# Planned Parenthood Of Northern, Central And Southern New Jersey Health & Welfare Plan
Source: https://planprovider.pro/companies/planned-parenthood-of-northern-central-and-southern-new-jersey-221643997-502

> Planned Parenthood Of Northern, Central And Southern New Jersey's Health & Welfare plan: 134 participants, plan year 2024 financials, providers, and benchmar…

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

## Similar Plans

- [Planned Parenthood Of Northern, Central And Southern New Jersey](https://planprovider.pro/companies/planned-parenthood-of-northern-central-and-southern-new-jersey-401k-plan) — 248 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/planned-parenthood-of-northern-central-and-southern-new-jersey-221643997-502)

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