Retirement plan

CATHOLIC HEALTH INITIATIVES RETIREMENT PLAN FOR FOR-PROFIT ENTITIES

Name: COMMONSPIRIT HEALTH - CATHOLIC HEALTH INITIATIVES RETIREMENT PLAN FOR FOR-PROFIT ENTITIES (2018) Form 5500
Creator: COMMONSPIRIT HEALTH
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CATHOLIC HEALTH INITIATIVES RETIREMENT PLAN FOR FOR-PROFIT ENTITIES, COMMONSPIRIT HEALTH

COMMONSPIRIT HEALTHEIN 47-0617373Plan #008PY 2018

3900 OLYMPIC BOULEVARD - ERLANGER, KY 410181099859-594-3267commonspirit.orgLinkedIn10001+ employeeshospital & health care

Other plans on this EIN

2 filings

#002Retirement-$3.26B assets #010Retirement-$1.99B assets

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed June 1, 2006 (most recent of 2 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.

Open the filing PDF

How to read this page

Total assets (EOY)

$86

-100.0% from 2017

Total participants

-100.0% from 2017

Average account balance

No prior year

Annual return

-1.89%

-5.89 pp from 2017

Benchmarks

See 13,302 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined benefit

Participants<25

Cohort13,302 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-100.00%

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

0 years with F_SCH_H allocation on file

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

Service providers

Top 5 by compensation

Provider	Service type	Compensation
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291	Actuarial	$307,864
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT Service code 15 · EIN 04-3275867	Recordkeeping	$98,122
POLSINELLI2 years Service code 29 · EIN 43-1064260	Legal	$21,409
CATHOLIC HEALTH INITIATIVES1 year Service code 35 · EIN 91-0565546	Direct payment from the plan; Employe...	$13,249
INDEPENDENT INSURANCE ANALYSTS LLC1 year Service code 50 · EIN 13-4206965	Direct Payment	$7,500

Plan features & details

Pension benefit codes1A1C1I3H

Plan features

1A
Benefits are primarily pay related
Benefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
1C
Cash balance or similar plan
A cash balance formula in a defined benefit plan that expresses the accrued benefit in terms more common to a defined contribution plan such as a hypothetical account balance or single sum amount (includes personal account plan pension equity plan life cycle plan and cash account plan).
1I
Frozen plan
As of the last day of the plan year the plan provides that no participant will get any new benefit accrual whether because of service or compensation.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$455K

Investment mgmt$12K2.6%
Contract admin$98K21.6%
Other / not subdivided$345K75.8%

% of EOY assets

528890.698%

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: ERNST & YOUNG LLP
Auditor EIN: 346565596
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$218,893-100.0%

$436,953-100.0%

$233,076-100.0%

Participation rate

0.0%

49.9%-49.9pp

44.2%-44.2pp

46.4%-46.4pp

Annual return

-1.89%

-114.98%+113.1pp

-102.04%+100.1pp

-82.66%+80.8pp

Employer contribution / active EE

$39,361-100.0%

$36,232-100.0%

$43,771-100.0%

Participant deferral / active EE

$45-100.0%

$48-100.0%

$103-100.0%

Admin fee / account holder

$11,759-100.0%

$12,721-100.0%

$11,204-100.0%

Provider

Service type

Compensation

WILLIS TOWERS WATSON US LLC2 years

Filed as: WILLIS TOWERS WATSON

Service code 11 · EIN 53-0181291

Actuarial

$307,864

ALIGHT SOLUTIONS LLC1 year

Filed as: ALIGHT

Service code 15 · EIN 04-3275867

Recordkeeping

$98,122

POLSINELLI2 years

Service code 29 · EIN 43-1064260

Legal

$21,409

CATHOLIC HEALTH INITIATIVES1 year

Service code 35 · EIN 91-0565546

Direct payment from the plan; Employe...

$13,249

INDEPENDENT INSURANCE ANALYSTS LLC1 year

Service code 50 · EIN 13-4206965

Direct Payment

$7,500

CATHOLIC HEALTH INITIATIVES RETIREMENT PLAN FOR FOR-PROFIT ENTITIES

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CATHOLIC HEALTH INITIATIVES RETIREMENT PLAN FOR FOR-PROFIT ENTITIES

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