# District 1199j-New Jersey Health Care Employers- DB Plan
Source: https://planprovider.pro/companies/district-1199j-new-jersey-health-care-employers-plan

> District 1199j-New Jersey Health Care Employers-'s DB plan: 2,804 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-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|NONE|$270,642|—|$270,642|

| MILLIMAN INC|NONE|$196,123|—|$196,123|

| TINEO GUILLERMO|EMPLOYEE|$124,343|—|$124,343|

| PRECIOSA LAVRADOR|EMPLOYEE|$98,532|—|$98,532|

| OXFELD COHEN PC|NONE|$92,132|—|$92,132|

| BRIAN D. SULLIVAN LAW OFFICE|NONE|$90,000|—|$90,000|

| ANA SILVA|EMPLOYEE|$89,702|—|$89,702|

| NOVAK FRANCELLA LLC|NONE|$89,622|—|$89,622|

| ELISA LOMBARDOZZI|EMPLOYEE|$63,735|—|$63,735|

| PRIYANKA PATEL|EMPLOYEE|$57,051|—|$57,051|

| JONIEL SARDINAS|EMPLOYEE|$52,438|—|$52,438|

| SYNTONIC SYSTEMS|NONE|$50,900|—|$50,900|

| JENNIFER EBEL|EMPLOYEE|$50,268|—|$50,268|

| MICHAEL PISANI JR|EMPLOYEE|$46,150|—|$46,150|

| BANK OF NEW YORK MELLON|NONE|$44,289|—|$44,289|

| US BANK|NONE|$38,747|—|$38,747|

| SHALYN RODRIGUES|EMPLOYEE|$36,656|—|$36,656|

| CHANNING CAPITAL MANAGEMENT LLC|NONE|$28,236|—|$28,236|

| HARDMA JOHNSTON GLOBAL ADVISORS LLC|NONE|$16,005|—|$16,005|

| THE SEGAL GROUP INC.|NONE|$12,844|—|$12,844|

| PENSION BENEFIT INFORMATION, LLC|NONE|$11,520|—|$11,520|

| PAYCHEX, INC.|NONE|$10,746|—|$10,746|

| GARCIA HAMILTON & ASSOCIATES|NONE|$9,693|—|$9,693|

| WELLS FARGO|NONE|$9,571|—|$9,571|

| MITCHELL J. MALZBERG LLC|NONE|$6,800|—|$6,800|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [NEPC, LLC](https://planprovider.pro/provider/milliman) — NONE

- [MILLIMAN INC](https://planprovider.pro/provider/milliman) — NONE

- [NOVAK FRANCELLA LLC](https://planprovider.pro/provider/novak-francella-llc) — NONE

- [US BANK](https://planprovider.pro/provider/john-hancock) — NONE

- [PAYCHEX, INC.](https://planprovider.pro/provider/paychex) — NONE

## 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/district-1199j-new-jersey-health-care-employers-plan)

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