Retirement plan

OWENS & MINOR 401(K) SAVINGS AND RETIREMENT PLAN

Name: OWENS & MINOR, INC. - OWENS & MINOR 401(K) SAVINGS AND RETIREMENT PLAN (2015) Form 5500
Creator: OWENS & MINOR, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OWENS & MINOR 401(K) SAVINGS AND RETIREMENT PLAN, OWENS & MINOR, INC.

OWENS & MINOR, INC.EIN 54-1701843Plan #002PY 2015

9120 LOCKWOOD BLVD. - MECHANICSVILLE, VA 231162015804-723-7709owens-minor.comLinkedIn10001+ employeeshospital & health care

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed November 9, 2012

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)

$311.3M

-3.7% from 2016

Total participants

7,140

-2.2% from 2016

Average account balance

$46,077

-1.9% from 2016

Annual return

13.18%

+5.56 pp from 2016

Benchmarks

See 36 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants5,000-9,999

Cohort36 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$993.50M

Not enough data

1 years with asset history on file

Average account balance

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

$58K

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.

17,269

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$86.24M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+15.05%

Not enough data

1 years with return on file

Admin fee / account holder

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

$67

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 7 by compensation

Provider	Service type	Compensation
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPTRUST Service code 27 · EIN 26-0058143	Advisory (Plan)	$80,804
KPMG LLP1+ years Service code 10 · EIN 13-5565207	Accounting	$25,500
STRATEGIC ADVISORS, INC.1+ years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524	Advisory (Plan)	$20,331
HUNTON ANDREWS KURTH LLP1+ years Filed as: HUNTON & WILLIAMS Service code 99 · EIN 54-0572269	Other Fees	$15,236
WILLIAMS MULLEN1+ years Service code 29 · EIN 54-1246519	Legal	$6,060
FIDELITY INVESTMENTS INSTITUTIONAL1+ years Filed as: FIDELITY INVESTMENTS INST. OPER CO Service code 60	Sub-TA Fees	$0
FIDELITY INVESTMENTS INSTITUTIONAL1+ years Filed as: FIDELITY INVESTMENTS INST. OPER. CO Service code 37 · EIN 04-2647786	Loan Processing	-$23,530

Plan features & details

Pension benefit codes2E2G2J2K

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$124K

$21 / participant

Investment mgmt$20K16.3%
Other / not subdivided$104K83.7%

% of EOY assets

0.040%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: KPMG LLP
Auditor EIN: 135565207
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$46,077

$69,298-33.5%

$94,229-51.1%

$67,505-31.7%

Participation rate

93.4%

78.7%+14.7pp

78.8%+14.6pp

71.2%+22.2pp

Annual return

13.18%

4.36%+8.8pp

10.68%+2.5pp

6.52%+6.7pp

Employer contribution / active EE

$2,113

$1,785+18.4%

$3,587-41.1%

$2,173-2.8%

Participant deferral / active EE

$2,818

$3,471-18.8%

$4,320-34.8%

$3,597-21.7%

Admin fee / account holder

$18

$59-68.7%

$6,269-99.7%

$56-67.2%

Provider

Service type

Compensation

CAPFINANCIAL PARTNERS LLC1+ years

Filed as: CAPTRUST

Service code 27 · EIN 26-0058143

Advisory (Plan)

$80,804

KPMG LLP1+ years

Service code 10 · EIN 13-5565207

Accounting

$25,500

STRATEGIC ADVISORS, INC.1+ years

Filed as: STRATEGIC ADVISORS

Service code 27 · EIN 04-2654524

Advisory (Plan)

$20,331

HUNTON ANDREWS KURTH LLP1+ years

Filed as: HUNTON & WILLIAMS

Service code 99 · EIN 54-0572269

Other Fees

$15,236

WILLIAMS MULLEN1+ years

Service code 29 · EIN 54-1246519

Legal

$6,060

FIDELITY INVESTMENTS INSTITUTIONAL1+ years

Filed as: FIDELITY INVESTMENTS INST. OPER CO

Service code 60

Sub-TA Fees

FIDELITY INVESTMENTS INSTITUTIONAL1+ years

Filed as: FIDELITY INVESTMENTS INST. OPER. CO

Service code 37 · EIN 04-2647786

Loan Processing

-$23,530

OWENS & MINOR 401(K) SAVINGS AND RETIREMENT PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

OWENS & MINOR 401(K) SAVINGS AND RETIREMENT 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