Retirement plan

BASIC PENSION PLAN FOR EMPLOYEES OF JEWISH FEDERATION COUNCIL OF GREATER LOS ANGELES

Name: JEWISH FEDERATION COUNCIL OF GREATER LOS ANGELES - BASIC PENSION PLAN FOR EMPLOYEES OF JEWISH FEDERATION COUNCIL OF GREATER LOS ANGELES (2017) Form 5500
Creator: JEWISH FEDERATION COUNCIL OF GREATER LOS ANGELES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BASIC PENSION PLAN FOR EMPLOYEES OF JEWISH FEDERATION COUNCIL OF GREATER LOS ANGELES, JEWISH FEDERATION COUNCIL OF GREATER LOS ANGELES

JEWISH FEDERATION COUNCIL OF GREATER LOS ANGELESEIN 95-1643388Plan #001PY 2017

6505 WILSHIRE BLVD - LOS ANGELES, CA 90048323-761-8000

Other plans on this EIN

1 filing

#002Retirement-$5.9M assets

Prospect flagsHigh retiree %Low participant contribution

Top hat statement on fileNQDC

Filed March 18, 2002

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.

Open the filing PDF

How to read this page

Total assets (EOY)

$122.1M

+11.4% from 2016

Total participants

2,001

+1.6% from 2016

Average account balance

No prior year

Annual return

14.47%

+10.16 pp from 2016

Benchmarks

See 8 peers

Peer group

Industryany (size+type match)

Plan typeDB + DC

Participants100-249

Cohort8 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$136.32M

Not enough data

1 years with asset history on file

Average account balance

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

$1.9M

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.

1,714

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.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$5.01M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$56K

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

+11.11%

Not enough data

1 years with return on file

Admin fee / account holder

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

$13420

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 10 of 14 by compensation

Provider	Service type	Compensation
MASSACHUSETTS MUTUAL LIFE INS. CO.3+ years Service code 13 · EIN 41-1590850	Contract Administrator	$235,982
CANTERBURY CONSULTING1 year Filed as: CANTERBURY CONSULTING, INC. Service code 27 · EIN 33-0307982	Advisory (Plan)	$120,795
THE BANK OF NEW YORK MELLON3+ years Filed as: U.S. BANK Service code 21 · EIN 31-0841368	Bank Trustee	$91,333
HARDMAN JOHNSTON GLOBAL ADVISORS1 year Service code 28 · EIN 13-3257590	Investment Management	$82,275
HORIZON ACTUARIAL SERVICES, LLC1 year Service code 11 · EIN 26-1370698	Actuarial	$64,008
PINNACLE ASSOCIATES LTD3+ years Service code 51 · EIN 13-3220717	Investment Mgmt Fees	$63,192
AMERICAN FUNDS1 year Filed as: CRESCENT CAPITAL GROUP, LP Service code 28 · EIN 45-5287411	Investment Management	$50,254
BRANDYWINE GLOBAL INVESTMENT MGMT1 year Service code 28 · EIN 56-6669869	Investment Management	$27,654
MILLER KAPLAN ARASE LLP3+ years Service code 10 · EIN 95-2036255	Accounting	$22,750
ADVISORY RESEARCH3+ years Filed as: ADVISORY RESEARCH, INC. Service code 28 · EIN 36-2831881	Investment Management	$21,953

Enrolled actuary

1 attachment

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

Plan features & details

Pension benefit codes1A2K

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).
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.

Opportunity flags

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
InformationalHigh retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.

Expense breakdown

Schedule H Part II

Admin total

$971K

$5003 / participant

Investment mgmt$721K74.3%
Other / not subdivided$249K25.7%

% of EOY assets

0.795%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: MILLER KAPLAN ARASE LLP
Auditor EIN: 952036255
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$147,955-100.0%

Participation rate

0.0%

0.0%0pp

93.3%-93.3pp

0.0%0pp

Annual return

14.47%

11.65%+2.8pp

9.57%+4.9pp

11.65%+2.8pp

Employer contribution / active EE

$27,509

$12,483+120.4%

$9,679+184.2%

$12,483+120.4%

Participant deferral / active EE

$208

$2080%

$8,748-97.6%

$2080%

Admin fee / account holder

$811-100.0%

Provider

Service type

Compensation

MASSACHUSETTS MUTUAL LIFE INS. CO.3+ years

Service code 13 · EIN 41-1590850

Contract Administrator

$235,982

CANTERBURY CONSULTING1 year

Filed as: CANTERBURY CONSULTING, INC.

Service code 27 · EIN 33-0307982

Advisory (Plan)

$120,795

THE BANK OF NEW YORK MELLON3+ years

Filed as: U.S. BANK

Service code 21 · EIN 31-0841368

Bank Trustee

$91,333

HARDMAN JOHNSTON GLOBAL ADVISORS1 year

Service code 28 · EIN 13-3257590

Investment Management

$82,275

HORIZON ACTUARIAL SERVICES, LLC1 year

Service code 11 · EIN 26-1370698

Actuarial

$64,008

PINNACLE ASSOCIATES LTD3+ years

Service code 51 · EIN 13-3220717

Investment Mgmt Fees

$63,192

AMERICAN FUNDS1 year

Filed as: CRESCENT CAPITAL GROUP, LP

Service code 28 · EIN 45-5287411

Investment Management

$50,254

BRANDYWINE GLOBAL INVESTMENT MGMT1 year

Service code 28 · EIN 56-6669869

Investment Management

$27,654

MILLER KAPLAN ARASE LLP3+ years

Service code 10 · EIN 95-2036255

Accounting

$22,750

ADVISORY RESEARCH3+ years

Filed as: ADVISORY RESEARCH, INC.

Service code 28 · EIN 36-2831881

Investment Management

$21,953

BASIC PENSION PLAN FOR EMPLOYEES OF JEWISH FEDERATION COUNCIL OF GREATER LOS ANGELES

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BASIC PENSION PLAN FOR EMPLOYEES OF JEWISH FEDERATION COUNCIL OF GREATER LOS ANGELES

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

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