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Sponsor portfolio

CARE PLUS BERGEN, INC.

EIN 82-2081292-individual & family services-Latest filing 2024
Plans
4
Retirement
2
$114.3M assets
Welfare
2
$2.1M premiums
Participants
4,281
230 EAST RIDGEWOOD AVENUE - PARAMUS, NJ 07652201-967-4159careplusnj.orgLinkedIn501-1000 employeesindividual & family services
Plans on this EIN
4 filings
#002401k-$78.0M - 2,168 part#001401k-$36.4M - 788 part#501Mixed-$1.2M - 2,159 lives#502Mixed-$925K - 2,159 lives

Retirement portfolio analytics

2 plans aggregated / $114.3M assets / 2,956 participants

Assets by plan

Share of aggregate retirement assets

68%top
  • FOR UNION EMPLOYEES (#002)68%
  • FOR NON-UNION EMPLOYEES (#001)32%
Total $114.3MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • TIAA100%
Total $114.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FOR UNION EMPLOYEES (#002)2,168
  • FOR NON-UNION EMPLOYEES (#001)788
Total 2,956Click row to drill in

Benefits portfolio analytics

2 plans / $2.1M premiums / 4,318 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$1.5M
  • Other$357K
  • Life$230K
  • Long-term disability$230K
  • Vision$200K
Total $2.1M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
64%top
  • DELTA DENTAL OF CALIFORNIA64%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY11%
  • UNITEDHEALTHCARE INSURANCE COMPANY10%
  • ALPHA DENTAL PROGRAMS, INC.9%
  • CARE EAP6%
Total $2.1M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $71K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

401(K) PLAN OF CARE PLUS BERGEN FOR UNION EMPLOYEES

401k

Assets$78.0M
Participants2,168
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

401(K) PLAN OF CARE PLUS BERGEN FOR NON-UNION EMPLOYEES

401k

Assets$36.4M
Participants788
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CARE PLUS BERGEN, INC. NON-UNION HEALTH AND WELFARE BENEFIT PLAN

Mixed - DELTA DENTAL OF NEW JERSEY, INC.

Premiums$1.2M
Covered lives2,159
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

CARE PLUS BERGEN, INC. UNION HEALTH AND WELFARE BENEFIT PLAN

Mixed - DELTA DENTAL OF NEW JERSEY, INC.

Premiums$925K
Covered lives2,159
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002401(K) PLAN OF CARE PLUS BERGEN FOR UNION EMPLOYEES401k$78.0M2,1682024
001401(K) PLAN OF CARE PLUS BERGEN FOR NON-UNION EMPLOYEES401k$36.4M7882024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CARE PLUS BERGEN, INC. NON-UNION HEALTH AND WELFARE BENEFIT PLANMixedDELTA DENTAL OF NEW JERSEY, INC.$1.2M2,1592024
502CARE PLUS BERGEN, INC. UNION HEALTH AND WELFARE BENEFIT PLANMixedDELTA DENTAL OF NEW JERSEY, INC.$925K2,1592024
Retirement plans
Welfare plans
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