Plan Snapshot
- Plan Sponsor: Camden Coalition Of Healthcare Providers
- Sponsor EIN: 320332843
- Sponsor Address: 800 COOPER ST 7TH FLOOR, CAMDEN, NJ, 08102
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 52
- Total Assets: $84,698
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. |
|---|---|---|---|---|
| 2025 | 52 | $84,698 | $0 | $0 |
| 2024 | 53 | $124,411 | $858,824 | $284,222 |
| 2023 | 53 | $97,076 | $812,315 | $240,937 |
| 2022 | 49 | $23,385 | $700,604 | $225,840 |
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 |
|---|---|---|---|---|
| THE BENECON GROUP | Investment Advisor | $69,635 | — | $69,635 |
| PATRIOT (EXUDE, INC.) | Investment Advisor | $29,128 | — | $29,128 |
| REVIVEHEALTH, INC. | Other Service Provider | $8,593 | — | $8,593 |
| MERITAIN HEALTH, AN AETNA COMPANY | Other Service Provider | $8,440 | — | $8,440 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $115,796
- Estimated Expense Ratio: 136.716% 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 |
|---|---|---|---|---|---|
| 2025 | $1,437,087 | — | — | — | — |
| 2024 | $1,148,219 | — | — | — | — |
| 2023 | $1,008,588 | — | — | — | — |
| 2022 | $1,149,116 | — | — | — | — |