Plan Snapshot
- Plan Sponsor: Atlanticare Health System, INC.
- Sponsor EIN: 223265213
- Sponsor Address: ATLANTICARE HEALTH PARK, EGG HARBOR TOWNSHIP, NJ, 08234
- Plan Type: Health & Welfare
- Plan Number: 503
- Total Participants: 0
- Total Assets: $17.9M
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 | $17.9M | $292,639 | $2,231 |
| 2023 | 0 | $16.7M | $371,920 | $3,828 |
| 2022 | 0 | $14.9M | $204,434 | $5,131 |
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 |
|---|---|---|---|---|
| HORIZON HEALTHCARE SERVICES, INC. | Recordkeeper | $31,610 | — | $31,610 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $31,610
- Estimated Expense Ratio: 0.176% 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 | $132,902 | — | $102,801 | — | — |
| 2023 | $404,130 | $64,792 | $26,339 | — | — |
| 2022 | $354,675 | $69,161 | $26,341 | — | — |