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Retirement plan

SAINT BARNABAS HEALTH CARE SYSTEM FROZEN ERISA 403(B) PLAN

BARNABAS HEALTH, INC.EIN 22-2405279Plan #002PY 2021
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2 CRESCENT PLACE - OCEANPORT, NJ 07757973-322-4400LinkedIn1001-5000 employeesnon-profit organization management
Other plans on this EIN
3 filings
#005Retirement-$2.35B assets#006Retirement-$1.35B assets#001Retirement-$1.05B assets
Prospect flagsLow assets / participant

Filing contacts

From the Form 5500, federal record
Plan sponsor & administrator signer
ALGRETTA HATCHER
Signed 10/10/2022 (sponsor) / 10/10/2022 (admin)
(973) 322-4400
How to read this page

Summary metrics

Total assets (EOY)
$105K
No prior year
Total participants
4
No prior year
Average account balance
$26,345
No prior year
Annual return
13.89%
0.00 pp from 2016

Benchmarks

See 103,166 peers
Peer group
Industry62 - Health Care and Social Assistance
Plan typeDefined contribution
Participants<25
Cohort103,166 peers
Snapshot2021
Participant deferral / active EE
$0
median $5,339
Employer contribution / active EE
$0
median $2,842
Participation rate
100.0%
median 100.0%
Avg account balance
$26,345
median $102,243
Admin fee / account holder
$20
median $764
Annual return
13.89%
median 13.54%
Overall peer rank
43rd percentileavg across 6 metrics

Analytics

2015 - 2024
Total assets (EOY)
Plan-year ending balance
$126K
Average account balance
Total assets / participants with a balance (line 6g)
$31K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
4
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
100.0%
Contributions (total)
Employer and participant dollars contributed each year
Not enough data
0 years with contributions on file
Contributions per participant
Average employer and participant contribution per enrolled participant
Not enough data
0 years with per-participant contribution data
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+16.03%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$0
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
Not enough data
0 years with F_SCH_H allocation on file

Service providers

Providers data not reported
Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Top hat statement on fileNQDC

Filed September 15, 2006

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

Open the filing PDF

Plan features & details

Pension benefit codes2L3H
Plan features
  • 2L
    Code section 403(b)(1) arrangement
    Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
  • 3H
    Controlled group member
    Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped
  • OpportunityLow assets / participant

    Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II
Admin total
$80
$20 / participant
  • Other / not subdivided$80100.0%
% of EOY assets
0.076%
all-in expense ratio
Categories reported
0 / 9
subdivided buckets used

Audit opinion

Schedule H Part III
No opinion code on file for this filing.
Auditor firm
(not reported)
Auditor EIN
-
Audit fees
(not subdivided)
Opinion code
-