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 (2017) 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 2017

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

Other plans on this EIN

1 filing

#002Retirement-$3.6M assets

Prospect flagsLow returns

Top hat statement on fileNQDC

Filed April 8, 2024

Plan administrator

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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)

$25.9M

+8.1% from 2016

Total participants

582

+23.6% from 2016

Average account balance

$54,289

+0.6% from 2016

Annual return

12.22%

+3.50 pp from 2016

Benchmarks

See 3,813 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,813 peers

Snapshot2017

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
MARINER LLC1 year Filed as: MARINER RETIREMENT ADVISORS Service code 27 4200 W 115TH STREET, SUITE 100 · LEAWOOD, KS 66211	Advisory (Plan)	$34,727
CPI QUALIFIED PLAN CONSULTANTS, INC2+ years Service code 12 · EIN 48-1205033 1809 24TH STREET · GREAT BEND, KS 67530	Recordkeeping and information managem...	$20,809

Plan features & details

Pension benefit codes2E2F2G2J3D2T

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.
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.
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

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$34K

$63 / participant

Investment mgmt$34K100.0%

% of EOY assets

0.130%

all-in expense ratio

Categories reported

1 / 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: BKD, LLP
Auditor EIN: 440160260
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$54,289

$46,173+17.6%

$170,435-68.1%

$69,631-22.0%

Participation rate

80.3%

63.9%+16.4pp

83.6%-3.3pp

70.7%+9.7pp

Annual return

12.22%

21.62%-9.4pp

205.94%-193.7pp

27571.02%-27558.8pp

Employer contribution / active EE

$3,323

$1,610+106.5%

$5,432-38.8%

$2,032+63.5%

Participant deferral / active EE

$1,691

$2,080-18.7%

$4,939-65.8%

$3,224-47.5%

Admin fee / account holder

$71

$116-39.1%

$13,881-99.5%

$110-36.0%

Provider

Service type

Compensation

MARINER LLC1 year

Filed as: MARINER RETIREMENT ADVISORS

Service code 27

4200 W 115TH STREET, SUITE 100 · LEAWOOD, KS 66211

Advisory (Plan)

$34,727

CPI QUALIFIED PLAN CONSULTANTS, INC2+ years

Service code 12 · EIN 48-1205033

1809 24TH STREET · GREAT BEND, KS 67530

Recordkeeping and information managem...

$20,809

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