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Sponsor portfolio

MASONIC CHARITY FOUNDATION OF NEW JERSEY

EIN 21-0634536-medical practice-Latest filing 2024
Plans
2
Retirement
1
$17.3M assets
Welfare
1
$211K premiums
Participants
909
902 JACKSONVILLE ROAD - BURLINGTON, NJ 080163896609-239-3820LinkedIn501-1000 employeesmedical practice
Plans on this EIN
2 filings
#002403b-$17.3M - 673 part#501Mixed-$211K - 236 lives

Benefits portfolio analytics

1 plan / $211K premiums / 236 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$211K
  • Dental$154K
  • Vision$154K
  • Life$154K
  • Short-term disability$154K
Total $211K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
73%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA73%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA27%
Total $211K2 slices

Broker market share

Schedule A broker compensation

Split broker
68%top
  • ACRISURE LLC68%
  • MCO PARTNERS LLC17%
  • HARMONY BENEFITS LLC6%
  • VINCENT J ROWAN3%
  • PAMELA SUSAN LEVY3%
  • +3 more
Total $42K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

MASONIC CHARITY FOUNDATION OF NEW JERSEY 403(B) SAVINGS PLAN

403b

Assets$17.3M
Participants673
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MASONIC CHARITY FOUNDATION OF NEW JERSEY HEALTH AND WELFARE PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$211K
Covered lives236
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002MASONIC CHARITY FOUNDATION OF NEW JERSEY 403(B) SAVINGS PLAN403b$17.3M6732024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MASONIC CHARITY FOUNDATION OF NEW JERSEY HEALTH AND WELFARE PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$211K2362024
Retirement plans
Welfare plans
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