Retirement plan

BLUE VALLEY MENTAL HEALTH TAX DEFERRED ANNUITY PLAN

Name: BLUE VALLEY BEHAVIORAL HEALTH INC. - BLUE VALLEY MENTAL HEALTH TAX DEFERRED ANNUITY PLAN (2024) Form 5500
Creator: BLUE VALLEY BEHAVIORAL HEALTH INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BLUE VALLEY MENTAL HEALTH TAX DEFERRED ANNUITY PLAN, BLUE VALLEY BEHAVIORAL HEALTH INC.

BLUE VALLEY BEHAVIORAL HEALTH INC.EIN 47-0528515Plan #005PY 2024

1123 NORTH 9TH STREET - BEATRICE, NE 68310402-228-3386bvbh.netLinkedIn51-200 employeesmental health care

Other plans on this EIN

1 filing

#004Retirement-$1.8M assets

Prospect flagsHigh feesLow employer contributionLow fidelity bond

How to read this page

Total assets (EOY)

$2.5M

+17.3% from 2023

Total participants

+8.9% from 2023

Average account balance

$34,440

+14.1% from 2023

Annual return

11.30%

-1.89 pp from 2023

Benchmarks

See 21,729 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort21,729 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.51M

Not enough data

1 years with asset history on file

Average account balance

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

$34K

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.

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.

82.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$242K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+11.30%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1546

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

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 codes2F2G2L2T3D

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
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

3 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$113K

$1268 / participant

Other / not subdivided$113K100.0%

% of EOY assets

4.489%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$34,440

$81,276-57.6%

$155,574-77.9%

$80,925-57.4%

Participation rate

71.9%

66.2%+5.7pp

78.2%-6.3pp

67.7%+4.3pp

Annual return

11.30%

33.36%-22.1pp

64.87%-53.6pp

35.65%-24.3pp

Employer contribution / active EE

$3,103-100.0%

$4,676-100.0%

$2,756-100.0%

Participant deferral / active EE

$2,714

$3,453-21.4%

$5,629-51.8%

$4,299-36.9%

Admin fee / account holder

$1,546

$7,993-80.7%

$15,914-90.3%

$6,940-77.7%

BLUE VALLEY MENTAL HEALTH TAX DEFERRED ANNUITY PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BLUE VALLEY MENTAL HEALTH TAX DEFERRED ANNUITY 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