Plan Snapshot
- Plan Sponsor: Atlantic Health System
- Sponsor EIN: 223380375
- Sponsor Address: 475 SOUTH STREET, MORRISTOWN, NJ, 07960
- Plan Type: Health & Welfare
- Plan Number: 510
- Total Participants: 0
- Total Assets: $85.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $85.4M | $0 | $646,692 |
| 2023 | 0 | $87.0M | $0 | $622,377 |
| 2022 | 0 | $78.6M | $0 | $686,117 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| LUMINARE HEALTH BENEFITS, INC. | Other Service Provider | $156,734 | — | $156,734 |
| FIDUCIARY INVESTMENT SOLUTIONS, INC | Other Service Provider | $41,033 | — | $41,033 |
| BPAS | Recordkeeper | $35,500 | — | $35,500 |
| MULTIPLAN, INC | Other Service Provider | $34,376 | — | $34,376 |
| NORTHERN TRUST COMPANY | Other Service Provider | $28,330 | — | $28,330 |
| WISS & COMPANY LLP | Auditor | $26,500 | — | $26,500 |
| BRANDYWINE | Other Service Provider | $22,151 | — | $22,151 |
| PHILLIP RADTKE | Other Service Provider | $6,623 | — | $6,623 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BPAS — Recordkeeper
- WISS & COMPANY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $351,247
- Estimated Expense Ratio: 0.411% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $317,682 | $63,184 | — | $26,500 | — |
| 2023 | $281,569 | $6,964 | — | — | — |
| 2022 | $243,668 | — | — | — | $35,250 |