Retirement plan

U.S. RENAL CARE, INC. PROFIT SHARING PLAN

Name: U.S. RENAL CARE, INC. - U.S. RENAL CARE, INC. PROFIT SHARING PLAN (2024) Form 5500
Creator: U.S. RENAL CARE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, U.S. RENAL CARE, INC. PROFIT SHARING PLAN, U.S. RENAL CARE, INC.

U.S. RENAL CARE, INC.EIN 62-1826478Plan #001PY 2024

5851 LEGACY CIRCLE, STE. 900 SUITE - PLANO, TX 75024214-736-2700usrenalcare.comLinkedIn5001-10000 employeeshospital & health care

Prospect flagsFailed to transmit contributions

How to read this page

Total assets (EOY)

$340.2M

-66.7% from 2016

Total participants

9,126

-33.7% from 2016

Average account balance

$44,461

-56.6% from 2016

Annual return

14.74%

-176.03 pp from 2016

Benchmarks

See 237 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants5,000-9,999

Cohort237 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$340.17M

Not enough data

1 years with asset history on file

Average account balance

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

$44K

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.

7,651

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.

80.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$44.00M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+14.74%

Not enough data

1 years with return on file

Admin fee / account holder

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

$76

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

Top 4 by compensation

Provider	Service type	Compensation
T ROWE PRICE RPS INC3 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21231	Recordkeeping	$464,011
CREATIVE PLANNING LLC3 years Service code 16 5454 W 110TH STREET · OVERLAND PARK, KS 66211	Consulting	$78,000
WHITLEY PENN LLP4 years Service code 10 · EIN 75-2393478 1400 WEST 7TH STREET · FORT WORTH, TX 76102	Accounting	$38,640
QDRO CONSULTANTS COMPANY, LLC1 year Filed as: QDRO CONSULTANTS Service code 16 3071 PEARL ROAD · MEDINA, OH 44256	Consulting	$1,500

Plan features & details

Pension benefit codes2F2G2J2K2T3D3H

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.
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.
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.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
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

$582K

$78 / participant

Recordkeeping$339K58.2%
Investment mgmt$80K13.7%
Contract admin$61K10.6%
Other / not subdivided$102K17.5%

% of EOY assets

0.171%

all-in expense ratio

Categories reported

3 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: WHITLEY PENN LLP
Auditor EIN: 752393478
Audit fees: $38,640
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$44,461

$68,110-34.7%

$155,556-71.4%

$99,313-55.2%

Participation rate

80.3%

67.8%+12.5pp

78.2%+2.1pp

71.7%+8.6pp

Annual return

14.74%

16.16%-1.4pp

64.84%-50.1pp

17.67%-2.9pp

Employer contribution / active EE

$1,513

$2,291-33.9%

$4,675-67.6%

$3,264-53.6%

Participant deferral / active EE

$4,366

$3,865+13.0%

$5,631-22.5%

$5,346-18.3%

Admin fee / account holder

$76

$94-19.1%

$15,885-99.5%

$109-30.3%

Provider

Service type

Compensation

T ROWE PRICE RPS INC3 years

Service code 15

100 EAST PRATT STREET · BALTIMORE, MD 21231

Recordkeeping

$464,011

CREATIVE PLANNING LLC3 years

Service code 16

5454 W 110TH STREET · OVERLAND PARK, KS 66211

Consulting

$78,000

WHITLEY PENN LLP4 years

Service code 10 · EIN 75-2393478

1400 WEST 7TH STREET · FORT WORTH, TX 76102

Accounting

$38,640

QDRO CONSULTANTS COMPANY, LLC1 year

Filed as: QDRO CONSULTANTS

Service code 16

3071 PEARL ROAD · MEDINA, OH 44256

Consulting

$1,500

U.S. RENAL CARE, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

U.S. RENAL CARE, INC. PROFIT SHARING PLAN

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