Plan Snapshot
- Plan Sponsor: Planned Parenthood Of Northern, Central And Southern New Jersey
- Sponsor EIN: 221643997
- Sponsor Address: 196 SPEEDWELL AVENUE, MORRISTOWN, NJ, 07960
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 134
- Total Assets: $133,903
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 | 134 | $133,903 | $2.0M | $247,419 |
| 2023 | 120 | $463,513 | $2.2M | $238,276 |
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 |
|---|---|---|---|---|
| CORPORATE SYNERGIES GROUP, LLC | Investment Advisor | $77,198 | — | $77,198 |
| MERITAIN HEALTH, AN AETNA COMPANY | Recordkeeper | $71,522 | — | $71,522 |
| THE BENECON GROUP, LLC | Investment Advisor | $23,154 | — | $23,154 |
| CONNECTCARE3, LLC | Other Service Provider | $8,032 | — | $8,032 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $179,906
- Estimated Expense Ratio: 134.355% 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 | $179,905 | — | — | — | — |
| 2023 | $134,520 | — | — | — | — |