Retirement plan

ALEXANDRIA REAL ESTATE EQUITIES, INC. 401(K) PROFIT SHARING PLAN

Name: ALEXANDRIA REAL ESTATE EQUITIES, INC. - ALEXANDRIA REAL ESTATE EQUITIES, INC. 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: ALEXANDRIA REAL ESTATE EQUITIES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALEXANDRIA REAL ESTATE EQUITIES, INC. 401(K) PROFIT SHARING PLAN, ALEXANDRIA REAL ESTATE EQUITIES, INC.

ALEXANDRIA REAL ESTATE EQUITIES, INC.EIN 95-4502084Plan #001PY 2018

26 NORTH EUCLID AVENUE - PASADENA, CA 91101are.comLinkedIn501-1000 employeesreal estate

Other plans on this EIN

1 filing

#003Retirement-$7.9M assets

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed January 4, 2001

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)

$60.5M

+7.2% from 2017

Total participants

448

+20.4% from 2017

Average account balance

$136,626

-11.4% from 2017

Annual return

-5.11%

-27.58 pp from 2017

Benchmarks

See 592 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants250-999

Cohort592 peers

Snapshot2018

See peer percentile detail. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Analytics

Total assets (EOY)

Plan-year ending balance

$258.25M

Not enough data

1 years with asset history on file

Average account balance

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

$369K

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.

699

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.

99.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$11.82M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$23K

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

+26.11%

Not enough data

1 years with return on file

Admin fee / account holder

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

$77

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Service providers

Top 4 by compensation

Provider	Service type	Compensation
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55	Other Commissions	$108,856
FIDELITY INVESTMENTS INSTITUTIONAL4+ years Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786	Loan Processing	$4,907
FIDELITY INVESTMENTS INSTITUTIONAL4+ years Service code 60	Sub-TA Fees	$0
FIRST CLEARING LLC4+ years Service code 27 · EIN 23-2384840	Advisory (Plan)	$0

Plan features & details

Pension benefit codes2A2E2F2G2J2R2S2T3D

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.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

$2K

$7 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.004%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: HOLTHOUSE CARLIN & VAN TRIGT
Auditor EIN: 954345526
Audit fees: (not subdivided)
Opinion code: Disclaimer

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$136,626

$42,810+219.1%

$169,463-19.4%

$55,725+145.2%

Participation rate

98.6%

64.7%+33.9pp

77.8%+20.9pp

70.9%+27.8pp

Annual return

-5.11%

-3.61%-1.5pp

1.83%-6.9pp

244.93%-250.0pp

Employer contribution / active EE

$11,157

$1,402+695.9%

$4,159+168.3%

$2,078+436.9%

Participant deferral / active EE

$10,830

$3,141+244.8%

$5,277+105.3%

$3,356+222.8%

Admin fee / account holder

$106-94.9%

$9,109-99.9%

$115-95.3%

Provider

Service type

Compensation

WELLS FARGO BANK, N.A.3+ years

Filed as: WELLS FARGO CLEARING SERVICES LLC

Service code 55

Other Commissions

$108,856

FIDELITY INVESTMENTS INSTITUTIONAL4+ years

Filed as: FIDELITY INVESTMENTS

Service code 37 · EIN 04-2647786

Loan Processing

$4,907

FIDELITY INVESTMENTS INSTITUTIONAL4+ years

Service code 60

Sub-TA Fees

FIRST CLEARING LLC4+ years

Service code 27 · EIN 23-2384840

Advisory (Plan)

ALEXANDRIA REAL ESTATE EQUITIES, INC. 401(K) PROFIT SHARING PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ALEXANDRIA REAL ESTATE EQUITIES, INC. 401(K) PROFIT SHARING 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