Retirement plan

BEEBE MEDICAL CENTER RETIREMENT PLUS PLAN

Name: BEEBE MEDICAL CENTER - BEEBE MEDICAL CENTER RETIREMENT PLUS PLAN (2019) Form 5500
Creator: BEEBE MEDICAL CENTER
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BEEBE MEDICAL CENTER RETIREMENT PLUS PLAN, BEEBE MEDICAL CENTER

BEEBE MEDICAL CENTEREIN 51-0067938Plan #002PY 2019

424 SAVANNAH ROAD - LEWES, DE 199581462302-645-3300beebehealthcare.orgLinkedIn1001-5000 employeeshospital & health care

Other plans on this EIN

1 filing

#001Retirement-$102.2M assets

Prospect flagsCorrective distributions

Top hat statement on fileNQDC

Filed March 4, 2025 (most recent of 4 filings on file)

Plan administrator

Plan administrator name— Sign in and upgrade to view

424 Savannah Rd

Lewes, DE 19958

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Plans declared (1)

Executive 457(f) Plan1 emp

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Total assets (EOY)

$141.9M

+26.9% from 2018

Total participants

3,218

+4.8% from 2018

Average account balance

$45,570

+14.1% from 2018

Annual return

20.76%

+23.63 pp from 2018

Benchmarks

See 1,326 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants1,000-4,999

Cohort1,326 peers

Snapshot2019

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$267.87M

Not enough data

1 years with asset history on file

Average account balance

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

$70K

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.

3,832

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.

95.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$27.63M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+13.96%

Not enough data

1 years with return on file

Admin fee / account holder

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

$78

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
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070	Contract Administrator	$198,717
CAPFINANCIAL PARTNERS LLC1 year Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 PO BOX 600071 · RALEIGH, NC 27675	Consulting	$11,945

Plan features & details

Pension benefit codes2A2F2G2L2M2S2T3H

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.
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

1 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$211K

$81 / participant

Investment mgmt$12K5.7%
Contract admin$199K94.3%

% of EOY assets

0.148%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: JEFFERSON URIAN DOANE STERNER PA
Auditor EIN: 510212284
Audit fees: (not subdivided)
Opinion code: Disclaimer

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$45,570

$47,456-4.0%

$172,739-73.6%

$77,787-41.4%

Participation rate

96.0%

66.3%+29.7pp

82.6%+13.4pp

73.2%+22.8pp

Annual return

20.76%

35.57%-14.8pp

802.84%-782.1pp

32.57%-11.8pp

Employer contribution / active EE

$1,372

$1,574-12.8%

$5,143-73.3%

$2,504-45.2%

Participant deferral / active EE

$4,199

$2,560+64.0%

$5,198-19.2%

$3,967+5.8%

Admin fee / account holder

$68

$81-16.3%

$13,954-99.5%

$100-32.4%

Provider

Service type

Compensation

LINCOLN NATIONAL CORPORATION5+ years

Service code 13 · EIN 35-1140070

Contract Administrator

$198,717

CAPFINANCIAL PARTNERS LLC1 year

Filed as: CAPFINANCIAL PARTNERS, LLC

Service code 16 · EIN 26-0058143

PO BOX 600071 · RALEIGH, NC 27675

Consulting

$11,945

BEEBE MEDICAL CENTER RETIREMENT PLUS PLAN

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

BEEBE MEDICAL CENTER RETIREMENT PLUS PLAN

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