Retirement plan

HEALTH CARE MANAGEMENT SOLUTIONS, LLC 401(K) PLAN

Name: KAISER FOUNDATION HEALTH PLAN, INC. - HEALTH CARE MANAGEMENT SOLUTIONS, LLC 401(K) PLAN (2016) Form 5500
Creator: KAISER FOUNDATION HEALTH PLAN, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HEALTH CARE MANAGEMENT SOLUTIONS, LLC 401(K) PLAN, KAISER FOUNDATION HEALTH PLAN, INC.

KAISER FOUNDATION HEALTH PLAN, INC.EIN 94-1340523Plan #035PY 2016

ONE KAISER PLAZA, 20TH FLOOR - OAKLAND, CA 94612510-271-5940LinkedIn1-10 employeesmedical practice

Other plans on this EIN

7 filings

#001Retirement-$13.84B assets #025Retirement-$9.19B assets #037Retirement-$3.05B assets #003Retirement-$2.73B assets #033Retirement-$2.38B assets #005Retirement-$209.1M assets #017Retirement-$23.6M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$851K

-8.5% from 2016

Total participants

0.0% from 2016

Average account balance

$94,609

-17.6% from 2016

Annual return

9.27%

-8.27 pp from 2016

Benchmarks

See 109,096 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,096 peers

Snapshot2016

Participant deferral / active EE

median $4,721

Employer contribution / active EE

median $3,199

Participation rate

87.5%

median 100.0%

Avg account balance

$94,609

median $94,395

Admin fee / account holder

median $612

Annual return

9.27%

median 6.47%

Overall peer rank

53of 100

53rd percentileavg across 6 metrics

Analytics

2015 - 2019

Total assets (EOY)

Plan-year ending balance

Average account balance

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

$91K

Participants with account balance

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

Eligible Participants and Participation

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

83.3%

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 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

-66.64%

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

0 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 codes2E2F2G3H

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.
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

0 tripped

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

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

$94,609

$181,895-48.0%

$156,551-39.6%

$273,973-65.5%

Participation rate

87.5%

88.4%-0.9pp

84.0%+3.5pp

83.0%+4.5pp

Annual return

9.27%

30.74%-21.5pp

32.23%-23.0pp

41.46%-32.2pp

Employer contribution / active EE

$6,248-100.0%

$5,501-100.0%

$4,869-100.0%

Participant deferral / active EE

$5,550-100.0%

$4,871-100.0%

$5,287-100.0%

Admin fee / account holder

$15,560-100.0%

$13,028-100.0%

$10,133-100.0%

HEALTH CARE MANAGEMENT SOLUTIONS, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

HEALTH CARE MANAGEMENT SOLUTIONS, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion