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ALLAMERUS SAVINGS & RETIREMENT PLAN

Plan Contact

  • Contact person: LAURIE ROEPSCH
  • Phone: (515) 362-3673

Plan General Information

ALLAMERUS SAVINGS & RETIREMENT PLAN Total Retirement Plan Assets

At the end of 2007, the total retirement plan assets of ALLAMERUS SAVINGS & RETIREMENT PLAN is $150,666,024.00.This plan was established in 1985.

ALLAMERUS SAVINGS & RETIREMENT PLAN Total Number of Retirement Plan Participants

At the end of 2007, the total number of retirement plan participants in ALLAMERUS SAVINGS & RETIREMENT PLAN is 1689

ALLAMERUS SAVINGS & RETIREMENT PLAN Average Participant Retirement Account Value

In 2007, the average participant retirement account value for ALLAMERUS SAVINGS & RETIREMENT PLAN is $89,204.00

ALLAMERUS SAVINGS & RETIREMENT PLAN Estimated Average Employee Contribution Amount

In 2007, the estimated average employee contribution amount per participant for ALLAMERUS SAVINGS & RETIREMENT PLAN is $7,670.00.

ALLAMERUS SAVINGS & RETIREMENT PLAN Estimated Average Employer Match

In 2007, the estimated average employer match for an employee in ALLAMERUS SAVINGS & RETIREMENT PLAN is approximately $4,589.00
Investing in this additonal $4,589.00 for 20 years would give you extra $293,715.00, assuming a 10% annual return.

ALLAMERUS SAVINGS & RETIREMENT PLAN Total Employer Contribution and Match Rate

In 2007, ALLAMERUS SAVINGS & RETIREMENT PLAN allocates $7,751,348.00 to match its employees' contributions, providing an employer match rate of 119.66% of their contributions

ALLAMERUS SAVINGS & RETIREMENT PLAN Total Retirement Plan Asset Growth Rate

In 2007, the total retirement plan asset growth rate of ALLAMERUS SAVINGS & RETIREMENT PLAN is 3.75%.

ALLAMERUS SAVINGS & RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2007, the estimated aggregate retirement account investment gain/loss for ALLAMERUS SAVINGS & RETIREMENT PLAN is 13.33%. This measures the effectiveness of the plan participants' investments in the year.

ALLAMERUS SAVINGS & RETIREMENT PLAN Expense Ratio

In 2007, the investment and administrative expense ratio of ALLAMERUS SAVINGS & RETIREMENT PLAN is 0.01%.

Enrollment Features

ALLAMERUS SAVINGS & RETIREMENT PLAN has the following features:
    Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.


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