Retirement plan

EMPLOYEE BENEFITS PLAN OF INTERNATIONAL MEDICAL CORPS

Name: INTERNATIONAL MEDICAL CORPS - EMPLOYEE BENEFITS PLAN OF INTERNATIONAL MEDICAL CORPS (2016) Form 5500
Creator: INTERNATIONAL MEDICAL CORPS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFITS PLAN OF INTERNATIONAL MEDICAL CORPS, INTERNATIONAL MEDICAL CORPS

INTERNATIONAL MEDICAL CORPSEIN 95-3949646Plan #001PY 2016

12400 WILSHIRE BLVD., SUITE 1500 - LOS ANGELES, CA 90025310-826-7800internationalmedicalcorps.orgLinkedIn5001-10000 employeesnon-profit organization management

Other plans on this EIN

1 filing

#002Retirement-$3.1M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$24M

+18.3% from 2015

Total participants

1,303

+12.3% from 2015

Average account balance

$19,396

+11.0% from 2015

Annual return

7.76%

+9.13 pp from 2015

Benchmarks

See 3,733 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,733 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$32.87M

Not enough data

1 years with asset history on file

Average account balance

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

$98K

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.

335

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.

97.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.49M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+13.84%

Not enough data

1 years with return on file

Admin fee / account holder

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

$99

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 2 by compensation

Provider	Service type	Compensation
DESCHUTES INVESTMENT CONSULTING2+ years Filed as: DESCHUTES INVESTMENT ADVISORS, INC. Service code 27 · EIN 87-0554544 1211 SW FIFTH AVENUE, SUITE 2830 · PORTLAND, OR 972043728	Advisory (Plan)	$79,801
NEWPORT GROUP, INC.1 year Service code 13 · EIN 27-2037969	Contract Administrator	$20,863

Plan features & details

Pension benefit codes2A2E2F2G2T3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
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.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$101K

$195 / participant

Investment mgmt$80K79.3%
Contract admin$21K20.7%

% of EOY assets

0.420%

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: GURRERA & ASSOCIATES
Auditor EIN: 912085612
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$19,396

$36,916-47.5%

$156,551-87.6%

$57,658-66.4%

Participation rate

87.0%

63.4%+23.6pp

84.0%+3.0pp

70.2%+16.8pp

Annual return

7.76%

12.38%-4.6pp

32.23%-24.5pp

5.13%+2.6pp

Employer contribution / active EE

$7,258

$1,571+362.1%

$5,501+31.9%

$1,974+267.7%

Participant deferral / active EE

$1,926-100.0%

$4,871-100.0%

$3,061-100.0%

Admin fee / account holder

$81

$82-1.3%

$13,028-99.4%

$95-13.8%

Provider

Service type

Compensation

DESCHUTES INVESTMENT CONSULTING2+ years

Filed as: DESCHUTES INVESTMENT ADVISORS, INC.

Service code 27 · EIN 87-0554544

1211 SW FIFTH AVENUE, SUITE 2830 · PORTLAND, OR 972043728

Advisory (Plan)

$79,801

NEWPORT GROUP, INC.1 year

Service code 13 · EIN 27-2037969

Contract Administrator

$20,863

EMPLOYEE BENEFITS PLAN OF INTERNATIONAL MEDICAL CORPS

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFITS PLAN OF INTERNATIONAL MEDICAL CORPS

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