Retirement plan

BARR BRANDS INTERNATIONAL, INC. AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP PLAN

Name: W.M. BARR & CO., INC. - BARR BRANDS INTERNATIONAL, INC. AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP PLAN (2016) Form 5500
Creator: W.M. BARR & CO., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BARR BRANDS INTERNATIONAL, INC. AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP PLAN, W.M. BARR & CO., INC.

W.M. BARR & CO., INC.EIN 46-1120364Plan #002PY 2016

6750 LENOX CENTER COURT, SUITE 200 - MEMPHIS, TN 38115901-775-0100

Other plans on this EIN

1 filing

#003Retirement-$7.6M assets

Prospect flagsHigh assets / participantLow participant contribution

How to read this page

Total assets (EOY)

$171.4M

-7.5% from 2016

Total participants

394

-9.1% from 2016

Average account balance

$434,974

+1.8% from 2016

Annual return

10.34%

+23.29 pp from 2016

Benchmarks

See 1,948 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort1,948 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$470.41M

Not enough data

1 years with asset history on file

Average account balance

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

$747K

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.

630

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$6.81M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+13.19%

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

1 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 codes2I2P2Q3H3I

Plan features

2I
Stock bonus
Stock bonus plan.
2P
Leveraged ESOP
Employee stock ownership plan that acquires employer securities with borrowed money or other debt-financing techniques.
2Q
ESOP maintained by an S corporation
The employer maintaining this ESOP is an S corporation.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

Opportunity flags

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Plan-level admin expenses are zero - fees are likely paid at the master-trust level rather than the individual plan.

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: MAYER HOFFMAN MCCANN PC
Auditor EIN: 431947695
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$434,974

$56,640+668.0%

$78,002+457.6%

$55,167+688.5%

Participation rate

100.0%

73.3%+26.7pp

75.5%+24.5pp

69.0%+31.0pp

Annual return

10.34%

2868.48%-2858.1pp

425.99%-415.7pp

169.23%-158.9pp

Employer contribution / active EE

$14,140

$1,724+720.4%

$2,470+472.4%

$1,963+620.5%

Participant deferral / active EE

$2,778-100.0%

$3,497-100.0%

$3,054-100.0%

Admin fee / account holder

$467-100.0%

$5,481-100.0%

$504-100.0%

BARR BRANDS INTERNATIONAL, INC. AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BARR BRANDS INTERNATIONAL, INC. AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP 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