# Board Of Trustees, Retiree Plan Of The Njbls Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-retiree-plan-of-the-njbls-welfare-fund-221764453-502

> Board Of Trustees, Retiree Plan Of The Njbls Welfare Fund's Health & Welfare plan: 773 participants, plan year 2024 financials, providers, and benchmarks fro…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees, Retiree Plan Of The Njbls Welfare Fund

- **Sponsor EIN:** 221764453

- **Sponsor Address:** 485 ROUTE 1, ISELIN, NJ, 08830

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 773

- **Total Assets:** $432,235

## 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|773|$432,235|$2.8M|$1.3M|

| 2023|837|$234,903|$2.5M|$1.4M|

| 2022|854|$151,491|$3.4M|$1.5M|

## 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|

| UNITED HEALTHCARE SERVICES INC.|Other Service Provider|$119,948|—|$119,948|

| DELTA DENTAL OF NEW JERSEY INC|Other Service Provider|$13,685|—|$13,685|

| SCHULTHEIS & PANETTIERI, LLP|Auditor|$6,000|—|$6,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SCHULTHEIS & PANETTIERI, LLP](https://planprovider.pro/provider/schultheis-and-panettieri-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $139,633

- **Estimated Expense Ratio:** 32.305% 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|$218,613|—|—|$6,000|—|

| 2023|$237,589|—|—|$6,000|—|

| 2022|$263,586|—|—|—|$45,905|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-retiree-plan-of-the-njbls-welfare-fund-221764453-502)

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