Retirement plan

BLUE BEACON INTERNATIONAL, INC. PROFIT SHARING / 401(K) PLAN AND TRUST

Name: BLUE BEACON INTERNATIONAL, INC. - BLUE BEACON INTERNATIONAL, INC. PROFIT SHARING / 401(K) PLAN AND TRUST (2016) Form 5500
Creator: BLUE BEACON INTERNATIONAL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BLUE BEACON INTERNATIONAL, INC. PROFIT SHARING / 401(K) PLAN AND TRUST, BLUE BEACON INTERNATIONAL, INC.

BLUE BEACON INTERNATIONAL, INC.EIN 48-0843137Plan #001PY 2016

500 GRAVES BOULEVARD - PO BOX 856 - SALINA, KS 67401785-825-2221

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed August 12, 2008

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)

$68.8M

+10.8% from 2015

Total participants

2,945

+8.4% from 2015

Average account balance

$29,623

+12.1% from 2015

Annual return

7.04%

+6.42 pp from 2015

Benchmarks

See 204 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants1,000-4,999

Cohort204 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$147.42M

Not enough data

1 years with asset history on file

Average account balance

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

$62K

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.

2,369

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.

69.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$9.91M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+12.72%

Not enough data

1 years with return on file

Admin fee / account holder

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

$178

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

Top 5 by compensation

Provider	Service type	Compensation
ALLEN, GIBBS & HOULIK, L.C.2+ years Filed as: ALLEN, GIBBS & HOULIK, LC Service code 15 301 N MAIN ST, SUITE 1700 · WICHITA, KS 67202	Recordkeeping	$179,067
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS Service code 26 118 W IRON · SALINA, KS 67402	Advisory (Participants)	$21,495
TWO WEST CAPITAL ADVISORS1 year Filed as: TWO WEST Service code 17 4551 W 107TH STREET, THIRD FLOOR · OVERLAND PARK, KS 66207	Pension Consulting	$18,213
KCOE ISOM, LLP2+ years Service code 10 PO BOX 1100 · SALINA, KS 67402	Accounting	$12,500
MID ATLANTIC CAPITAL CORPORATION1 year Filed as: MID ATLANTIC TRUST COMPANY Service code 19 · EIN 27-3169253	Securities Custodian	$5,738

Plan features & details

Pension benefit codes2E2F2G2J2K2T

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.
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.
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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$237K

$101 / participant

Investment mgmt$40K16.8%
Contract admin$197K83.2%

% of EOY assets

0.344%

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: KCOE ISOM, LLP
Auditor EIN: 480567703
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$29,623

$34,495-14.1%

$78,676-62.3%

$63,975-53.7%

Participation rate

73.5%

60.8%+12.7pp

73.6%-0.1pp

71.1%+2.3pp

Annual return

7.04%

11.62%-4.6pp

62.19%-55.2pp

48.65%-41.6pp

Employer contribution / active EE

$987

$1,398-29.4%

$2,850-65.4%

$2,182-54.8%

Participant deferral / active EE

$1,556

$2,100-25.9%

$3,517-55.7%

$3,356-53.6%

Admin fee / account holder

$102

$68+50.1%

$4,510-97.7%

$70+44.9%

Provider

Service type

Compensation

ALLEN, GIBBS & HOULIK, L.C.2+ years

Filed as: ALLEN, GIBBS & HOULIK, LC

Service code 15

301 N MAIN ST, SUITE 1700 · WICHITA, KS 67202

Recordkeeping

$179,067

WELLS FARGO BANK, N.A.2+ years

Filed as: WELLS FARGO ADVISORS

Service code 26

118 W IRON · SALINA, KS 67402

Advisory (Participants)

$21,495

TWO WEST CAPITAL ADVISORS1 year

Filed as: TWO WEST

Service code 17

4551 W 107TH STREET, THIRD FLOOR · OVERLAND PARK, KS 66207

Pension Consulting

$18,213

KCOE ISOM, LLP2+ years

Service code 10

PO BOX 1100 · SALINA, KS 67402

Accounting

$12,500

MID ATLANTIC CAPITAL CORPORATION1 year

Filed as: MID ATLANTIC TRUST COMPANY

Service code 19 · EIN 27-3169253

Securities Custodian

$5,738

BLUE BEACON INTERNATIONAL, INC. PROFIT SHARING / 401(K) PLAN AND TRUST

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BLUE BEACON INTERNATIONAL, INC. PROFIT SHARING / 401(K) PLAN AND TRUST

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