Retirement plan

PLUMBERS LOCAL 360 PENSION PLAN SUPPLEMENTAL

Name: BOARD OF TRUSTEES PLUMBERS LOCAL 360 PENSION PLAN SUPPLEMENTAL - PLUMBERS LOCAL 360 PENSION PLAN SUPPLEMENTAL (2019) Form 5500
Creator: BOARD OF TRUSTEES PLUMBERS LOCAL 360 PENSION PLAN SUPPLEMENTAL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PLUMBERS LOCAL 360 PENSION PLAN SUPPLEMENTAL, BOARD OF TRUSTEES PLUMBERS LOCAL 360 PENSION PLAN SUPPLEMENTAL

BOARD OF TRUSTEES PLUMBERS LOCAL 360 PENSION PLAN SUPPLEMENTALEIN 75-3068596Plan #002PY 2019

5 MEADOW HEIGHTS PROFESSIONAL PARK - COLLINSVILLE, IL 622344471

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$13.6M

+27.1% from 2018

Total participants

138

+7.8% from 2018

Average account balance

$120,684

+44.0% from 2018

Annual return

22.46%

+27.14 pp from 2018

Benchmarks

See 1,705 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort1,705 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$23.64M

Not enough data

1 years with asset history on file

Average account balance

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

$153K

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.

155

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.

87.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.11M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+16.08%

Not enough data

1 years with return on file

Admin fee / account holder

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

$255

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 2 by compensation

Provider	Service type	Compensation
ANDERS MINKLER HUBER & HELM LLP2 years Filed as: ANDERS MINKLER HUBER HELM LLP Service code 10 · EIN 43-0831507	Accounting	$6,303
EKON BENEFITS5+ years Service code 15 4940 WASHINGTON BLVD · ST. LOUIS, MO 63108	Recordkeeping	$4,647

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

$26K

$217 / participant

Other / not subdivided$26K100.0%

% of EOY assets

0.188%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: ANDERS MINKLER HUBER HELM LLP
Auditor EIN: 430831507
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$120,684

$51,620+133.8%

$90,324+33.6%

$65,186+85.1%

Participation rate

78.8%

68.6%+10.2pp

73.3%+5.5pp

70.2%+8.6pp

Annual return

22.46%

24.94%-2.5pp

78.15%-55.7pp

29.39%-6.9pp

Employer contribution / active EE

$4,187

$2,235+87.4%

$2,856+46.6%

$2,177+92.3%

Participant deferral / active EE

$2,640

$2,871-8.0%

$3,885-32.1%

$3,514-24.9%

Admin fee / account holder

$227

$384-40.9%

$5,356-95.8%

$847-73.2%

Provider

Service type

Compensation

ANDERS MINKLER HUBER & HELM LLP2 years

Filed as: ANDERS MINKLER HUBER HELM LLP

Service code 10 · EIN 43-0831507

Accounting

$6,303

EKON BENEFITS5+ years

Service code 15

4940 WASHINGTON BLVD · ST. LOUIS, MO 63108

Recordkeeping

$4,647

PLUMBERS LOCAL 360 PENSION PLAN SUPPLEMENTAL

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PLUMBERS LOCAL 360 PENSION PLAN SUPPLEMENTAL

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