Plan Snapshot
- Plan Sponsor: District 1199j-New Jersey Health Care Employers-
- Sponsor EIN: 223095464
- Sponsor Address: 9-25 ALLING STREET, NEWARK, NJ, 071020000
- Plan Type: DB
- Total Participants: 2,804
- Total Assets: $254.8M
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 | 2,804 | $254.8M | $12.9M | $0 |
| 2023 | 2,699 | $250.0M | $12.3M | $0 |
| 2022 | 2,270 | $241.5M | $10.8M | $0 |
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 |
|---|---|---|---|---|
| NEPC, LLC | Recordkeeper | $270,642 | — | $270,642 |
| MILLIMAN INC | Recordkeeper | $196,123 | — | $196,123 |
| TINEO GUILLERMO | Other Service Provider | $124,343 | — | $124,343 |
| PRECIOSA LAVRADOR | Other Service Provider | $98,532 | — | $98,532 |
| OXFELD COHEN PC | Other Service Provider | $92,132 | — | $92,132 |
| BRIAN D. SULLIVAN LAW OFFICE | Other Service Provider | $90,000 | — | $90,000 |
| ANA SILVA | Other Service Provider | $89,702 | — | $89,702 |
| NOVAK FRANCELLA LLC | Auditor | $89,622 | — | $89,622 |
| ELISA LOMBARDOZZI | Other Service Provider | $63,735 | — | $63,735 |
| PRIYANKA PATEL | Other Service Provider | $57,051 | — | $57,051 |
| JONIEL SARDINAS | Other Service Provider | $52,438 | — | $52,438 |
| SYNTONIC SYSTEMS | Other Service Provider | $50,900 | — | $50,900 |
| JENNIFER EBEL | Other Service Provider | $50,268 | — | $50,268 |
| MICHAEL PISANI JR | Other Service Provider | $46,150 | — | $46,150 |
| BANK OF NEW YORK MELLON | Other Service Provider | $44,289 | — | $44,289 |
| US BANK | Recordkeeper | $38,747 | — | $38,747 |
| SHALYN RODRIGUES | Other Service Provider | $36,656 | — | $36,656 |
| CHANNING CAPITAL MANAGEMENT LLC | Other Service Provider | $28,236 | — | $28,236 |
| HARDMA JOHNSTON GLOBAL ADVISORS LLC | Other Service Provider | $16,005 | — | $16,005 |
| THE SEGAL GROUP INC. | Other Service Provider | $12,844 | — | $12,844 |
| PENSION BENEFIT INFORMATION, LLC | Other Service Provider | $11,520 | — | $11,520 |
| PAYCHEX, INC. | Recordkeeper | $10,746 | — | $10,746 |
| GARCIA HAMILTON & ASSOCIATES | Other Service Provider | $9,693 | — | $9,693 |
| WELLS FARGO | Other Service Provider | $9,571 | — | $9,571 |
| MITCHELL J. MALZBERG LLC | Other Service Provider | $6,800 | — | $6,800 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NEPC, LLC — Recordkeeper
- MILLIMAN INC — Recordkeeper
- NOVAK FRANCELLA LLC — Auditor
- US BANK — Recordkeeper
- PAYCHEX, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,596,745
- Estimated Expense Ratio: 0.627% 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 | $3,767,857 | $324,576 | — | $52,095 | — |
| 2023 | $2,905,362 | $398,289 | — | $29,000 | — |
| 2022 | $2,740,451 | $526,665 | — | — | $382,508 |