Retirement plan

TERUMO BCT, INC. 401(K) PLAN

Name: TERUMO BCT, INC. - TERUMO BCT, INC. 401(K) PLAN (2021) Form 5500
Creator: TERUMO BCT, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TERUMO BCT, INC. 401(K) PLAN, TERUMO BCT, INC.

TERUMO BCT, INC.EIN 84-1155788Plan #003PY 2021

10810 W. COLLINS AVE - LAKEWOOD, CO 80215303-239-2093terumobct.comLinkedIn5001-10000 employeesmedical devices

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed March 23, 2009

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.

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Total assets (EOY)

$330.6M

-9.7% from 2016

Total participants

2,931

-11.2% from 2016

Average account balance

$114,642

+1.9% from 2016

Annual return

15.32%

-4.87 pp from 2016

Benchmarks

See 773 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants1,000-4,999

Cohort773 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$348.88M

Not enough data

1 years with asset history on file

Average account balance

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

$133K

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.

2,629

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.

92.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$22.46M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+16.61%

Not enough data

1 years with return on file

Admin fee / account holder

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

$-44

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

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Service providers

Top 3 by compensation

Provider	Service type	Compensation
USI CONSULTING GROUP7+ years Filed as: USI Service code 27 · EIN 06-1397347	Advisory (Plan)	$50,000
SHERMAN & HOWARD1 year Service code 29 · EIN 84-0420314	Legal	$9,285
FIDELITY INVESTMENTS INSTITUTIONAL7+ years Service code 37 · EIN 04-2647786	Loan Processing	-$200,384

Plan features & details

Pension benefit codes2G2J2K2T2E2F

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Plan-level admin expenses are zero - fees are likely paid at the master-trust level rather than the individual plan.

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: PLANTE & MORAN, PLLC
Auditor EIN: 381357951
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$114,642

$144,879-20.9%

$111,319+3.0%

$93,010+23.3%

Participation rate

97.7%

86.1%+11.5pp

77.3%+20.4pp

73.9%+23.8pp

Annual return

15.32%

18.11%-2.8pp

54.68%-39.4pp

158.70%-143.4pp

Employer contribution / active EE

$3,078

$3,052+0.8%

$2,732+12.7%

$2,705+13.8%

Participant deferral / active EE

$7,599

$5,576+36.3%

$4,488+69.3%

$4,561+66.6%

Admin fee / account holder

-$49

$104-147.3%

$7,966-100.6%

$152-132.3%

Provider

Service type

Compensation

USI CONSULTING GROUP7+ years

Filed as: USI

Service code 27 · EIN 06-1397347

Advisory (Plan)

$50,000

SHERMAN & HOWARD1 year

Service code 29 · EIN 84-0420314

Legal

$9,285

FIDELITY INVESTMENTS INSTITUTIONAL7+ years

Service code 37 · EIN 04-2647786

Loan Processing

-$200,384

TERUMO BCT, INC. 401(K) PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TERUMO BCT, INC. 401(K) PLAN

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