Plan Snapshot
- Plan Sponsor: District 1199j Benefit Fund
- Sponsor EIN: 223143027
- Sponsor Address: 9-25 ALLING STREET, NEWARK, NJ, 07102
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 2,945
- Total Assets: $27.5M
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 | 2,945 | $27.5M | $35.2M | $1.3M |
| 2023 | 2,888 | $21.1M | $34.0M | $1.2M |
| 2022 | 2,798 | $12.9M | $32.7M | $1.2M |
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 | Other Service Provider | $1,504,697 | — | $1,504,697 |
| DISTRICT 1199J PENSION PLAN | Other Service Provider | $437,757 | — | $437,757 |
| PAYER MATRIX LLC | Other Service Provider | $179,534 | — | $179,534 |
| NOVAK FRANCELLA LLC | Auditor | $140,893 | — | $140,893 |
| LAW OFFICES OF BRIAN D SULLIVAN | Other Service Provider | $105,000 | — | $105,000 |
| OXFELD COHEN PC | Other Service Provider | $90,000 | — | $90,000 |
| SELE DENT | Other Service Provider | $80,783 | — | $80,783 |
| GALLAGHER BENEFIT SERVICES, INC. | Investment Advisor | $75,000 | — | $75,000 |
| PRECIOSA LAVRADOR | Other Service Provider | $57,089 | — | $57,089 |
| MARIBEL NEGRON | Other Service Provider | $55,235 | — | $55,235 |
| MICHELE KAMAL | Other Service Provider | $49,052 | — | $49,052 |
| MICHAEL PISANI | Other Service Provider | $48,787 | — | $48,787 |
| MILLIMAN INC | Recordkeeper | $48,200 | — | $48,200 |
| JORGE SARDINAS | Other Service Provider | $46,436 | — | $46,436 |
| GUILLERMO TINEO | Other Service Provider | $46,007 | — | $46,007 |
| SYNTONIC SYSTEMS INC | Other Service Provider | $44,494 | — | $44,494 |
| PRIYANKA PATEL | Other Service Provider | $42,218 | — | $42,218 |
| DONNA HUGHES | Other Service Provider | $37,452 | — | $37,452 |
| EMPIRX HEALTH, LLC | Other Service Provider | $34,859 | — | $34,859 |
| JENNIFER EBEL | Other Service Provider | $34,399 | — | $34,399 |
| ANA SILVA | Other Service Provider | $33,190 | — | $33,190 |
| ROSE ANN GONZALEZ | Other Service Provider | $31,900 | — | $31,900 |
| LOUIS SOTO | Other Service Provider | $30,519 | — | $30,519 |
| ORLANDO HURTADO | Other Service Provider | $29,275 | — | $29,275 |
| CHRISTINA PACHECO | Other Service Provider | $28,245 | — | $28,245 |
| SHALYN RODRIGUES | Other Service Provider | $25,116 | — | $25,116 |
| THE SEGAL COMPANY | Other Service Provider | $12,844 | — | $12,844 |
| PAYCHEX INC | Recordkeeper | $12,659 | — | $12,659 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NOVAK FRANCELLA LLC — Auditor
- GALLAGHER BENEFIT SERVICES, INC. — Investment Advisor
- MILLIMAN INC — Recordkeeper
- PAYCHEX INC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,361,640
- Estimated Expense Ratio: 12.229% 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 | $1,923,798 | $28,683 | — | $30,000 | — |
| 2023 | $1,942,145 | $14,429 | — | $53,717 | — |
| 2022 | $1,895,332 | $3,613 | — | — | $376,326 |