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Global References

are plan type. A plan is a multiemployer plan if: (a) more than one employer is required to contribute, (b) the plan is maintained pursuant to one or more collective bargaining agreements between one or more employee organizations and more than one employer; (c) an election under Code section 414(f)(5) and ERISA section 3(37)(E) has not been made; and (d) the plan meets any other applicable conditions of 29 CFR 2510.3-37. A single-employer plan for this Form 5500 reporting purpose is an employee benefit plan maintained by one employer or one employee organization. A multiple-employer plan is a plan that is maintained by more than one employer and is not one of the plans already described. Except where noted, all data come from the late-Jun-2021 updates to the year-2019 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
in state. Except where noted, all data come from the late-Jun-2021 updates to the year-2019 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
in city. Values were kept only if they occurred at least 20 times. Except where noted, all data come from the late-Jun-2021 updates to the year-2019 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
a collectively-bargained plan. Except where noted, all data come from the late-Jun-2021 updates to the year-2019 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
whose plan administrator is. The name of the plan administrator is the admin_signed_name column in the form 5500 data. Except where noted, all data come from the late-Jun-2021 updates to the year-2019 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
active participants at the end of the plan year. Total number of active participants at the end of the plan year, Line 6a(2) in Form 5500. Except where noted, all data come from the late-Jun-2021 updates to the year-2019 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
retired or separated participants receiving benefits. Line 6b in Form 5500. Except where noted, all data come from the late-Jun-2021 updates to the year-2019 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
other retired or separated participants entitled to future benefits. Line 6c in Form 5500. Except where noted, all data come from the late-Jun-2021 updates to the year-2019 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
living participants. Total of active, retired, or separated participants who are still living. Line 6d in Form 5500. Except where noted, all data come from the late-Jun-2021 updates to the year-2019 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
deceased participants whose beneficiaries receive or are entitled to benefits. Line 6e in Form 5500. Except where noted, all data come from the late-Jun-2021 updates to the year-2019 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
total participants. Sum of active, retired, or separated participants who are still living, plus deceased participants whose beneficiaries receive or are entitled to benefits. Line 6f of Form 5500. Except where noted, all data come from the late-Jun-2021 updates to the year-2019 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
self-administered by the plan sponsor. Except where noted, all data come from the late-Jun-2021 updates to the year-2019 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
in region. The 9 regions with their corresponding states or other geographic entities are: New England (CT ME MA NH RI VT), Mid Atlantic (DE DC MD NJ NY PA), Great Lakes (IL IN MI OH WI), Plains (IA KS MN MO NE ND SD), Southeast (AL AR FL GA KY LA MS NC SC TN VA WV), Southwest (AZ NM OK TX), Rocky Mountains (CO ID MT UT WY), Far West (AK CA HI NV OR WA), and Outlying Areas (VI PR GU AS MP). Except where noted, all data come from the late-Jun-2021 updates to the year-2019 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
on the East Coast. The East Coast states are: ME NH MA RI CT NY PA NJ DE MD VA NC SC GA FL. Except where noted, all data come from the late-Jun-2021 updates to the year-2019 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
in the Western states. The Western states are: HI AK WA OR CA NV MT ID WY UT CO AZ NM. Except where noted, all data come from the late-Jun-2021 updates to the year-2019 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
in the Southern states. The Southern states are: TX OK AR LA TN MS KY AL WV MD DE VA NC SC GA FL. Except where noted, all data come from the late-Jun-2021 updates to the year-2019 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
a profit-sharing plan. Feature code 2E within Line 8a of Form 5500. Except where noted, all data come from the late-Jun-2021 updates to the year-2019 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
an ERISA section 404(c) plan. An “ERISA section 404(c) Plan” is an individual account plan described in section 3(34) of the Act that: (i) provides an opportunity for a participant or beneficiary to exercise control over assets in his individual account, and (ii) provides a participant or beneficiary an opportunity to choose, from a broad range of investment alternatives, the manner in which some or all of the assets in his account are invested. Feature code 2F within Line 8a of Form 5500. Except where noted, all data come from the late-Jun-2021 updates to the year-2019 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
provide for automatic enrollment. 401(k) plan or 403(b) plan that provides for automatic enrollment in plan that has elective contributions deducted from payroll. Feature code 2S within Line 8a of Form 5500. Except where noted, all data come from the late-Jun-2021 updates to the year-2019 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
require that all or part of employer contributions be invested in employer securities. Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities. Feature code 3I within Line 8a of Form 5500. Except where noted, all data come from the late-Jun-2021 updates to the year-2019 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
percentage of active participants at the end of the plan year. Percentage of active participants equals active participants, Line 6a(2) in Form 5500, divided by total participants, Line 6f of Form 5500, multiplied by 100. Except where noted, all data come from the late-Jun-2021 updates to the year-2019 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
whose industry group is. The industry group is the first four digits from the six-digit NAICS business code, Line 2d in Form 5500, which best describes the nature of the plan sponsor’s business, from the available list. If more than one employer or employee organization is involved, filers are asked to enter the business code for the main business activity of the employer and/or employee organizations. Except where noted, all data come from the late-Jun-2021 updates to the year-2019 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
whose EIN is. The EIN (employer identification number) of the plan is the sched_h_ein column in the Schedule H form. Except where noted, all data come from the late-Jun-2021 updates to the year-2019 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
total noninterest-bearing cash. At end of plan year. Total noninterest bearing cash includes, among other things, cash on hand or cash in a noninterest bearing checking account. Line 1a of Schedule H. Except where noted, all data come from the late-Jun-2021 updates to the year-2019 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
receivables - employer contributions. At end of plan year. Noncash basis filers must include contributions due the plan by the employer but not yet paid. Not included are other amounts due from the employer such as the reimbursement of an expense or the repayment of a loan. Line 1b(1) of Schedule H. Except where noted, all data come from the late-Jun-2021 updates to the year-2019 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
receivables - participant contributions. At end of plan year. Noncash basis filers must include contributions withheld by the employer from participants and amounts due directly from participants that have not yet been received by the plan. Not included are repayments of participant loans. Line 1b(2) of Schedule H. Except where noted, all data come from the late-Jun-2021 updates to the year-2019 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
other receivables (not employer nor participant contributions). At end of plan year. Noncash basis filers must include amounts due to the plan that are not includable in lines 1b(1) or 1b(2). These amounts may include investment income earned but not yet received by the plan and other amounts due to the plan such as amounts due from the employer or another plan for expense reimbursement or from a participant for the repayment of an overpayment of benefits. Line 1b(3) of Schedule H. Except where noted, all data come from the late-Jun-2021 updates to the year-2019 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
interest-bearing cash (e.g., money market accounts, certificates of deposit). At end of plan year. Includes all assets that earn interest in a financial institution account such as interest bearing checking accounts, passbook savings accounts, or in money market accounts. Line 1c(1) of Schedule H. Line 1c(1) of Schedule H. Except where noted, all data come from the late-Jun-2021 updates to the year-2019 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
U.S. government securities. At end of plan year. Includes securities issued or guaranteed by the U.S. Government or its designated agencies such as U.S. Savings Bonds, Treasury Bonds, Treasury Bills, FNMA, and GNMA. Line 1c(2) of Schedule H. Line 1c(2) of Schedule H. Except where noted, all data come from the late-Jun-2021 updates to the year-2019 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
corporate debt instruments (preferred & other than employer securities). At end of plan year. Includes investment securities (other than employer securities defined below in line 1d(1)) issued by a corporate entity at a stated interest rate repayable on a particular future date such as most bonds, debentures, convertible debentures, commercial paper and zero coupon bonds. Does not include debt securities of governmental units that should be reported on line 1c(2) or 1c(15). 'Preferred' means any of the above securities that are publicly traded on a recognized securities exchange and the securities have a rating of A or above. If the securities are not 'Preferred', they are listed as 'Other'. Line 1c(3)(A) of Schedule H. Except where noted, all data come from the late-Jun-2021 updates to the year-2019 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
corporate debt instruments (below preferred & other than employer securities). At end of plan year. Includes investment securities (other than employer securities defined below in line 1d(1)) issued by a corporate entity at a stated interest rate repayable on a particular future date such as most bonds, debentures, convertible debentures, commercial paper and zero coupon bonds. Does not include debt securities of governmental units that should be reported on line 1c(2) or 1c(15). 'Preferred' means any of the above securities that are publicly traded on a recognized securities exchange and the securities have a rating of A or above. If the securities are below 'Preferred', they are listed as 'Other'. Line 1c(3)(B) of Schedule H. Except where noted, all data come from the late-Jun-2021 updates to the year-2019 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
corporate preferred stocks (other than employer securities). At end of plan year. Includes stock issued by corporations (other than employer securities defined in line 1d(1)) which is accompanied by preferential rights such as the right to share in distributions of earnings at a higher rate or which has general priority over the common stock of the same entity. Includes the value of warrants convertible into preferred stock. Line 1c(4)(A) of Schedule H. Except where noted, all data come from the late-Jun-2021 updates to the year-2019 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
corporate common stocks (other than employer securities). At end of plan year. Includes any stock (other than employer securities defined in line 1d(1)) that represents regular ownership of the corporation and is not accompanied by preferential rights. Includes the value of warrants convertible into common stock. Line 1c(4)(B) of Schedule H. Except where noted, all data come from the late-Jun-2021 updates to the year-2019 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
partnership/joint venture interests. At end of plan year. Includes the value of the plan’s participation in a partnership or joint venture if the underlying assets of the partnership or joint venture are not considered to be plan assets under 29 CFR 2510.3-101. Does not include the value of a plan’s interest in a partnership or joint venture that is a 103-12 Investment Entity (103-12 IE). Line 1c(5) of Schedule H. Except where noted, all data come from the late-Jun-2021 updates to the year-2019 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
real estate (other than employer real property). At end of plan year. Includes the current value of both income and nonincome producing real property owned by the plan. Does not include the value of property that is employer real property or property used in plan operations. Line 1c(6) of Schedule H. Except where noted, all data come from the late-Jun-2021 updates to the year-2019 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
loans (other than to participants). At end of plan year. The current value of all loans made by the plan, except participant loans reportable on line 1c(8). Includes the sum of the value of loans for construction, securities loans, commercial and/or residential mortgage loans that are not subject to Code section 72(p) (either by making or participating in the loans directly or by purchasing loans originated by a third party), and other miscellaneous loans. Line 1c(7) of Schedule H. Except where noted, all data come from the late-Jun-2021 updates to the year-2019 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
participant loans. At end of plan year. The current value of all loans to participants including residential mortgage loans that are subject to Code section 72(p). Line 1c(8) of Schedule H. Except where noted, all data come from the late-Jun-2021 updates to the year-2019 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
value of interest in common/collective trusts. At end of plan year. Line 1c(9) of Schedule H. Except where noted, all data come from the late-Jun-2021 updates to the year-2019 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
value of interest in pooled separate accounts. At end of plan year. Line 1c(10) of Schedule H. Except where noted, all data come from the late-Jun-2021 updates to the year-2019 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
value of interest in master trust investment accounts. At end of plan year. Line 1c(11) of Schedule H. Except where noted, all data come from the late-Jun-2021 updates to the year-2019 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
value of interest in 103-12 investment entities. At end of plan year. Line 1c(12) of Schedule H. Except where noted, all data come from the late-Jun-2021 updates to the year-2019 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
value of interest in registered investment companies (e.g., mutual funds). At end of plan year. A registered investment company is an investment company registered under the Investment Company Act of 1940. These are mutual funds (legally known as open-end companies), closed-end funds (legally known as closed-end companies), and UITs (legally known as unit investment trusts). Line 1c(13) of Schedule H. Except where noted, all data come from the late-Jun-2021 updates to the year-2019 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
value of funds held in insurance company general account (unallocated contracts). At end of plan year. Should use the same method for determining the value of the insurance contracts reported here as is used for line 4 of Schedule A, or, if line 4 is not required, line 7 of Schedule A. Line 1c(14) of Schedule H. Except where noted, all data come from the late-Jun-2021 updates to the year-2019 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
other general investments. At end of plan year. Includes all other investments not includable in lines 1c(1) through (14), such as options, index futures, state and municipal securities, collectibles, and other personal property. Line 1c(15) of Schedule H. Except where noted, all data come from the late-Jun-2021 updates to the year-2019 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
employer-related securities investments. At end of plan year. An employer security is any security issued by an employer (including affiliates) of employees covered by the plan. These may include common stocks, preferred stocks, bonds, zero coupon bonds, debentures, convertible debentures, notes and commercial paper. Line 1d(1) of Schedule H. Except where noted, all data come from the late-Jun-2021 updates to the year-2019 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
employer-related real-property investments. At end of plan year. The term 'employer real property' means real property (and related personal property) that is leased to an employer of employees covered by the plan, or to an affiliate of such employer. For purposes of determining the time at which a plan acquires employer real property for purposes here, such property shall be deemed to be acquired by the plan on the date on which the plan acquires the property or on the date on which the lease to the employer (or affiliate) is entered into, whichever is later. Line 1d(2) of Schedule H. Except where noted, all data come from the late-Jun-2021 updates to the year-2019 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
buildings and other property used in plan operation. At end of plan year. Includes the current (not book) value of the buildings and other property used in the operation of the plan. Buildings or other property held as plan investments should be reported in 1c(6) and 1d(2). Line 1e of Schedule H. Except where noted, all data come from the late-Jun-2021 updates to the year-2019 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
total assets. At end of plan year. Line 1f of Schedule H. Except where noted, all data come from the late-Jun-2021 updates to the year-2019 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
total liabilities. Lower values are better. At end of plan year. Liabilities entered here do not include the value of future pension payments to plan participants. Line 1k of Schedule H. Except where noted, all data come from the late-Jun-2021 updates to the year-2019 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
net assets (assets minus liabilities). At end of plan year. Net assets equal total assets minus total liabilities. Line 1l from Schedule H. Except where noted, all data come from the late-Jun-2021 updates to the year-2019 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
cash contributions from employers. Includes the total cash contributions received and/or (for accrual basis plans) due to be received. Line 2a(1)(A) from Schedule H. Except where noted, all data come from the late-Jun-2021 updates to the year-2019 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
cash contributions from participants. Includes the total cash contributions received and/or (for accrual basis plans) due to be received. Line 2a(1)(B) from Schedule H. Except where noted, all data come from the late-Jun-2021 updates to the year-2019 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
total cash contributions from participants and employers. Total contributions, the sum of lines 2a(1)(A), (B), (C), and line 2a(2), giving Line 2a(3) from Schedule H. Except where noted, all data come from the late-Jun-2021 updates to the year-2019 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
total income. Higher values are better. From Line 2d, Schedule H. Except where noted, all data come from the late-Jun-2021 updates to the year-2019 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
professional fees. Lower values are better. From Line 2i(1), Schedule H. Includes the total fees paid (or in the case of accrual basis plans, costs incurred during the plan year but not paid as of the end of the plan year) by the plan for outside accounting, actuarial, legal, and valuation/appraisal services. Includes fees for the annual audit of the plan by an independent qualified public accountant (IQPA); for payroll audits; for accounting/bookkeeping services; for actuarial services rendered to the plan; and to a lawyer for rendering legal opinions, litigation, and advice (but not for providing legal services as a benefit to plan participants). Reports fees and expenses for corporate trustees and individual plan trustees, including reimbursement of expenses associated with trustees, such as lost time, seminars, travel, meetings, etc. Includes the fee(s) for valuations or appraisals to determine the cost, quality, or value of an item such as real property, personal property (gemstones, coins, etc.), and for valuations of closely held securities for which there is no ready market. Does not include amounts paid to plan employees to perform bookkeeping/accounting functions that should be included in line 2i(4). Except where noted, all data come from the late-Jun-2021 updates to the year-2019 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
contract administrator fees. Lower values are better. From Line 2i(2), Schedule H. The total fees paid (or in the case of accrual basis plans, costs incurred during the plan year but not paid as of the end of the plan year) to a contract administrator for performing administrative services for the plan. For purposes of the return/report, a contract administrator is any individual, partnership, or corporation, responsible for managing the clerical operations (e.g., handling membership rosters, claims payments, maintaining books and records) of the plan on a contractual basis. Does not include salaried staff or employees of the plan or banks or insurance carriers. Except where noted, all data come from the late-Jun-2021 updates to the year-2019 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
investment advisory and management fees. Lower values are better. From Line 2i(3), Schedule H. The total fees paid (or in the case of accrual basis plans, costs incurred during the plan year but not paid as of the end of the plan year) to an individual, partnership or corporation (or other person) for advice to the plan relating to its investment portfolio. These may include fees paid to manage the plan’s investments, fees for specific advice on a particular investment, and fees for the evaluation for the plan’s investment performance. Except where noted, all data come from the late-Jun-2021 updates to the year-2019 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
other administrative expenses. Lower values are better. From Line 2i(4), Schedule H. Other expenses are those that cannot be included in 2i(1) through 2i(3). These may include plan expenditures such as salaries and other compensation and allowances (e.g., payment of premiums to provide health insurance benefits to plan employees), expenses for office supplies and equipment, cars, telephone, postage, rent, expenses associated with the ownership of a building used in the operation of the plan, and all miscellaneous expenses. Includes premium payments to the PBGC when paid from plan assets. Except where noted, all data come from the late-Jun-2021 updates to the year-2019 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
total administrative expenses. Lower values are better. From Line 2i(5), Schedule H. Except where noted, all data come from the late-Jun-2021 updates to the year-2019 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
total expenses. From Line 2j, Schedule H. Except where noted, all data come from the late-Jun-2021 updates to the year-2019 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
net income. Higher values are better. Net income, Line 2k from Schedule H, equals total income (Line 2d) minus total expenses (Line 2j), all from Schedule H. Except where noted, all data come from the late-Jun-2021 updates to the year-2019 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
covered by a fidelity bond. A 'yes' value is good. A plan is covered by a fidelity bond only if the plan itself (as opposed to the plan sponsor or administrator) is a named insured under a fidelity bond from an approved surety covering plan officials and that protects the plan from losses due to fraud or dishonesty as described in 29 CFR Part 2580. Generally, every plan official of an employee benefit plan who ‘‘handles’’ funds or other property of such plan must be bonded. Generally, a person shall be deemed to be ‘‘handling’’ funds or other property of a plan, so as to require bonding, whenever his or her duties or activities with respect to given funds are such that there is a risk that such funds could be lost in the event of fraud or dishonesty on the part of such person, acting either alone or in collusion with others. Except where noted, all data come from the late-Jun-2021 updates to the year-2019 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
average account balance. Higher values are better. Average account balance equals total assets, in Line 1f of Schedule H, divided by total participants, in Line 6f of Form 5500. Except where noted, all data come from the late-Jun-2021 updates to the year-2019 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
participant loans as a percentage of plan assets. Lower values are better. Participant loans as a percentage of plan assets equals participant loans, Line 1c(8) of Schedule H, divided by total assets, Line 1f of Schedule H, multiplied by 100. A high value may indicate excessive borrowing from participants' retirement accounts. Except where noted, all data come from the late-Jun-2021 updates to the year-2019 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
average participant cash contribution per active participant. Higher values are better. Average participant cash contribution per active participant equals cash contributions from participants, Line 2a(1)(B) from Schedule H, divided by active participants at the end of the plan year, Line 6a(2), Form 5500. Except where noted, all data come from the late-Jun-2021 updates to the year-2019 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
average employer cash contribution per active participant. Higher values are better. Average employer cash contribution per active participant equals cash contributions from employers, Line 2a(1)(A) from Schedule H, divided by active participants at the end of the plan year, Line 6a(2), Form 5500. Except where noted, all data come from the late-Jun-2021 updates to the year-2019 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
net income per active participant. Higher values are better. Average net income per active participant equals net income, Line 2k from Schedule H, divided by active participants at the end of the plan year, Line 6a(2), Form 5500. Except where noted, all data come from the late-Jun-2021 updates to the year-2019 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
total expense ratio. Lower values are better. Total expense ratio (as a percentage) equals total administrative expenses (Line 2i(5), Schedule H) divided by total assets (Line 1f of Schedule H), multiplied by 100. To qualify for total expense ratio, the number of total assets must be greater than $100K. Except where noted, all data come from the late-Jun-2021 updates to the year-2019 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
total administrative expense per participant. Lower values are better. Total administrative expense per participant is a ratio that equals total administrative expenses (Line 2i(5), Schedule H) divided by the sum of active, retired, or separated participants who are still living, plus deceased participants whose beneficiaries receive or are entitled to benefits (Line 6f of Form 5500). To qualify for total administrative expense per participant, the number of total assets must be greater than $100K. Except where noted, all data come from the late-Jun-2021 updates to the year-2019 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
total assets bracket. We partitioned total assets into six brackets: $1B or more, $250M to $1B, $100M to $250M, $50M to $100M, $10M to $50M, and below $10M. Except where noted, all data come from the late-Jun-2021 updates to the year-2019 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
are higher than the overall administrative medians in. Smaller sets are better. (1) The median nationwide value of professional fees is $0.00, so worse is above that. From Line 2i(1), Schedule H. Includes the total fees paid (or in the case of accrual basis plans, costs incurred during the plan year but not paid as of the end of the plan year) by the plan for outside accounting, actuarial, legal, and valuation/appraisal services. Includes fees for the annual audit of the plan by an independent qualified public accountant (IQPA); for payroll audits; for accounting/bookkeeping services; for actuarial services rendered to the plan; and to a lawyer for rendering legal opinions, litigation, and advice (but not for providing legal services as a benefit to plan participants). Reports fees and expenses for corporate trustees and individual plan trustees, including reimbursement of expenses associated with trustees, such as lost time, seminars, travel, meetings, etc. Includes the fee(s) for valuations or appraisals to determine the cost, quality, or value of an item such as real property, personal property (gemstones, coins, etc.), and for valuations of closely held securities for which there is no ready market. Does not include amounts paid to plan employees to perform bookkeeping/accounting functions that should be included in line 2i(4). (2) The median nationwide value of contract administrator fees is $0.00, so worse is above that. From Line 2i(2), Schedule H. The total fees paid (or in the case of accrual basis plans, costs incurred during the plan year but not paid as of the end of the plan year) to a contract administrator for performing administrative services for the plan. For purposes of the return/report, a contract administrator is any individual, partnership, or corporation, responsible for managing the clerical operations (e.g., handling membership rosters, claims payments, maintaining books and records) of the plan on a contractual basis. Does not include salaried staff or employees of the plan or banks or insurance carriers. (3) The median nationwide value of investment advisory and management fees is $21,656, so worse is above that. From Line 2i(3), Schedule H. The total fees paid (or in the case of accrual basis plans, costs incurred during the plan year but not paid as of the end of the plan year) to an individual, partnership or corporation (or other person) for advice to the plan relating to its investment portfolio. These may include fees paid to manage the plan’s investments, fees for specific advice on a particular investment, and fees for the evaluation for the plan’s investment performance. (4) The median nationwide value of other administrative expenses is $65,415, so worse is above that. From Line 2i(4), Schedule H. Other expenses are those that cannot be included in 2i(1) through 2i(3). These may include plan expenditures such as salaries and other compensation and allowances (e.g., payment of premiums to provide health insurance benefits to plan employees), expenses for office supplies and equipment, cars, telephone, postage, rent, expenses associated with the ownership of a building used in the operation of the plan, and all miscellaneous expenses. Includes premium payments to the PBGC when paid from plan assets. (5) The median nationwide value of total administrative expenses is $135,245, so worse is above that. From Line 2i(5), Schedule H. (6) The median nationwide value of total expense ratio is 0.090%, so worse is above that. Total expense ratio (as a percentage) equals total administrative expenses (Line 2i(5), Schedule H) divided by total assets (Line 1f of Schedule H), multiplied by 100. Some comparison measures have prerequisites that must be satisfied in order to keep their numeric values, otherwise their value becomes N/A. Except where noted, all data come from the late-Jun-2021 updates to the year-2019 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
are lower than the overall administrative medians in. Bigger sets are better. (1) The median nationwide value of professional fees is $0.00, so better is below that. From Line 2i(1), Schedule H. Includes the total fees paid (or in the case of accrual basis plans, costs incurred during the plan year but not paid as of the end of the plan year) by the plan for outside accounting, actuarial, legal, and valuation/appraisal services. Includes fees for the annual audit of the plan by an independent qualified public accountant (IQPA); for payroll audits; for accounting/bookkeeping services; for actuarial services rendered to the plan; and to a lawyer for rendering legal opinions, litigation, and advice (but not for providing legal services as a benefit to plan participants). Reports fees and expenses for corporate trustees and individual plan trustees, including reimbursement of expenses associated with trustees, such as lost time, seminars, travel, meetings, etc. Includes the fee(s) for valuations or appraisals to determine the cost, quality, or value of an item such as real property, personal property (gemstones, coins, etc.), and for valuations of closely held securities for which there is no ready market. Does not include amounts paid to plan employees to perform bookkeeping/accounting functions that should be included in line 2i(4). (2) The median nationwide value of contract administrator fees is $0.00, so better is below that. From Line 2i(2), Schedule H. The total fees paid (or in the case of accrual basis plans, costs incurred during the plan year but not paid as of the end of the plan year) to a contract administrator for performing administrative services for the plan. For purposes of the return/report, a contract administrator is any individual, partnership, or corporation, responsible for managing the clerical operations (e.g., handling membership rosters, claims payments, maintaining books and records) of the plan on a contractual basis. Does not include salaried staff or employees of the plan or banks or insurance carriers. (3) The median nationwide value of investment advisory and management fees is $21,656, so better is below that. From Line 2i(3), Schedule H. The total fees paid (or in the case of accrual basis plans, costs incurred during the plan year but not paid as of the end of the plan year) to an individual, partnership or corporation (or other person) for advice to the plan relating to its investment portfolio. These may include fees paid to manage the plan’s investments, fees for specific advice on a particular investment, and fees for the evaluation for the plan’s investment performance. (4) The median nationwide value of other administrative expenses is $65,415, so better is below that. From Line 2i(4), Schedule H. Other expenses are those that cannot be included in 2i(1) through 2i(3). These may include plan expenditures such as salaries and other compensation and allowances (e.g., payment of premiums to provide health insurance benefits to plan employees), expenses for office supplies and equipment, cars, telephone, postage, rent, expenses associated with the ownership of a building used in the operation of the plan, and all miscellaneous expenses. Includes premium payments to the PBGC when paid from plan assets. (5) The median nationwide value of total administrative expenses is $135,245, so better is below that. From Line 2i(5), Schedule H. (6) The median nationwide value of total expense ratio is 0.090%, so better is below that. Total expense ratio (as a percentage) equals total administrative expenses (Line 2i(5), Schedule H) divided by total assets (Line 1f of Schedule H), multiplied by 100. Some comparison measures have prerequisites that must be satisfied in order to keep their numeric values, otherwise their value becomes N/A. Except where noted, all data come from the late-Jun-2021 updates to the year-2019 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
are better than the overall participant averages in. Bigger sets are better. (1) The average nationwide value of net income per active participant is $30,819, so better is above that. Average net income per active participant equals net income, Line 2k from Schedule H, divided by active participants at the end of the plan year, Line 6a(2), Form 5500. (2) The average nationwide value of average account balance is $126,301, so better is above that. Average account balance equals total assets, in Line 1f of Schedule H, divided by total participants, in Line 6f of Form 5500. (3) The average nationwide value of active-participant contributions per head (average participant cash contribution per active participant) is $6,701, so better is above that. Average participant cash contribution per active participant equals cash contributions from participants, Line 2a(1)(B) from Schedule H, divided by active participants at the end of the plan year, Line 6a(2), Form 5500. (4) The average nationwide value of employer contributions per active participant (average employer cash contribution per active participant) is $4,533, so better is above that. Average employer cash contribution per active participant equals cash contributions from employers, Line 2a(1)(A) from Schedule H, divided by active participants at the end of the plan year, Line 6a(2), Form 5500. (5) The average nationwide value of total administrative expense per participant is $107.22, so better is below that. Total administrative expense per participant is a ratio that equals total administrative expenses (Line 2i(5), Schedule H) divided by the sum of active, retired, or separated participants who are still living, plus deceased participants whose beneficiaries receive or are entitled to benefits (Line 6f of Form 5500). Some comparison measures have prerequisites that must be satisfied in order to keep their numeric values, otherwise their value becomes N/A. Except where noted, all data come from the late-Jun-2021 updates to the year-2019 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
are worse than the overall participant averages in. Smaller sets are better. (1) The average nationwide value of net income per active participant is $30,819, so worse is below that. Average net income per active participant equals net income, Line 2k from Schedule H, divided by active participants at the end of the plan year, Line 6a(2), Form 5500. (2) The average nationwide value of average account balance is $126,301, so worse is below that. Average account balance equals total assets, in Line 1f of Schedule H, divided by total participants, in Line 6f of Form 5500. (3) The average nationwide value of active-participant contributions per head (average participant cash contribution per active participant) is $6,701, so worse is below that. Average participant cash contribution per active participant equals cash contributions from participants, Line 2a(1)(B) from Schedule H, divided by active participants at the end of the plan year, Line 6a(2), Form 5500. (4) The average nationwide value of employer contributions per active participant (average employer cash contribution per active participant) is $4,533, so worse is below that. Average employer cash contribution per active participant equals cash contributions from employers, Line 2a(1)(A) from Schedule H, divided by active participants at the end of the plan year, Line 6a(2), Form 5500. (5) The average nationwide value of total administrative expense per participant is $107.22, so worse is above that. Total administrative expense per participant is a ratio that equals total administrative expenses (Line 2i(5), Schedule H) divided by the sum of active, retired, or separated participants who are still living, plus deceased participants whose beneficiaries receive or are entitled to benefits (Line 6f of Form 5500). Some comparison measures have prerequisites that must be satisfied in order to keep their numeric values, otherwise their value becomes N/A. Except where noted, all data come from the late-Jun-2021 updates to the year-2019 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
within 50 miles.

  • The Latitude and Longitude data used by this application were obtained from the Google Map's geolocation API service.
  • In rare cases, the geolocation isn't found, typically because a street address is missing or incorrect, a zipcode isn't correct or omits a leading zero, or other detail. In such rare cases, the Google Maps service was used manually to identify the correct or likely office latitude and longtidue, with a preference to physical addresses rather than mailing addresses such as a post office box.

Except where noted, all data come from the late-Jun-2021 updates to the year-2019 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
in the nationwide top 100 in total assets. Expresses whether the plan is in the nationwide top-100 by total assets, which must be at least $237.70M in order to qualify. Except where noted, all data come from the late-Jun-2021 updates to the year-2019 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
in the nationwide top 250 in total assets. Expresses whether the plan is in the nationwide top-250 by total assets, which must be at least $220.80M in order to qualify. Except where noted, all data come from the late-Jun-2021 updates to the year-2019 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.


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