Plan Snapshot
- Plan Sponsor: Caregility Corporation
- Sponsor EIN: 841806604
- Sponsor Address: 1350 CAMPUS PARKWAY, WALL TOWNSHIP, NJ, 07753
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 85
- Total Assets: $61,965
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 | 85 | $61,965 | $0 | $0 |
| 2024 | 93 | $804,916 | $746,617 | $832,276 |
| 2023 | 106 | $28,270 | $839,796 | $352,599 |
| 2022 | 106 | $28,270 | $839,796 | $352,599 |
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 | $69,011 | — | $69,011 |
| MERITAIN HEALTH, AN AETNA COMPANY | Other Service Provider | $42,414 | — | $42,414 |
| USI INSURANCE SERVICES (NJ) | Investment Advisor | $30,092 | — | $30,092 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $141,517
- Estimated Expense Ratio: 228.382% 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 | $1,824,333 | — | — | — | — |
| 2024 | $1,595,258 | — | — | — | — |
| 2023 | $1,320,331 | — | — | — | — |
| 2022 | $1,320,331 | — | — | — | — |