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Sponsor portfolioTH

CAPITAL HEALTH SYSTEM

EIN 22-3548695-medical practice-Latest filing 2025
Plans
3
Retirement
2
$452.0M assets
Welfare
1
$7.1M premiums
Participants
16,828
750 BRUNSWICK AVENUE - TRENTON, NJ 08638609-394-6000LinkedIn1-10 employeesmedical practice
Plans on this EIN
3 filings
#002403b-$450.0M - 8,230 part#001CashBalance-$2.0M - 54 part#510Mixed-$7.1M - 8,360 lives

Retirement portfolio analytics

2 plans aggregated / $452.0M assets / 8,284 participants

Assets by plan

Share of aggregate retirement assets

100%top
  • & INVESTMENT PLAN (#002)100%
  • CAPITAL HEALTH PENSION (#001)0%
Total $452.0MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • GREAT-WEST LIFE & ANNUITY INSURANCE100%
  • (Not disclosed)0%
Total $452.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • & INVESTMENT PLAN (#002)8,230
  • CAPITAL HEALTH PENSION (#001)54
Total 8,284Click row to drill in

Benefits portfolio analytics

1 plan / $7.1M premiums / 8,360 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$2.9M
  • Life$1.7M
  • Long-term disability$682K
  • Vision$598K
  • Other$442K
  • Short-term disability$133K
Total $7.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
41%top
  • DELTA DENTAL OF CALIFORNIA41%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY37%
  • AETNA LIFE INSURANCE COMPANY10%
  • EYEMED VISION CARE8%
  • METROPOLITAN LIFE INSURANCE COMPANY2%
  • +1 more
Total $7.1M6 slices

Broker market share

Schedule A broker compensation

Split broker
56%top
  • GALLAGHER BENEFIT SERVICES, INC.56%
  • AON CONSULTING INC29%
  • CUSTOM BENEFIT PROGRAMS INC15%
Total $542K3 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

CAPITAL HEALTH RETIREMENT SAVINGS & INVESTMENT PLAN

403b

Assets$450.0M
Participants8,230
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

CAPITAL HEALTH PENSION PLAN

CashBalance

Assets$2.0M
Participants54
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

CAPITAL HEALTH SYSTEM EMPLOYEE WELFARE BENEFIT PLAN

Mixed - DELTA DENTAL OF NEW JERSEY, INC.

Premiums$7.1M
Covered lives8,360
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002CAPITAL HEALTH RETIREMENT SAVINGS & INVESTMENT PLAN403b$450.0M8,2302024
001CAPITAL HEALTH PENSION PLANCashBalance$2.0M542024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510CAPITAL HEALTH SYSTEM EMPLOYEE WELFARE BENEFIT PLANMixedDELTA DENTAL OF NEW JERSEY, INC.$7.1M8,3602025
Retirement plans
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