Retirement plan

H. LEE MOFFITT CANCER CENTER AND RESEARCH

Name: H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE - H. LEE MOFFITT CANCER CENTER AND RESEARCH (2016) Form 5500
Creator: H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, H. LEE MOFFITT CANCER CENTER AND RESEARCH, H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE

H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTEEIN 59-2451713Plan #001PY 2016

12902 MAGNOILA DRIVE - TAMPA, FL 33612813-745-5577

Other plans on this EIN

1 filing

#002Retirement-$181.0M assets

Prospect flagsCorrective distributions

Top hat statement on fileNQDC

Filed August 5, 2008 (most recent of 3 filings on file)

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)

$301.7M

+11.8% from 2015

Total participants

6,122

+6.9% from 2015

Average account balance

$49,274

+4.5% from 2015

Annual return

8.61%

+6.97 pp from 2015

Benchmarks

See 236 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants5,000-9,999

Cohort236 peers

Snapshot2016

See peer percentile detail. $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.

Start for $4.99 See plans

Analytics

Total assets (EOY)

Plan-year ending balance

$802.79M

Not enough data

1 years with asset history on file

Average account balance

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

$68K

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.

11,727

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.

96.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$73.99M

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

+15.09%

Not enough data

1 years with return on file

Admin fee / account holder

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

$31

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 10-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.

Start for $4.99 See plans

Service providers

Top 7 by compensation

Provider	Service type	Compensation
PRUDENTIAL RETIREMENT INSURANCE AND2+ years Service code 13 · EIN 06-1050034	Contract Administrator	$143,837
ACCELL AUDIT & COMPLIANCE PA1 year Filed as: ACCELL AUDIT COMPLIANCE , P.A. Service code 10 · EIN 27-0563459	Accounting	$9,265
HILL WARD HENDERSON1 year Service code 29 · EIN 59-2678550	Legal	$6,785
PRUDENTIAL RETIREMENT INSURANCE AND2+ years Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960	12b-1 Fees	$80
AMY HERTZ1 year Filed as: AMY DURHAM Service code 56 HLEEMOFF CAN RES INS HOS INC · TAMPA, FL 33612	Non-monetary compensation	$0
LINDA HOOD1 year Filed as: LINDA MUNOZ Service code 56 HLEEMOFF CAN RES INS HOS INC · TAMPA, FL 33612	Non-monetary compensation	$0
MARIANA BUGALLO-MUROS1 year Service code 56 HLEEMOFF CAN RES INS HOS INC · TAMPA, FL 33612	Non-monetary compensation	$0

Plan features & details

Pension benefit codes2F2L2M2R2T2S

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

Opportunity flags

1 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$414K

$78 / participant

Other / not subdivided$414K100.0%

% of EOY assets

0.137%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: ACELL AUDIT & COMPLIANCE, PA
Auditor EIN: 270563459
Audit fees: (not subdivided)
Opinion code: Disclaimer

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$49,274

$43,110+14.3%

$156,549-68.5%

$65,292-24.5%

Participation rate

100.0%

69.3%+30.7pp

84.0%+16.0pp

72.4%+27.6pp

Annual return

8.61%

11.24%-2.6pp

32.23%-23.6pp

11.84%-3.2pp

Employer contribution / active EE

$1,702-100.0%

$5,501-100.0%

$2,302-100.0%

Participant deferral / active EE

$5,498

$2,520+118.2%

$4,871+12.9%

$3,579+53.6%

Admin fee / account holder

$68

$47+43.1%

$13,027-99.5%

$57+17.8%

Provider

Service type

Compensation

PRUDENTIAL RETIREMENT INSURANCE AND2+ years

Service code 13 · EIN 06-1050034

Contract Administrator

$143,837

ACCELL AUDIT & COMPLIANCE PA1 year

Filed as: ACCELL AUDIT COMPLIANCE , P.A.

Service code 10 · EIN 27-0563459

Accounting

$9,265

HILL WARD HENDERSON1 year

Service code 29 · EIN 59-2678550

Legal

$6,785

PRUDENTIAL RETIREMENT INSURANCE AND2+ years

Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE

Service code 63 · EIN 13-4122960

12b-1 Fees

$80

AMY HERTZ1 year

Filed as: AMY DURHAM

Service code 56

HLEEMOFF CAN RES INS HOS INC · TAMPA, FL 33612

Non-monetary compensation

LINDA HOOD1 year

Filed as: LINDA MUNOZ

Service code 56

HLEEMOFF CAN RES INS HOS INC · TAMPA, FL 33612

Non-monetary compensation

MARIANA BUGALLO-MUROS1 year

Service code 56

HLEEMOFF CAN RES INS HOS INC · TAMPA, FL 33612

Non-monetary compensation

H. LEE MOFFITT CANCER CENTER AND RESEARCH

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

H. LEE MOFFITT CANCER CENTER AND RESEARCH

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