Retirement plan

INTERNATIONAL UNION OF OPERATING ENGINEERS STAFF RETIREMENT PLAN

Name: INT'L UNION OF OPERATING ENGINEERS - INTERNATIONAL UNION OF OPERATING ENGINEERS STAFF RETIREMENT PLAN (2017) Form 5500
Creator: INT'L UNION OF OPERATING ENGINEERS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INTERNATIONAL UNION OF OPERATING ENGINEERS STAFF RETIREMENT PLAN, INT'L UNION OF OPERATING ENGINEERS

INT'L UNION OF OPERATING ENGINEERSEIN 47-7233650Plan #001PY 2017

1125 17TH STREET, NW - WASHINGTON, DC 20036202-429-9100LinkedIn51-200 employeescivic & social organization

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$2M

+67.1% from 2016

Total participants

-1.0% from 2016

Average account balance

$18,978

+65.5% from 2016

Annual return

20.32%

-56.07 pp from 2016

Benchmarks

See 152 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Cohort152 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$11.46M

Not enough data

1 years with asset history on file

Average account balance

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

$81K

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.

142

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.

47.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$967K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+12.48%

Not enough data

1 years with return on file

Admin fee / account holder

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

$170

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

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 codes2E2K2R

Plan features

2E
Profit-sharing
Profit-sharing plan.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.

Opportunity flags

1 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: CALIBRE CPA GROUP, PLLC
Auditor EIN: 470800880
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$18,978

$81,070-76.6%

$86,582-78.1%

Participation rate

100.0%

69.8%+30.2pp

73.5%+26.5pp

Annual return

20.32%

13.68%+6.6pp

965.08%-944.8pp

Employer contribution / active EE

$3,915

$2,009+94.8%

$2,839+37.9%

Participant deferral / active EE

$2,269

$3,009-24.6%

$3,609-37.1%

Admin fee / account holder

$2,785-100.0%

$4,904-100.0%

INTERNATIONAL UNION OF OPERATING ENGINEERS STAFF RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

INTERNATIONAL UNION OF OPERATING ENGINEERS STAFF RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion