Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
SOUTH JERSEY INDUSTRIES, INC.
EIN 22-1901645utilitiesLatest filing 2024
Plans
7
Retirement
4
$539.1M assets
Welfare
3
$2.4M premiums
Participants
5,441
1 SOUTH JERSEY PLAZA, RT. 54 - FOLSOM, NJ 080379109609-561-9000sjindustries.comLinkedIn1001-5000 employeesutilities
Retirement portfolio analytics
4 plans aggregated / $539.1M assets / 2,810 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
55%top
- (Not disclosed)55%
- MERRILL LYNCH PIERCE FENNER & SMITH45%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
3 plans / $2.4M premiums / 1,625 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$1.6M
- Other$1.3M
- Long-term disability$617K
- Vision$123K
- Health$46K
Carrier market share
Premium dollars by Schedule A carrier
95%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY95%
- VISION SERVICE PLAN5%
Broker market share
Schedule A broker compensation
66%top
- KISTLER TIFFANY BENEFITS66%
- ENROLLEASE36%
- WORLD INSURANCE ASSOCIATES LLC-2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SOUTH JERSEY INDUSTRIES, INC. 401(K) PLAN
ESOP
Assets$245.0M
Participants1,571
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF SOUTH JERSEY INDUSTRIES, INC.
TraditionalDB
Assets$126.9M
Participants455
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
RETIREMENT PLAN FOR EMPLOYEES OF SOUTH JERSEY INDUSTRIES, INC.
TraditionalDB
Assets$92.5M
Participants391
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
SOUTH JERSEY INDUSTRIES, INC. RETIREMENT PLAN FOR ELIZABETHTOWN AND ELKTON GAS EMPLOYEES
CashBalance
Assets$74.6M
Participants393
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#508
SOUTH JERSEY INDUSTRIES, INC. HEALTH AND WELFARE BENEFITS PLAN
Mewa - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$2.0M
Covered lives1,456
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510
SOUTH JERSEY INDUSTRIES, INC. POST-RETIREMENT PLAN FOR ELIZABETHTOWN AND ELKTON GAS EMPLOYEES
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$412K
Covered lives169
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507
SOUTH JERSEY INDUSTRIES, INC. HEALTH REIMBURSEMENT ACCOUNT FOR RETIREES
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans4
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SOUTH JERSEY INDUSTRIES, INC. 401(K) PLAN | ESOP | $245.0M | 1,571 | 2024 | |
| 004 | RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF SOUTH JERSEY INDUSTRIES, INC. | TraditionalDB | $126.9M | 455 | 2024 | |
| 001 | RETIREMENT PLAN FOR EMPLOYEES OF SOUTH JERSEY INDUSTRIES, INC. | TraditionalDB | $92.5M | 391 | 2024 | |
| 005 | SOUTH JERSEY INDUSTRIES, INC. RETIREMENT PLAN FOR ELIZABETHTOWN AND ELKTON GAS EMPLOYEES | CashBalance | $74.6M | 393 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 508 | SOUTH JERSEY INDUSTRIES, INC. HEALTH AND WELFARE BENEFITS PLAN | Mewa | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2.0M | 1,456 | 2024 | |
| 510 | SOUTH JERSEY INDUSTRIES, INC. POST-RETIREMENT PLAN FOR ELIZABETHTOWN AND ELKTON GAS EMPLOYEES | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $412K | 169 | 2024 | |
| 507 | SOUTH JERSEY INDUSTRIES, INC. HEALTH REIMBURSEMENT ACCOUNT FOR RETIREES | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans