Retirement plan

WISCONSIN HEALTH FUND 401(K) PLAN

Name: WISCONSIN HEALTH FUND - WISCONSIN HEALTH FUND 401(K) PLAN (2015) Form 5500
Creator: WISCONSIN HEALTH FUND
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WISCONSIN HEALTH FUND 401(K) PLAN, WISCONSIN HEALTH FUND

WISCONSIN HEALTH FUNDEIN 39-6063342Plan #002PY 2015

6200 WEST BLUEMOUND RD. - MILWAUKEE, WI 53213414-479-3601LinkedIn1-10 employeeshospital & health care

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$8.7M

No prior year

Total participants

No prior year

Average account balance

$93,431

No prior year

Annual return

0.59%

No prior year

Benchmarks

See 7,498 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants25-99

Cohort7,498 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$17.67M

Not enough data

1 years with asset history on file

Average account balance

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

$188K

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.

132.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$664K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+12.60%

Not enough data

1 years with return on file

Admin fee / account holder

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

$9752

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

Top 2 by compensation

Provider	Service type	Compensation
FREYBERG HINKLE ET AL1+ years Filed as: FREYBERG, HINKLE, ASHLAND, POWERS & Service code 10 · EIN 39-1531945	Accounting	$8,215
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037	Directed Trustee	$771

Plan features & details

Pension benefit codes2E2F2G2J2K2T3D

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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

1 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$9K

$107 / participant

Contract admin$9K100.0%

% of EOY assets

0.103%

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: FREYBERG HINKLE ASHLAND POWERS AND
Auditor EIN: 391531945
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$93,431

$82,028+13.9%

$123,105-24.1%

$59,633+56.7%

Participation rate

94.0%

83.2%+10.8pp

86.8%+7.3pp

68.7%+25.4pp

Annual return

0.59%

5.12%-4.5pp

13.22%-12.6pp

2041.45%-2040.9pp

Employer contribution / active EE

$2,064

$3,297-37.4%

$5,151-59.9%

$2,203-6.3%

Participant deferral / active EE

$3,132

$4,667-32.9%

$6,229-49.7%

$3,192-1.9%

Admin fee / account holder

$97

$5,879-98.4%

$9,014-98.9%

$4,297-97.8%

Provider

Service type

Compensation

FREYBERG HINKLE ET AL1+ years

Filed as: FREYBERG, HINKLE, ASHLAND, POWERS &

Service code 10 · EIN 39-1531945

Accounting

$8,215

AMERICAN FUNDS1+ years

Filed as: CAPITAL RESEARCH & MANAGEMENT CO.

Service code 25 · EIN 95-1411037

Directed Trustee

$771

WISCONSIN HEALTH FUND 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WISCONSIN HEALTH FUND 401(K) 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