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Sponsor portfolio

HUNTERDON MEDICAL CENTER

EIN 22-1537688-Latest filing 2025
Plans
3
Retirement
2
$423.4M assets
Welfare
1
$829K premiums
Participants
7,001
2100 WESCOTT DRIVE - FLEMINGTON, NJ 08822908-788-6100
Plans on this EIN
3 filings
#006403b-$235.6M - 3,500 part#005TraditionalDB-$187.7M - 1,590 part#510Mixed-$829K - 2,912 lives

Retirement portfolio analytics

2 plans aggregated / $423.4M assets / 5,090 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • 403(B) RETIREMENT Savings (#006)56%
  • CENTER EMPLOYEES' PENSION (#005)44%
Total $423.4MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
56%top
  • ASPIRE FINANCIAL SERVICES56%
  • (Not disclosed)44%
Total $423.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 403(B) RETIREMENT Savings (#006)3,500
  • CENTER EMPLOYEES' PENSION (#005)1,590
Total 5,090Click row to drill in

Benefits portfolio analytics

1 plan / $829K premiums / 2,912 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$367K
  • Life$235K
  • Other$235K
  • Vision$227K
Total $829K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
44%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA44%
  • METROPOLITAN LIFE INSURANCE COMPANY28%
  • AETNA LIFE INSURANCE COMPANY27%
Total $829K3 slices

Broker market share

Schedule A broker compensation

Split broker
59%top
  • NJHA HEALTHCARE BUSINESS SOLUTIONS59%
  • USI INSURANCE SERVICES LLC41%
Total $57K2 slices

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$829K
Covered lives2,912
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
006HUNTERDON HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN403b$235.6M3,5002024
005HUNTERDON MEDICAL CENTER EMPLOYEES' PENSION PLANTraditionalDB$187.7M1,5902024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510HUNTERDON MEDICAL CENTER HEALTH AND WELFARE BENEFIT PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$829K2,9122025
Retirement plans
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