Retirement plan

CHILDREN'S HOSPITAL & MEDICAL CENTER 403(B) PLAN

Name: CHILDRENS HOSPITAL & MEDICAL CTR - CHILDREN'S HOSPITAL & MEDICAL CENTER 403(B) PLAN (2017) Form 5500
Creator: CHILDRENS HOSPITAL & MEDICAL CTR
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHILDREN'S HOSPITAL & MEDICAL CENTER 403(B) PLAN, CHILDRENS HOSPITAL & MEDICAL CTR

CHILDRENS HOSPITAL & MEDICAL CTREIN 47-0379754Plan #002PY 2017

8200 DODGE STREET - OMAHA, NE 68114402-955-6032

Prospect flagsCorrective distributions

Top hat statement on fileNQDC

Filed July 25, 2018 (most recent of 4 filings on file)

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$194.7M

+27.8% from 2016

Total participants

2,924

+7.5% from 2016

Average account balance

$69,007

+16.9% from 2016

Annual return

18.92%

+9.35 pp from 2016

Benchmarks

See 1,308 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants1,000-4,999

Cohort1,308 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$457.20M

Not enough data

1 years with asset history on file

Average account balance

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

$103K

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.

4,428

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.

97.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$39.40M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+13.15%

Not enough data

1 years with return on file

Admin fee / account holder

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

$123

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

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Service providers

Top 10 of 15 by compensation

Provider	Service type	Compensation
MASSACHUSETTS MUTUAL LIFE INS. CO.3+ years Service code 52 · EIN 04-1590850	Indirect Investment Fees	$338,942
CAMBRIDGE INVESTMENT RESEARCH3+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 39-1897480	Advisory (Plan)	$108,760
SEIM JOHNSON, LLP1 year Service code 10 · EIN 47-6097913	Accounting	$5,390
AMERICAN CENTURY1 year Service code 52 · EIN 44-6006315	Indirect Investment Fees	$0
BLACKROCK1 year Service code 52 · EIN 51-0318674	Indirect Investment Fees	$0
COLUMBIA1 year Service code 52 · EIN 36-3376651	Indirect Investment Fees	$0
DIMENSIONAL FUND ADVISORS1 year Service code 52 · EIN 22-2370029	Indirect Investment Fees	$0
THE BANK OF NEW YORK MELLON1 year Filed as: DREYFUS Service code 52 · EIN 04-2694144	Indirect Investment Fees	$0
IVY FUNDS1 year Service code 52 · EIN 04-6006759	Indirect Investment Fees	$0
MORGAN STANLEY SMITH BARNEY1 year Filed as: JP MORGAN Service code 52 · EIN 26-3613641	Indirect Investment Fees	$0

Plan features & details

Pension benefit codes2M2F2G3F3H2S2T

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.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$313K

$120 / participant

Investment mgmt$263K84.0%
Contract admin$46K14.6%
Other / not subdivided$4K1.4%

% of EOY assets

0.161%

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: SEIM JOHNSON, LLP
Auditor EIN: 476097913
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$69,007

$44,989+53.4%

$170,439-59.5%

$77,958-11.5%

Participation rate

96.0%

64.6%+31.4pp

83.6%+12.4pp

71.6%+24.4pp

Annual return

18.92%

19.61%-0.7pp

205.94%-187.0pp

20.87%-1.9pp

Employer contribution / active EE

$3,565

$1,466+143.1%

$5,433-34.4%

$2,310+54.3%

Participant deferral / active EE

$4,839

$2,208+119.2%

$4,939-2.0%

$3,537+36.8%

Admin fee / account holder

$111

$69+60.9%

$13,881-99.2%

$97+13.9%

Provider

Service type

Compensation

MASSACHUSETTS MUTUAL LIFE INS. CO.3+ years

Service code 52 · EIN 04-1590850

Indirect Investment Fees

$338,942

CAMBRIDGE INVESTMENT RESEARCH3+ years

Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS

Service code 27 · EIN 39-1897480

Advisory (Plan)

$108,760

SEIM JOHNSON, LLP1 year

Service code 10 · EIN 47-6097913

Accounting

$5,390

AMERICAN CENTURY1 year

Service code 52 · EIN 44-6006315

Indirect Investment Fees

BLACKROCK1 year

Service code 52 · EIN 51-0318674

Indirect Investment Fees

COLUMBIA1 year

Service code 52 · EIN 36-3376651

Indirect Investment Fees

DIMENSIONAL FUND ADVISORS1 year

Service code 52 · EIN 22-2370029

Indirect Investment Fees

THE BANK OF NEW YORK MELLON1 year

Filed as: DREYFUS

Service code 52 · EIN 04-2694144

Indirect Investment Fees

IVY FUNDS1 year

Service code 52 · EIN 04-6006759

Indirect Investment Fees

MORGAN STANLEY SMITH BARNEY1 year

Filed as: JP MORGAN

Service code 52 · EIN 26-3613641

Indirect Investment Fees

CHILDREN'S HOSPITAL & MEDICAL CENTER 403(B) PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHILDREN'S HOSPITAL & MEDICAL CENTER 403(B) PLAN

Top hat statement on fileNQDC

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