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  2. ATLANTIC HEALTH SYSTEM
Sponsor portfolio

ATLANTIC HEALTH SYSTEM

EIN 22-3380375-Health Care and Social Assistance-Latest filing 2024
Plans
3
Retirement
1
$964.8M assets
Welfare
2
$21.4M premiums
Participants
25,781
475 SOUTH STREET - MORRISTOWN, NJ 07960973-660-3100
Plans on this EIN
3 filings
#001CashBalance-$964.8M - 9,361 part#511Mixed-$21.3M - 31,745 lives#510Mixed-$84K - 1,638 lives

Benefits portfolio analytics

2 plans / $21.4M premiums / 33,383 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$14.1M
  • Other$5.8M
  • Life$4.5M
  • Vision$1.4M
Total $21.4M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
66%top
  • DELTA DENTAL OF CALIFORNIA66%
  • METROPOLITAN LIFE INSURANCE COMPANY27%
  • VISION SERVICE PLAN7%
Total $21.4M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • CUSTOM BENEFIT PROGRAMS INC100%
Total $35K1 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

EMPLOYEES' CASH BALANCE PLAN OF ATLANTIC HEALTH SYSTEM, INC.

CashBalance

Assets$964.8M
Participants9,361
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#511

ATLANTIC HEALTH SYSTEM, INC. WELFARE BENEFIT PLAN

Mixed - DELTA DENTAL OF NEW JERSEY, INC.

Premiums$21.3M
Covered lives31,745
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510

MEMORIAL HEALTH FOUNDATION, INC. RETIRED EMPLOYEE BENEFIT PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$84K
Covered lives1,638
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EMPLOYEES' CASH BALANCE PLAN OF ATLANTIC HEALTH SYSTEM, INC.CashBalance$964.8M9,3612024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
511ATLANTIC HEALTH SYSTEM, INC. WELFARE BENEFIT PLANMixedDELTA DENTAL OF NEW JERSEY, INC.$21.3M31,7452024
510MEMORIAL HEALTH FOUNDATION, INC. RETIRED EMPLOYEE BENEFIT PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$84K1,6382024
Retirement plans
Welfare plans
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