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Sponsor portfolioTH

OCCUPATIONAL TRAINING CENTER OF BURLINGTON COUNTY

EIN 22-1735360-Latest filing 2025
Plans
3
Retirement
2
$13.8M assets
Welfare
1
$3.5M premiums
Participants
2,021
2 MANHATTAN DRIVE - BURLINGTON TWP, NJ 08016609-267-6677
Plans on this EIN
3 filings
#001ProfitSharing-$7.3M - 1,026 part#002403b-$6.5M - 753 part#501Fully Insured-$3.5M - 316 lives

Retirement portfolio analytics

2 plans aggregated / $13.8M assets / 1,779 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • BURLINGTON COUNTY, INC. (#001)53%
  • COUNTY, INC. 403(B) (#002)47%
Total $13.8MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
53%top
  • EPIC RETIREMENT PLAN SERVICES53%
  • (Not disclosed)47%
Total $13.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • BURLINGTON COUNTY, INC. (#001)1,026
  • COUNTY, INC. 403(B) (#002)753
Total 1,779Click row to drill in

Benefits portfolio analytics

1 plan / $3.5M premiums / 316 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$3.4M
  • Health$3.4M
  • Prescription drug$3.4M
  • Life$87K
  • Dental$39K
  • Long-term disability$10K
  • +1 more
Total $3.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • HORIZON HEALTHCARE SERVICES, INC.96%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY3%
  • MAIN LINE HEALTH0%
  • VISION SERVICE PLAN0%
Total $3.5M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • CONNER STRONG & BUCKELEW100%
Total $79K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

THE 401(A) PROFIT SHARING PLAN OF OCCUPATIONAL TRAINING CENTER OF BURLINGTON COUNTY, INC.

ProfitSharing

Assets$7.3M
Participants1,026
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

OCCUPATIONAL TRAINING CENTER OF BURLINGTON COUNTY, INC. 403(B) PLAN

403b

Assets$6.5M
Participants753
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

OTC OF BURLINGTON COUNTY HEALTH & WELFARE PLAN

Fully Insured - HORIZON HEALTHCARE SERVICES, INC.

Premiums$3.5M
Covered lives316
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001THE 401(A) PROFIT SHARING PLAN OF OCCUPATIONAL TRAINING CENTER OF BURLINGTON COUNTY, INC.ProfitSharing$7.3M1,0262024
002OCCUPATIONAL TRAINING CENTER OF BURLINGTON COUNTY, INC. 403(B) PLAN403b$6.5M7532024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501OTC OF BURLINGTON COUNTY HEALTH & WELFARE PLANFully InsuredHORIZON HEALTHCARE SERVICES, INC.$3.5M3162025
Retirement plans
Welfare plans
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