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  2. MENTAL HEALTH ASSOCIATION OF ESSEX AND MORRIS, INC.
Sponsor portfolio

MENTAL HEALTH ASSOCIATION OF ESSEX AND MORRIS, INC.

EIN 22-1568147-Latest filing 2025
Plans
2
Retirement
1
$10.7M assets
Welfare
1
$2.5M premiums
Participants
478
33 SOUTH FULLERTON AVE - MONTCLAIR, NJ 07042973-509-9777
Plans on this EIN
2 filings
#002401k-$10.7M - 283 part#501Fully Insured-$2.5M - 194 lives

Benefits portfolio analytics

1 plan / $2.5M premiums / 194 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.9M
  • Prescription drug$426K
  • Dental$91K
  • Long-term disability$42K
  • Life$34K
  • Other$34K
  • +1 more
Total $2.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • HORIZON HEALTHCARE SERVICES, INC.93%
  • PRINCIPAL LIFE INSURANCE COMPANY4%
  • USABLE LIFE3%
Total $2.5M3 slices

Broker market share

Schedule A broker compensation

Split broker
48%top
  • GALLAGHER BENEFIT SERVICES, INC.48%
  • SAVOY ASSOCIATES36%
  • DONALD C SAVOY INC8%
  • SCHECHNER LIFSON CORPORATION4%
  • HORIZON INSURANCE COMPANY4%
Total $92K5 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

MENTAL HEALTH ASSOCIATION OF ESSEX AND MORRIS, INC.'S 401(K) PROFIT SHARING PLAN

401k

Assets$10.7M
Participants283
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MENTAL HEALTH ASSOCIATION OF ESSEX AND MORRIS, INC. HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - HORIZON HEALTHCARE SERVICES, INC.

Premiums$2.5M
Covered lives194
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002MENTAL HEALTH ASSOCIATION OF ESSEX AND MORRIS, INC.'S 401(K) PROFIT SHARING PLAN401k$10.7M2832024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MENTAL HEALTH ASSOCIATION OF ESSEX AND MORRIS, INC. HEALTH AND WELFARE BENEFIT PLANFully InsuredHORIZON HEALTHCARE SERVICES, INC.$2.5M1942025
Retirement plans
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