Retirement plan

THE CHILDREN'S HOSPITAL RETIREMENT PLAN

Name: CHILDREN'S HOSPITAL COLORADO - THE CHILDREN'S HOSPITAL RETIREMENT PLAN (2018) Form 5500
Creator: CHILDREN'S HOSPITAL COLORADO
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE CHILDREN'S HOSPITAL RETIREMENT PLAN, CHILDREN'S HOSPITAL COLORADO

CHILDREN'S HOSPITAL COLORADOEIN 84-0166760Plan #001PY 2018

13123 EAST 16TH AVENUE, B105 - AURORA, CO 80045720-777-6480childrenscolorado.orgLinkedIn10001+ employeeshospital & health care

Other plans on this EIN

1 filing

#002Retirement-$519.4M assets

Prospect flagsLow returns

Top hat statement on fileNQDC

Filed April 5, 2018 (most recent of 3 filings on file)

Plan administrator

Plan administrator name— Sign in and upgrade to view

13123 East 16th Avenue, B105

Aurora State: CO Zip Code: 80045

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Plans declared (1)

Children's Hospital Colorado Executive Severance Benefit Plan16 emp

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Total assets (EOY)

$205K

+45.6% from 2016

Total participants

No prior year

Average account balance

No prior year

Annual return

-33.11%

-7.97 pp from 2016

Benchmarks

See 13,301 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined benefit

Participants<25

Cohort13,301 peers

Snapshot2018

Participant deferral / active EE

median $0

Employer contribution / active EE

median $25,000

Participation rate

0.0%

median 60.0%

Avg account balance

median $99,449

Admin fee / account holder

median $312

Annual return

-33.11%

median -4.76%

Overall peer rank

1of 100

1st percentileavg across 6 metrics

Analytics

2015 - 2020

Total assets (EOY)

Plan-year ending balance

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$90K

Not enough data

2 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

-100.00%

Admin fee / account holder

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

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

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 codes1A1H1I3H

Plan features

1A
Benefits are primarily pay related
Benefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
1H
PBGC terminated and closed out plan
Plan covered by PBGC that was terminated and closed out for PBGC purposes (standard or distress termination with distribution of plan assets or trustee appointed under ERISA section 4042).
1I
Frozen plan
As of the last day of the plan year the plan provides that no participant will get any new benefit accrual whether because of service or compensation.
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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$30K

Other / not subdivided$30K100.0%

% of EOY assets

14.473%

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

$218,893-100.0%

$436,953-100.0%

$233,076-100.0%

Participation rate

0.0%

49.9%-49.9pp

44.2%-44.2pp

46.4%-46.4pp

Annual return

-33.11%

-114.99%+81.9pp

-102.04%+68.9pp

-82.67%+49.6pp

Employer contribution / active EE

$39,361-100.0%

$36,232-100.0%

$43,771-100.0%

Participant deferral / active EE

$44-100.0%

$47-100.0%

$103-100.0%

Admin fee / account holder

$11,759-100.0%

$12,721-100.0%

$11,204-100.0%

THE CHILDREN'S HOSPITAL RETIREMENT PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE CHILDREN'S HOSPITAL RETIREMENT PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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