Retirement plan

THIRTY FIFTEEN EMPLOYEE STOCK OWNERSHIP PLAN

Name: THE BERKLEY GROUP INC. - THIRTY FIFTEEN EMPLOYEE STOCK OWNERSHIP PLAN (2017) Form 5500
Creator: THE BERKLEY GROUP INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THIRTY FIFTEEN EMPLOYEE STOCK OWNERSHIP PLAN, THE BERKLEY GROUP INC.

THE BERKLEY GROUP INC.EIN 59-2170299Plan #002PY 2017

2626 E OAKLAND PARK BLVD. 5TH FLOOR - FORT LAUDERDALE, FL 33306954-563-2444LinkedIn1001-5000 employeeshospitality

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$469.2M

+27.1% from 2016

Total participants

10,745

-21.2% from 2016

Average account balance

$43,671

+61.9% from 2016

Annual return

25.69%

+14.13 pp from 2016

Benchmarks

See 1,075 peers

Peer group

Industryany (size+type match)

Plan typeDefined contribution

Participants5,000-9,999

Cohort1,075 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$724.57M

Not enough data

1 years with asset history on file

Average account balance

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

$123K

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.

5,906

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.

99.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+131.39%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

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

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2I2P2Q3H3I

Plan features

2I
Stock bonus
Stock bonus plan.
2P
Leveraged ESOP
Employee stock ownership plan that acquires employer securities with borrowed money or other debt-financing techniques.
2Q
ESOP maintained by an S corporation
The employer maintaining this ESOP is an S corporation.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

Opportunity flags

0 tripped

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

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: HANTZMON WEIBEL LLP
Auditor EIN: 540618213
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$43,671

$177,276-75.4%

$185,117-76.4%

$177,276-75.4%

Participation rate

100.0%

74.8%+25.2pp

77.3%+22.7pp

74.8%+25.2pp

Annual return

25.69%

21.25%+4.4pp

40.50%-14.8pp

21.25%+4.4pp

Employer contribution / active EE

$602

$2,479-75.7%

$4,182-85.6%

$2,479-75.7%

Participant deferral / active EE

$3,881-100.0%

$5,045-100.0%

$3,881-100.0%

Admin fee / account holder

$154-100.0%

$8,159-100.0%

$154-100.0%

THIRTY FIFTEEN EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

THIRTY FIFTEEN EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion