# New Jersey Resources Corporation Health & Welfare Plan
Source: https://planprovider.pro/companies/new-jersey-resources-corporation-222376465-501

> New Jersey Resources Corporation's Health & Welfare plan: 1,153 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 Resources Corporation

- **Sponsor EIN:** 222376465

- **Sponsor Address:** 1415 WYCKOFF ROAD, WALL, NJ, 07719

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,153

- **Total Assets:** $98.6M

## 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|1,153|$98.6M|$28.5M|$4.1M|

| 2023|1,152|$99.4M|$27.0M|$4.1M|

| 2022|1,103|$86.3M|$32.9M|$4.1M|

## 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|

| SEI TRUST|Custodian / Trustee|$368,625|—|$368,625|

| AON PLC|Actuary|$152,116|—|$152,116|

| BDO USA, P.C.|Auditor|$17,728|—|$17,728|

### Verified Provider Profiles

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

- [AON PLC](https://planprovider.pro/provider/alight-solutions) — Actuary

- [BDO USA, P.C.](https://planprovider.pro/provider/bdo-usa-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $538,469

- **Estimated Expense Ratio:** 0.546% 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|$538,469|$342,018|—|$17,728|—|

| 2023|$344,846|$320,902|—|—|—|

| 2022|$352,874|$352,874|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/new-jersey-resources-corporation-222376465-501)

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