Retirement plan

COMMUNITY HOSPITALS OF CENTRAL CALIFORNIA TAX SHELTERED ANNUITY PLAN

Name: COMMUNITY HOSPITALS OF CENTRAL CALIFORNIA - COMMUNITY HOSPITALS OF CENTRAL CALIFORNIA TAX SHELTERED ANNUITY PLAN (2023) Form 5500
Creator: COMMUNITY HOSPITALS OF CENTRAL CALIFORNIA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COMMUNITY HOSPITALS OF CENTRAL CALIFORNIA TAX SHELTERED ANNUITY PLAN, COMMUNITY HOSPITALS OF CENTRAL CALIFORNIA

COMMUNITY HOSPITALS OF CENTRAL CALIFORNIAEIN 94-2864615Plan #002PY 2023

PO BOX 1232 - FRESNO, CA 93715559-724-4124treffresno.orgLinkedIn1-10 employees

Other plans on this EIN

1 filing

#001Retirement-$266.6M assets

Prospect flagsLow participationFailed to transmit contributionsCorrective distributions

Top hat statement on fileNQDC

Filed October 3, 2014 (most recent of 5 filings on file)

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)

$556.9M

-14.1% from 2016

Total participants

11,703

+119.0% from 2016

Average account balance

$75,841

-7.0% from 2016

Annual return

20.06%

+0.44 pp from 2016

Benchmarks

See 255 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants>=10,000

Cohort255 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$673.27M

Not enough data

1 years with asset history on file

Average account balance

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

$84K

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.

8,057

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.

60.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$76.95M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+14.88%

Not enough data

1 years with return on file

Admin fee / account holder

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

$107

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 7 by compensation

Provider	Service type	Compensation
TRANSAMERICA RETIREMENT SOLUTIONS9+ years Service code 12 · EIN 13-3689044	Float revenue; Finders' fees / placem...	$492,862
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES, INC Service code 16 · EIN 13-2638166	Consulting	$93,910
MOSS ADAMS LLP3 years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318	Accounting	$17,545
PATHWAYS ADVISORY GROUP INC1 year Service code 33 · EIN 20-8811410	Securities brokerage; Securities brok...	$7,985
REGENCY INVESTMENT ADVISORS1 year Filed as: REGENCY INVESTMENT ADVISORS INC Service code 33 · EIN 77-0344391	Securities brokerage; Securities brok...	$6,452
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782	Securities brokerage; Securities brok...	$490
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567	Securities brokerage; Securities brok...	$0

Plan features & details

Pension benefit codes2F2G2L2M2R2T3H

Plan features

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
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

3 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$620K

$61 / participant

Recordkeeping$493K79.5%
Investment mgmt$110K17.7%
Other / not subdivided$18K2.8%

% of EOY assets

0.111%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: MOSS ADAMS LLP
Auditor EIN: 910189318
Audit fees: $17,545
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$75,841

$68,330+11.0%

$149,740-49.4%

$96,393-21.3%

Participation rate

57.2%

74.6%-17.4pp

78.8%-21.6pp

71.3%-14.1pp

Annual return

20.06%

29.64%-9.6pp

134.51%-114.5pp

22.88%-2.8pp

Employer contribution / active EE

$1,849

$2,139-13.6%

$4,821-61.6%

$3,239-42.9%

Participant deferral / active EE

$4,884

$4,422+10.5%

$5,683-14.1%

$5,455-10.5%

Admin fee / account holder

$84

$52+62.4%

$13,222-99.4%

$74+14.3%

Provider

Service type

Compensation

TRANSAMERICA RETIREMENT SOLUTIONS9+ years

Service code 12 · EIN 13-3689044

Float revenue; Finders' fees / placem...

$492,862

UBS FINANCIAL SERVICES INC3 years

Filed as: UBS FINANCIAL SERVICES, INC

Service code 16 · EIN 13-2638166

Consulting

$93,910

MOSS ADAMS LLP3 years

Filed as: MOSS ADAMS

Service code 10 · EIN 91-0189318

Accounting

$17,545

PATHWAYS ADVISORY GROUP INC1 year

Service code 33 · EIN 20-8811410

Securities brokerage; Securities brok...

$7,985

REGENCY INVESTMENT ADVISORS1 year

Filed as: REGENCY INVESTMENT ADVISORS INC

Service code 33 · EIN 77-0344391

Securities brokerage; Securities brok...

$6,452

CHARLES SCHWAB & CO., INC.6 years

Service code 33 · EIN 94-1737782

Securities brokerage; Securities brok...

$490

NATIONAL FINANCIAL SERVICES9+ years

Service code 33 · EIN 04-3523567

Securities brokerage; Securities brok...

COMMUNITY HOSPITALS OF CENTRAL CALIFORNIA TAX SHELTERED ANNUITY PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COMMUNITY HOSPITALS OF CENTRAL CALIFORNIA TAX SHELTERED ANNUITY 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