# Atlantic Health System Health & Welfare Plan
Source: https://planprovider.pro/companies/atlantic-health-system-223380375-510

> Atlantic Health System's Health & Welfare plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/bpas) — Recordkeeper

- [WISS & COMPANY LLP](https://planprovider.pro/provider/wiss-and-company) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/atlantic-health-system-223380375-510)

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