# Caregility Corporation Health & Welfare Plan
Source: https://planprovider.pro/companies/caregility-corporation-841806604-501

> Caregility Corporation's Health & Welfare plan: 85 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|—|—|—|—|

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