Assets by plan
Share of aggregate retirement assets
85%top
Sponsor portfolioTH
CARE PLUS NJ, INC.
EIN 22-2181654individual & family servicesLatest filing 2024
Plans
3
Retirement
2
$25.9M assets
Welfare
1
$171K premiums
Participants
1,154
1 KALISA WAY - PARAMUS, NJ 07652201-649-4466careplusnj.orgLinkedIn501-1000 employeesindividual & family services
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $25.9M assets / 791 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $171K premiums / 367 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$171K
- Life$128K
- Long-term disability$86K
Carrier market share
Premium dollars by Schedule A carrier
85%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA85%
- STARMOUNT LIFE INSURANCE COMPANY15%
Broker market share
Schedule A broker compensation
69%top
- SUSAN E PAYNE & ASSOCIATES69%
- JAMES R NELLIGAN & ASSOCIATES LLC28%
- DAVID J MCCLELLAN4%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
403(B) THRIFT PLAN FOR EMPLOYEES OF CARE PLUS NJ, INC.
403b
Assets$22.1M
Participants332
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CARE PLUS NJ, INC. UNION PLAN
401k
Assets$3.9M
Participants459
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CARE PLUS NJ, INC. EMPLOYEE BENEFIT PLAN
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$171K
Covered lives367
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | 403(B) THRIFT PLAN FOR EMPLOYEES OF CARE PLUS NJ, INC. | 403b | $22.1M | 332 | 2024 | |
| 002 | CARE PLUS NJ, INC. UNION PLAN | 401k | $3.9M | 459 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CARE PLUS NJ, INC. EMPLOYEE BENEFIT PLAN | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $171K | 367 | 2024 |
Retirement plans
Welfare plans