Retirement plan

UNIVERSITY OF MARYLAND CAPITAL REGION HEALTH RETIREMENT SAVINGS PLAN

Name: DIMENSIONS HEALTH CORPORATION D/B/A UNIVERSITY OF MARYLAND CAPITAL REG - UNIVERSITY OF MARYLAND CAPITAL REGION HEALTH RETIREMENT SAVINGS PLAN (2018) Form 5500
Creator: DIMENSIONS HEALTH CORPORATION D/B/A UNIVERSITY OF MARYLAND CAPITAL REG
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, UNIVERSITY OF MARYLAND CAPITAL REGION HEALTH RETIREMENT SAVINGS PLAN, DIMENSIONS HEALTH CORPORATION D/B/A UNIVERSITY OF MARYLAND CAPITAL REG

DIMENSIONS HEALTH CORPORATION D/B/A UNIVERSITY OF MARYLAND CAPITAL REGEIN 52-1362793Plan #008PY 2018

COMPENSATION AND BENEFITS COMMITTEE, C O COMPENSATION AND BENEFITS 920 E - LINTHICUM, MD 21090301-618-2260dimensionshealth.orgLinkedIn1001-5000 employeeshospital & health care

Other plans on this EIN

6 filings

#004Retirement-$523.4M assets #001Retirement-$323.0M assets #007Retirement-$159.1M assets #006Retirement-$156.0M assets #005Retirement-$49.4M assets #002Retirement--

Prospect flagsCorrective distributions

Top hat statement on fileNQDC

Filed May 16, 2006

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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Total assets (EOY)

$106M

-17.8% from 2019

Total participants

3,491

+5.7% from 2019

Average account balance

$35,441

-17.1% from 2019

Annual return

-3.36%

-25.58 pp from 2019

Benchmarks

See 1,316 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants1,000-4,999

Cohort1,316 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$77.41M

Not enough data

1 years with asset history on file

Average account balance

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

$32K

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.

2,428

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.

78.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$6.10M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+12.67%

Not enough data

1 years with return on file

Admin fee / account holder

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

$22

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 10 of 12 by compensation

Provider	Service type	Compensation
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166	Advisory (Plan)	$100,909
MASSACHUSETTS MUTUAL LIFE INS. CO.1+ years Service code 49 · EIN 04-1590850	Other Services	$59,723
CLIFTONLARSONALLEN LLP1+ years Filed as: CLIFTON LARSON ALLEN LLP Service code 50 · EIN 41-0746749	Direct Payment	$8,000
AMERICAN CENTURY1+ years Service code 52 · EIN 43-1646043	Indirect Investment Fees	$0
AMERICAN FUNDS1+ years Service code 52 · EIN 95-1411037	Indirect Investment Fees	$0
BARON1+ years Service code 52 · EIN 13-6891420	Indirect Investment Fees	$0
BLACKROCK1+ years Service code 52 · EIN 13-3806694	Indirect Investment Fees	$0
DODGE & COX1+ years Service code 52 · EIN 94-6067274	Indirect Investment Fees	$0
MAINSTAY1+ years Service code 52 · EIN 52-2206685	Indirect Investment Fees	$0
PIMCO FUNDS1+ years Service code 52 · EIN 95-2632339	Indirect Investment Fees	$0

Plan features & details

Pension benefit codes2M2L2F2G2S2T3H

Plan features

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

$173K

$57 / participant

Investment mgmt$101K58.3%
Contract admin$59K34.1%
Other / not subdivided$13K7.6%

% of EOY assets

0.163%

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: CLIFTON LARSON ALLEN LLP
Auditor EIN: 410746749
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$35,441

$45,382-21.9%

$154,110-77.0%

$75,289-52.9%

Participation rate

83.5%

65.9%+17.6pp

83.0%+0.4pp

72.4%+11.1pp

Annual return

-3.36%

-0.47%-2.9pp

735.22%-738.6pp

-0.04%-3.3pp

Employer contribution / active EE

$1,462

$1,533-4.6%

$5,298-72.4%

$2,405-39.2%

Participant deferral / active EE

$2,323

$2,384-2.5%

$5,081-54.3%

$3,739-37.9%

Admin fee / account holder

$58

$89-35.2%

$13,412-99.6%

$102-43.4%

Provider

Service type

Compensation

UBS FINANCIAL SERVICES INC1+ years

Filed as: UBS FINANCIAL SERVICES

Service code 27 · EIN 13-2638166

Advisory (Plan)

$100,909

MASSACHUSETTS MUTUAL LIFE INS. CO.1+ years

Service code 49 · EIN 04-1590850

Other Services

$59,723

CLIFTONLARSONALLEN LLP1+ years

Filed as: CLIFTON LARSON ALLEN LLP

Service code 50 · EIN 41-0746749

Direct Payment

$8,000

AMERICAN CENTURY1+ years

Service code 52 · EIN 43-1646043

Indirect Investment Fees

AMERICAN FUNDS1+ years

Service code 52 · EIN 95-1411037

Indirect Investment Fees

BARON1+ years

Service code 52 · EIN 13-6891420

Indirect Investment Fees

BLACKROCK1+ years

Service code 52 · EIN 13-3806694

Indirect Investment Fees

DODGE & COX1+ years

Service code 52 · EIN 94-6067274

Indirect Investment Fees

MAINSTAY1+ years

Service code 52 · EIN 52-2206685

Indirect Investment Fees

PIMCO FUNDS1+ years

Service code 52 · EIN 95-2632339

Indirect Investment Fees

UNIVERSITY OF MARYLAND CAPITAL REGION HEALTH RETIREMENT SAVINGS PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

UNIVERSITY OF MARYLAND CAPITAL REGION HEALTH RETIREMENT SAVINGS 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