Plan Snapshot
- Plan Sponsor: National Council Of Juvenile And Family Court Judges
- Sponsor EIN: 362486896
- Sponsor Address: 300 E 2ND STREET #1500, RENO, NV, 89501
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 71
- Total Assets: $174,463
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 | 71 | $174,463 | $823,495 | $346,154 |
| 2023 | 60 | $1,340 | $742,677 | $247,769 |
| 2022 | 54 | $75,222 | $173,786 | $60,770 |
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 |
|---|---|---|---|---|
| DILLON HEALTH | Investment Advisor | $30,680 | — | $30,680 |
| THE BENECON GROUP | Investment Advisor | $15,725 | — | $15,725 |
| MERITAIN HEALTH | Other Service Provider | $6,673 | — | $6,673 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $53,078
- Estimated Expense Ratio: 30.424% 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 | $996,558 | — | — | — | — |
| 2023 | $1,165,768 | — | — | — | — |
| 2022 | $184,345 | — | — | — | — |