Retirement plan

ST. LUKE'S MANAGEMENT, INC. INTERNAL REVENUE CODE SECTION 403(B) TAX

Name: ST LUKE'S NURSING CENTER, INC. - ST. LUKE'S MANAGEMENT, INC. INTERNAL REVENUE CODE SECTION 403(B) TAX (2018) Form 5500
Creator: ST LUKE'S NURSING CENTER, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ST. LUKE'S MANAGEMENT, INC. INTERNAL REVENUE CODE SECTION 403(B) TAX, ST LUKE'S NURSING CENTER, INC.

ST LUKE'S NURSING CENTER, INC.EIN 43-1430756Plan #002PY 2018

1220 E FAIRVIEW AVE - CARTHAGE, MO 648363122417-358-9084

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$1.3M

+0.1% from 2017

Total participants

-16.7% from 2017

Average account balance

$24,337

+18.6% from 2017

Annual return

-1.20%

-9.83 pp from 2017

Benchmarks

See 18,164 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,164 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$672K

Not enough data

1 years with asset history on file

Average account balance

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

$21K

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.

123.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$55K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+9.78%

Not enough data

1 years with return on file

Admin fee / account holder

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

$11831

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 codes2F2G2L2M2T

Plan features

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
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.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$140K

$3116 / participant

Other / not subdivided$140K100.0%

% of EOY assets

10.668%

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

$24,337

$75,962-68.0%

$154,108-84.2%

$64,173-62.1%

Participation rate

97.8%

70.4%+27.4pp

83.0%+14.7pp

69.6%+28.2pp

Annual return

-1.20%

30.32%-31.5pp

735.21%-736.4pp

7.63%-8.8pp

Employer contribution / active EE

$1,854

$3,350-44.7%

$5,298-65.0%

$2,381-22.1%

Participant deferral / active EE

$1,621

$3,175-48.9%

$5,081-68.1%

$3,470-53.3%

Admin fee / account holder

$2,596

$5,589-53.5%

$13,411-80.6%

$4,887-46.9%

ST. LUKE'S MANAGEMENT, INC. INTERNAL REVENUE CODE SECTION 403(B) TAX

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ST. LUKE'S MANAGEMENT, INC. INTERNAL REVENUE CODE SECTION 403(B) TAX

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