# New Jersey B.A.C. Health Fund Retiree Plan Health & Welfare Plan
Source: https://planprovider.pro/companies/new-jersey-b-a-c-health-fund-retiree-plan-222945933-502

> New Jersey B.A.C. Health Fund Retiree Plan's Health & Welfare plan: 323 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** New Jersey B.A.C. Health Fund Retiree Plan

- **Sponsor EIN:** 222945933

- **Sponsor Address:** 14 PLOG ROAD SUITE 3, FAIRFIELD, NJ, 07004

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 323

- **Total Assets:** $287,521

## 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|323|$287,521|$0|$1.2M|

| 2023|340|$206,189|$0|$1.3M|

| 2022|355|$244,839|$0|$1.4M|

## 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, INC.|Other Service Provider|$156,672|—|$156,672|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $156,672

- **Estimated Expense Ratio:** 54.491% 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|$156,672|—|$156,672|—|—|

| 2023|$159,180|—|$159,180|—|—|

| 2022|$167,822|—|$167,822|—|—|

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