PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. HEATH VILLAGE
Sponsor portfolio

HEATH VILLAGE

EIN 22-1717575-Latest filing 2025
Plans
2
Retirement
1
$12.8M assets
Welfare
1
$102K premiums
Participants
791
430 SCHOOLEY'S MOUNTAIN ROAD - HACKETTSTOWN, NJ 07840908-852-4801
Plans on this EIN
2 filings
#003401k-$12.8M - 610 part#501Mixed-$102K - 185 lives

Benefits portfolio analytics

1 plan / $102K premiums / 185 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$77K
  • Long-term disability$77K
  • Other$77K
  • Vision$24K
Total $102K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
76%top
  • USABLE LIFE76%
  • VISION SERVICE PLAN24%
Total $102K2 slices

Broker market share

Schedule A broker compensation

Split broker
63%top
  • JOHNSON KENDALL AND JOHNSON63%
  • HORIZON INSURANCE COMPANY37%
Total $13K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

403(B) THRIFT PLAN FOR EMPLOYEES OF HEATH VILLAGE

401k

Assets$12.8M
Participants610
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HEATH VILLAGE WRAP WELFARE BENEFIT PLAN

Mixed - USABLE LIFE

Premiums$102K
Covered lives185
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003403(B) THRIFT PLAN FOR EMPLOYEES OF HEATH VILLAGE401k$12.8M6102024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HEATH VILLAGE WRAP WELFARE BENEFIT PLANMixedUSABLE LIFE$102K1852025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica