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Sponsor portfolio

PREFERRED BEHAVIORAL HEALTH OF NJ INC

EIN 22-2196988-mental health care-Latest filing 2025
Plans
3
Retirement
2
$16.4M assets
Welfare
1
$213K premiums
Participants
907
P.O. BOX 2036 - LAKEWOOD, NJ 08701732-458-1700LinkedIn51-200 employeesmental health care
Plans on this EIN
3 filings
#002403b-$16.0M - 461 part#001OtherDC-$384K - 13 part#501Fully Insured-$213K - 335 lives

Retirement portfolio analytics

2 plans aggregated / $16.4M assets / 474 participants

Assets by plan

Share of aggregate retirement assets

98%top
  • OF NJ 403(B) (#002)98%
  • INC. ERISA 403(B) (#001)2%
Total $16.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • OF NJ 403(B) (#002)461
  • INC. ERISA 403(B) (#001)13
Total 474Click row to drill in

Benefits portfolio analytics

1 plan / $213K premiums / 335 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$177K
  • Health$32K
  • Short-term disability$32K
  • Vision$25K
  • Life$11K
  • Long-term disability$11K
  • +1 more
Total $213K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
68%top
  • DELTA DENTAL OF CALIFORNIA68%
  • AFLAC15%
  • VISION SERVICE PLAN12%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA5%
  • IMAGINE360 ADMINISTRATORS, LLC0%
Total $213K5 slices

Broker market share

Schedule A broker compensation

Split broker
77%top
  • ALLIANT INSURANCE SERVICES, INC.77%
  • ROSE & KIERNAN INC16%
  • DESARNO BENEFITS LLC3%
  • MITCHELL N HNATT2%
  • JOHN T CAPOZZI1%
  • +3 more
Total $21K8 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

PREFERRED BEHAVIORAL HEALTH OF NJ 403(B) PLAN

403b

Assets$16.0M
Participants461
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

PREFERRED BEHAVIORAL HEALTH OF NJ, INC. ERISA 403(B) PLAN

OtherDC

Assets$384K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PREFERRED BEHAVIORAL HEALTH OF NEW JERSEY, INC.

Fully Insured - DELTA DENTAL OF NEW JERSEY, INC.

Premiums$213K
Covered lives335
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002PREFERRED BEHAVIORAL HEALTH OF NJ 403(B) PLAN403b$16.0M4612024
001PREFERRED BEHAVIORAL HEALTH OF NJ, INC. ERISA 403(B) PLANOtherDC$384K132025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PREFERRED BEHAVIORAL HEALTH OF NEW JERSEY, INC.Fully InsuredDELTA DENTAL OF NEW JERSEY, INC.$213K3352025
Retirement plans
Welfare plans
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