# District 1199j Benefit Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/district-1199j-benefit-fund-223143027-501

> District 1199j Benefit Fund's Health & Welfare plan: 2,945 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/novak-francella-llc) — Auditor

- [GALLAGHER BENEFIT SERVICES, INC.](https://planprovider.pro/provider/arthur-j-gallagher-and-co) — Investment Advisor

- [MILLIMAN INC](https://planprovider.pro/provider/milliman) — Recordkeeper

- [PAYCHEX INC](https://planprovider.pro/provider/paychex) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/district-1199j-benefit-fund-223143027-501)

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