.3%

Participation rate

78.6%

63.9%+14.7pp

83.6%-5.0pp

70.7%+7.9pp

Annual return

16.24%

21.62%-5.4pp

205.94%-189.7pp

27571.02%-27554.8pp

Employer contribution / active EE

$2,446

$1,610+52.0%

$5,432-55.0%

$2,032+20.4%

Participant deferral / active EE

$2,080-100.0%

$4,939-100.0%

$3,224-100.0%

Admin fee / account holder

$141

$116+21.6%

$13,881-99.0%

$110+27.7%

Provider

Service type

Compensation

NEWPORT GROUP, INC.2 years

Service code 12 · EIN 27-2037969

Direct payment from the plan; Claims ...

$67,287

ASCENSUS LLC1 year

Filed as: FRANCIS INVESTMENT COUNSEL

Service code 27 · EIN 90-0142264

Advisory (Plan)

$30,137

NEWPORT GROUP, INC.2 years

Filed as: NEWPORT TRUST COMPANY

Service code 12 · EIN 27-4411131

Account maintenance fees; Custodial (...

GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN EMPLOYER FUNDED RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN EMPLOYER FUNDED 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