Retirement plan

BEATRICE COMMUNITY HOSPITAL AND HEALTH CENTER, INC. EMPLOYEES SAVINGS TRUST

Name: BEATRICE COMMUNITY HOSPITAL AND HEALTH CENTER, INC. - BEATRICE COMMUNITY HOSPITAL AND HEALTH CENTER, INC. EMPLOYEES SAVINGS TRUST (2016) Form 5500
Creator: BEATRICE COMMUNITY HOSPITAL AND HEALTH CENTER, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BEATRICE COMMUNITY HOSPITAL AND HEALTH CENTER, INC. EMPLOYEES SAVINGS TRUST, BEATRICE COMMUNITY HOSPITAL AND HEALTH CENTER, INC.

BEATRICE COMMUNITY HOSPITAL AND HEALTH CENTER, INC.EIN 47-0379834Plan #001PY 2016

4800 HOSPITAL PARKWAY - BEATRICE, NE 68310402-228-3344beatricecommunityhospital.comLinkedIn501-1000 employeeshospital & health care

Other plans on this EIN

1 filing

#002Retirement-$2.8M assets

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed April 8, 2024

Plan administrator

Plan administrator name— Sign in and upgrade to view

P.O 278 - 4800 Hospital Parkway

Beatrice, NE 68310

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Plans declared (1)

Beatrice Community Hospital & Health Center, Inc. Employees 457(b) Plan550 emp

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Total assets (EOY)

$24M

No prior year

Total participants

471

No prior year

Average account balance

$53,944

No prior year

Annual return

8.71%

No prior year

Benchmarks

See 3,733 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,733 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$58.75M

Not enough data

1 years with asset history on file

Average account balance

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

$90K

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.

651

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.

98.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$5.42M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+12.45%

Not enough data

1 years with return on file

Admin fee / account holder

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

$190

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 2 by compensation

Provider	Service type	Compensation
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS Service code 27 110 SOUTH 6TH ST. · BEATRICE, NE 68310	Advisory (Plan)	$33,049
CPI QUALIFIED PLAN CONSULTANTS, INC1+ years Service code 12 · EIN 48-1205033 1809 24TH STREET · GREAT BEND, KS 67530	Sub-transfer agency fees; Recordkeepi...	$19,608

Plan features & details

Pension benefit codes2E2F2G2J3D

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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$33K

$79 / participant

Investment mgmt$33K98.5%
Contract admin$5001.5%

% of EOY assets

0.139%

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

$53,944

$36,916+46.1%

$156,551-65.5%

$57,658-6.4%

Participation rate

93.6%

63.4%+30.1pp

84.0%+9.6pp

70.2%+23.3pp

Annual return

8.71%

12.38%-3.7pp

32.23%-23.5pp

5.13%+3.6pp

Employer contribution / active EE

$3,707

$1,571+136.0%

$5,501-32.6%

$1,974+87.8%

Participant deferral / active EE

$2,343

$1,926+21.7%

$4,871-51.9%

$3,061-23.4%

Admin fee / account holder

$75

$82-8.9%

$13,028-99.4%

$95-20.5%

Provider

Service type

Compensation

WELLS FARGO BANK, N.A.1+ years

Filed as: WELLS FARGO ADVISORS

Service code 27

110 SOUTH 6TH ST. · BEATRICE, NE 68310

Advisory (Plan)

$33,049

CPI QUALIFIED PLAN CONSULTANTS, INC1+ years

Service code 12 · EIN 48-1205033

1809 24TH STREET · GREAT BEND, KS 67530

Sub-transfer agency fees; Recordkeepi...

$19,608

BEATRICE COMMUNITY HOSPITAL AND HEALTH CENTER, INC. EMPLOYEES SAVINGS TRUST

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

BEATRICE COMMUNITY HOSPITAL AND HEALTH CENTER, INC. EMPLOYEES SAVINGS TRUST

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