# Rutgers Casualty Insurance Company Health & Welfare Plan
Source: https://planprovider.pro/companies/rutgers-casualty-insurance-company-222384969-501

> Rutgers Casualty Insurance Company's Health & Welfare plan: 43 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Rutgers Casualty Insurance Company

- **Sponsor EIN:** 222384969

- **Sponsor Address:** 2250 CHAPEL AVENUE, CHERRY HILL, NJ, 08002

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 43

- **Total Assets:** $204,002

## 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|43|$204,002|$751,128|$233,145|

| 2023|56|$4,004|$30,043|$894,693|

| 2022|58|$2,923|$514,683|$226,925|

## 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|

| BROWN & BROWN OF PA|Investment Advisor|$31,200|—|$31,200|

| THE BENECON GROUP, LLC|Investment Advisor|$15,039|—|$15,039|

| MERITAIN HEALTH, AN AETNA COMPANY|Other Service Provider|$13,009|—|$13,009|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $59,248

- **Estimated Expense Ratio:** 29.043% 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|$523,095|—|—|—|—|

| 2023|$1,104,713|—|—|—|—|

| 2022|$736,367|—|—|—|—|

## Similar Plans

- [Insurance Services Office, INC.](https://planprovider.pro/companies/insurance-services-office-inc-401k-plan) — 4,533 participants

- [U.S. Fire Insurance Co.](https://planprovider.pro/companies/u-s-fire-insurance-co-401k-plan) — 2,592 participants

- [Zelis Healthcare, LLC](https://planprovider.pro/companies/zelis-healthcare-llc-401k-plan) — 2,385 participants

- [Sagesure LLC](https://planprovider.pro/companies/insight-catastrophe-group-401k-plan) — 924 participants

- [Aegis Insurance Services, INC.](https://planprovider.pro/companies/aegis-insurance-services-inc-401k-plan) — 306 participants

- [Reciprocal Management Corporat](https://planprovider.pro/companies/reciprocal-management-corporat-401k-plan) — 298 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/rutgers-casualty-insurance-company-222384969-501)

© 2026 PlanProvider.Pro