Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HUNTERDON HEALTHCARE SYSTEM
EIN 22-1537688Health Care and Social AssistanceLatest filing 2024
Plans
3
Retirement
2
$423.4M assets
Welfare
1
$841K premiums
Participants
7,019
2100 WESCOTT DRIVE - FLEMINGTON, NJ 088224603908-788-6100
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $423.4M assets / 5,090 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
56%top
- ASPIRE FINANCIAL SERVICES56%
- (Not disclosed)44%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $841K premiums / 2,996 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Long-term disability$369K
- Life$239K
- Other$239K
- Vision$233K
Carrier market share
Premium dollars by Schedule A carrier
44%top
- SUN LIFE ASSURANCE COMPANY OF CANADA44%
- METROPOLITAN LIFE INSURANCE COMPANY28%
- AETNA LIFE INSURANCE COMPANY28%
Broker market share
Schedule A broker compensation
67%top
- USI INSURANCE SERVICES LLC67%
- NJHA HEALTHCARE BUSINESS SOLUTIONS33%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#006
HUNTERDON HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN
403b
Assets$235.6M
Participants3,500
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
HUNTERDON MEDICAL CENTER EMPLOYEES' PENSION PLAN
TraditionalDB
Assets$187.7M
Participants1,590
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510
HUNTERDON MEDICAL CENTER HEALTH AND WELFARE BENEFIT PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$841K
Covered lives2,996
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 006 | HUNTERDON HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN | 403b | $235.6M | 3,500 | 2024 | |
| 005 | HUNTERDON MEDICAL CENTER EMPLOYEES' PENSION PLAN | TraditionalDB | $187.7M | 1,590 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 510 | HUNTERDON MEDICAL CENTER HEALTH AND WELFARE BENEFIT PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $841K | 2,996 | 2024 |
Retirement plans
Welfare plans