Retirement plan

FOUNDATION LIFE INSURANCE COMPANY OF ARKANSAS

Name: FOUNDATION LIFE INSURANCE COMPANY OF ARKANSAS - FOUNDATION LIFE INSURANCE COMPANY OF ARKANSAS (2016) Form 5500
Creator: FOUNDATION LIFE INSURANCE COMPANY OF ARKANSAS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FOUNDATION LIFE INSURANCE COMPANY OF ARKANSAS, FOUNDATION LIFE INSURANCE COMPANY OF ARKANSAS

FOUNDATION LIFE INSURANCE COMPANY OF ARKANSASEIN 71-0332118Plan #001PY 2016

109 N 6TH ST - FORT SMITH, AR 729012103479-785-1714foundationlifeinsurance.comLinkedIn11-50 employeesinsurance

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$3.2M

-0.0% from 2015

Total participants

-5.3% from 2015

Average account balance

-100.0% from 2015

Annual return

4.80%

+4.59 pp from 2015

Benchmarks

See 30,342 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort30,342 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.16M

Not enough data

1 years with asset history on file

Average account balance

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

$235K

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.

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

$202K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+10.21%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3073

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

0 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 codes2E2G2J

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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$312K

$17334 / participant

Other / not subdivided$312K100.0%

% of EOY assets

9.836%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$153,769-100.0%

$133,975-100.0%

$273,972-100.0%

Participation rate

0.0%

88.4%-88.4pp

87.1%-87.1pp

83.0%-83.0pp

Annual return

4.80%

36.51%-31.7pp

29.29%-24.5pp

41.46%-36.7pp

Employer contribution / active EE

$2,676

$6,029-55.6%

$5,211-48.6%

$4,869-45.0%

Participant deferral / active EE

$5,413

$6,958-22.2%

$6,282-13.8%

$5,287+2.4%

Admin fee / account holder

$11,765-100.0%

$9,324-100.0%

$10,133-100.0%

FOUNDATION LIFE INSURANCE COMPANY OF ARKANSAS

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FOUNDATION LIFE INSURANCE COMPANY OF ARKANSAS

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