Plan Snapshot
- Plan Sponsor: Mbl Life Assurance Corporation
- Sponsor EIN: 223646417
- Sponsor Address: 1400 AMERICAN BLVD, PENNINGTON, NJ, 085344136
- Plan Type: Health & Welfare
- Plan Number: 520
- Total Participants: 185
- Total Assets: $6.4M
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 | 185 | $6.4M | $0 | $332,389 |
| 2023 | 185 | $7.3M | $0 | $311,219 |
| 2022 | 207 | $8.0M | $0 | $356,671 |
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 |
|---|---|---|---|---|
| SPRING CONSULTING GROUP LLC | Other Service Provider | $397,888 | — | $397,888 |
| MCCONNELL JONES LLP | Auditor | $77,682 | — | $77,682 |
| SPRING INSURANCE GROUP | Other Service Provider | $28,910 | — | $28,910 |
| HEALTH CARE POLICY ROUNDTABLE LLC | Other Service Provider | $15,000 | — | $15,000 |
| PLANTE MORAN | Other Service Provider | $14,160 | — | $14,160 |
| HARTFORD | Other Service Provider | $7,993 | — | $7,993 |
| DELTA DENTAL | Other Service Provider | $6,455 | — | $6,455 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MCCONNELL JONES LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $548,088
- Estimated Expense Ratio: 8.599% 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 | $558,094 | $7,993 | $35,365 | $77,682 | — |
| 2023 | $573,203 | $11,612 | $40,698 | $66,585 | — |
| 2022 | $360,331 | $14,103 | $10,668 | — | $310,560 |