Retirement plan

UNIVERSITY OF MARYLAND CAPITAL REGION HEALTH RETIREMENT SAVINGS PLAN

Name: DIMENSIONS HEALTH CORPORATION - UNIVERSITY OF MARYLAND CAPITAL REGION HEALTH RETIREMENT SAVINGS PLAN (2021) Form 5500
Creator: DIMENSIONS HEALTH CORPORATION
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

DIMENSIONS HEALTH CORPORATIONdba D/B/A UNIVERSITY OF MARYLAND CAPITAL REGION HEALTHEIN 52-1362793Plan #008PY 2021

3001 HOSPITAL DRIVE - CHEVERLY, MD 20785301-618-2260dimensionshealth.orgLinkedIn1001-5000 employeeshospital & health care

Other plans on this EIN

6 filings

#004Retirement-$853.9M assets #001Retirement-$526.0M assets #005Retirement-$281.6M assets #007Retirement-$264.3M assets #006Retirement-$197.6M assets #002Retirement--

Prospect flagsFailed to transmit contributions

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.

Open the filing PDF

How to read this page

Total assets (EOY)

$164.5M

+12.3% from 2020

Total participants

3,135

-3.4% from 2020

Average account balance

$55,444

+15.7% from 2020

Annual return

13.57%

-0.28 pp from 2020

Benchmarks

See 1,316 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants1,000-4,999

Cohort1,316 peers

Snapshot2021

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

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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

See the 7-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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Service providers

Top 10 of 14 by compensation

Provider	Service type	Compensation
GREAT-WEST LIFE & ANNUITY INSURANCE1 year Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 49 · EIN 84-0467907	Other Services	$77,518
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166	Advisory (Plan)	$37,500
CLIFTONLARSONALLEN LLP4+ years Filed as: CLIFTON LARSON ALLEN LLP Service code 50 · EIN 41-0746749	Direct Payment	$6,410
AMERICAN CENTURY4+ years Service code 52 · EIN 43-1646043	Indirect Investment Fees	$0
AMERICAN FUNDS4+ years Service code 52 · EIN 95-1411037	Indirect Investment Fees	$0
BLACKROCK4+ years Service code 52 · EIN 13-3806694	Indirect Investment Fees	$0
DODGE & COX4+ years Service code 52 · EIN 94-6067274	Indirect Investment Fees	$0
FIDELITY INVESTMENTS INSTITUTIONAL2 years Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630	Indirect Investment Fees	$0
MAINSTAY4+ years Service code 52 · EIN 52-2206685	Indirect Investment Fees	$0
MASSACHUSETTS MUTUAL LIFE INS. CO.4+ years Service code 52 · EIN 04-1590850	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

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$121K

$51 / participant

Investment mgmt$44K36.2%
Contract admin$73K60.1%
Other / not subdivided$5K3.8%

% of EOY assets

0.074%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: ERNST & YOUNG, LLP
Auditor EIN: 346565596
Audit fees: (not subdivided)
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$55,444

$67,512-17.9%

$185,823-70.2%

$93,030-40.4%

Participation rate

93.0%

67.1%+25.9pp

81.7%+11.3pp

73.9%+19.1pp

Annual return

13.57%

21.04%-7.5pp

122.05%-108.5pp

158.70%-145.1pp

Employer contribution / active EE

$1,903

$1,783+6.7%

$5,167-63.2%

$2,706-29.7%

Participant deferral / active EE

$3,217

$3,035+6.0%

$5,568-42.2%

$4,562-29.5%

Admin fee / account holder

$41

$318-87.1%

$16,237-99.7%

$152-73.0%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE1 year

Filed as: GREAT WEST LIFE & ANNUITY INSURANCE

Service code 49 · EIN 84-0467907

Other Services

$77,518

UBS FINANCIAL SERVICES INC3 years

Filed as: UBS FINANCIAL SERVICES, INC.

Service code 27 · EIN 13-2638166

Advisory (Plan)

$37,500

CLIFTONLARSONALLEN LLP4+ years

Filed as: CLIFTON LARSON ALLEN LLP

Service code 50 · EIN 41-0746749

Direct Payment

$6,410

AMERICAN CENTURY4+ years

Service code 52 · EIN 43-1646043

Indirect Investment Fees

AMERICAN FUNDS4+ years

Service code 52 · EIN 95-1411037

Indirect Investment Fees

BLACKROCK4+ years

Service code 52 · EIN 13-3806694

Indirect Investment Fees

DODGE & COX4+ years

Service code 52 · EIN 94-6067274

Indirect Investment Fees

FIDELITY INVESTMENTS INSTITUTIONAL2 years

Filed as: FIDELITY INVESTMENTS

Service code 52 · EIN 04-3365630

Indirect Investment Fees

MAINSTAY4+ years

Service code 52 · EIN 52-2206685

Indirect Investment Fees

MASSACHUSETTS MUTUAL LIFE INS. CO.4+ years

Service code 52 · EIN 04-1590850

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