Retirement plan

PENSION PLAN AND TRUST OF THE GOVERNMENT EMPLOYEES HEALTH ASSOCIATION, INC.

Name: GOVERNMENT EMPLOYEES HEALTH ASSOCIATION, INC. - PENSION PLAN AND TRUST OF THE GOVERNMENT EMPLOYEES HEALTH ASSOCIATION, INC. (2017) Form 5500
Creator: GOVERNMENT EMPLOYEES HEALTH ASSOCIATION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PENSION PLAN AND TRUST OF THE GOVERNMENT EMPLOYEES HEALTH ASSOCIATION, INC., GOVERNMENT EMPLOYEES HEALTH ASSOCIATION, INC.

GOVERNMENT EMPLOYEES HEALTH ASSOCIATION, INC.EIN 44-0545275Plan #001PY 2017

310 NE MULBERRY STREET - LEES SUMMIT, MO 64086816-257-3301LinkedIn1001-5000 employeesinsurance

Prospect flagsLow returnsCorrective distributions

Top hat statement on fileNQDC

Filed April 23, 2018 (most recent of 2 filings on file)

Plan administrator

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310 NE Mulberry Street

Lee's Summit State: MO Zip Code: 64086

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Plans declared (1)

GEHA Executive Severance Plan15 emp

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Total assets (EOY)

$213M

+5.6% from 2016

Total participants

1,399

-2.2% from 2016

Average account balance

$159,788

+2.9% from 2016

Annual return

12.28%

+11.94 pp from 2016

Benchmarks

See 217 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants1,000-4,999

Cohort217 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 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

+10.20%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

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Service providers

Top 2 by compensation

Provider	Service type	Compensation
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930	Recordkeeping	$133,885
NEOSHO ADVISORS LLC2+ years Service code 27 · EIN 26-4141994	Advisory (Plan)	$8,007

Plan features & details

Pension benefit codes2C2F2G2T

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit 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.

Opportunity flags

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$143K

$136 / participant

Other / not subdivided$143K100.0%

% of EOY assets

0.067%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: BKD,LLP
Auditor EIN: 440160263
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$159,788

$41,256+287.3%

$86,581+84.6%

$77,958+105.0%

Participation rate

93.7%

63.0%+30.8pp

73.5%+20.2pp

71.6%+22.1pp

Annual return

12.28%

17.67%-5.4pp

965.06%-952.8pp

20.87%-8.6pp

Employer contribution / active EE

$11,306

$1,613+601.2%

$2,840+298.2%

$2,310+389.4%

Participant deferral / active EE

$842

$2,332-63.9%

$3,609-76.7%

$3,537-76.2%

Admin fee / account holder

$108

$71+52.0%

$4,904-97.8%

$97+10.5%

Provider

Service type

Compensation

THE VANGUARD GROUP, INC.2+ years

Service code 15 · EIN 23-1945930

Recordkeeping

$133,885

NEOSHO ADVISORS LLC2+ years

Service code 27 · EIN 26-4141994

Advisory (Plan)

$8,007

PENSION PLAN AND TRUST OF THE GOVERNMENT EMPLOYEES HEALTH ASSOCIATION, INC.

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PENSION PLAN AND TRUST OF THE GOVERNMENT EMPLOYEES HEALTH ASSOCIATION, INC.

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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