Retirement plan

CHRISTIANA CARE HEALTH SERVICES, INC. DEFINED CONTRIBUTION PLAN

Name: CHRISTIANA CARE HEALTH SERVICES, INC. - CHRISTIANA CARE HEALTH SERVICES, INC. DEFINED CONTRIBUTION PLAN (2024) Form 5500
Creator: CHRISTIANA CARE HEALTH SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHRISTIANA CARE HEALTH SERVICES, INC. DEFINED CONTRIBUTION PLAN, CHRISTIANA CARE HEALTH SERVICES, INC.

CHRISTIANA CARE HEALTH SERVICES, INC.EIN 51-0103684Plan #003PY 2024

4000 NEXUS DRIVE, SW2-700 - WILMINGTON, DE 19803302-428-5783LinkedIn10001+ employeesmedical practice

Other plans on this EIN

2 filings

#002Retirement-$1.87B assets #001Retirement-$599.3M assets

Prospect flagsLow returnsLow assets / participant

Top hat statement on fileNQDC

Filed May 28, 1996

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.

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How to read this page

Total assets (EOY)

$298.9M

+20.3% from 2023

Total participants

12,217

+2.5% from 2023

Average account balance

$24,925

+14.2% from 2023

Annual return

10.69%

-2.10 pp from 2023

Benchmarks

See 275 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants>=10,000

Cohort275 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$298.90M

Not enough data

1 years with asset history on file

Average account balance

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

$25K

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.

11,992

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.

97.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$39.91M

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

+10.69%

Not enough data

1 years with return on file

Admin fee / account holder

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

$26

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 4 by compensation

Provider	Service type	Compensation
LINCOLN NATIONAL CORPORATION9 years Service code 13 · EIN 35-1140070	Contract Administrator	$261,160
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050	Legal	$24,557
TORRILLO & ASSOCIATES, LLC2 years Service code 10 · EIN 83-0414789	Accounting	$15,600
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143	Advisory (Plan)	$10,762

Plan features & details

Pension benefit codes2A2E2F2G2T2R3H

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).
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$312K

$31 / participant

Investment mgmt$11K3.4%
Legal$25K7.9%
Contract admin$261K83.7%
Other / not subdivided$16K5.0%

% of EOY assets

0.104%

all-in expense ratio

Categories reported

3 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: TORRILLO & ASSOCIATES, LLC
Auditor EIN: 830414789
Audit fees: $15,600
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$24,925

$73,283-66.0%

$155,534-84.0%

$106,553-76.6%

Participation rate

97.8%

73.3%+24.5pp

78.2%+19.6pp

69.8%+28.0pp

Annual return

10.69%

15.76%-5.1pp

64.92%-54.2pp

17.37%-6.7pp

Employer contribution / active EE

$3,917

$2,241+74.8%

$4,675-16.2%

$3,359+16.6%

Participant deferral / active EE

$4,567-100.0%

$5,630-100.0%

$5,562-100.0%

Admin fee / account holder

$26

$56-53.5%

$15,900-99.8%

$80-67.3%

Provider

Service type

Compensation

LINCOLN NATIONAL CORPORATION9 years

Service code 13 · EIN 35-1140070

Contract Administrator

$261,160

MORGAN STANLEY SMITH BARNEY2 years

Filed as: MORGAN LEWIS & BOCKIUS LLP

Service code 29 · EIN 23-0891050

Legal

$24,557

TORRILLO & ASSOCIATES, LLC2 years

Service code 10 · EIN 83-0414789

Accounting

$15,600

CAPFINANCIAL PARTNERS LLC2 years

Filed as: CAPFINANCIAL PARTNERS, LLC

Service code 27 · EIN 26-0058143

Advisory (Plan)

$10,762

CHRISTIANA CARE HEALTH SERVICES, INC. DEFINED CONTRIBUTION PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHRISTIANA CARE HEALTH SERVICES, INC. DEFINED CONTRIBUTION PLAN

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