PlanOptica
Retirement plan

LIBERTY HEALTHCARE MANAGEMENT LLC 401(K) PLAN

BARNABAS HEALTH, INC.EIN 22-2405279Plan #004PY 2017
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95 OLD SHORT HILLS ROAD - WEST ORANGE, NJ 07052973-322-4000LinkedIn1001-5000 employeesnon-profit organization management
Other plans on this EIN
4 filings
#005Retirement-$1.40B assets#001Retirement-$1.02B assets#006Retirement-$888.0M assets#007Retirement-$8.3M assets
Prospect flagsRecently cancelled planLow returnsWind-down / frozen

Filing contacts

From the Form 5500, federal record
Plan sponsor & administrator signer
ALGRETTA HATCHER
Signed 10/11/2018 (sponsor) / 10/11/2018 (admin)
(973) 322-4000
How to read this page

Summary metrics

Total assets (EOY)
$0
No prior year
Total participants
0
No prior year
Average account balance
$0
No prior year
Annual return
-95.42%
No prior year

Benchmarks

See 106,901 peers
Peer group
Industry62 - Health Care and Social Assistance
Plan typeDefined contribution
Participants<25
Cohort106,901 peers
Snapshot2017
Participant deferral / active EE
$0
median $4,790
Employer contribution / active EE
$0
median $3,111
Participation rate
0.0%
median 100.0%
Avg account balance
$0
median $101,832
Admin fee / account holder
$0
median $665
Annual return
-95.42%
median 14.49%
Overall peer rank
1st percentileavg across 6 metrics

Analytics

Less than 3 years of history available for this plan
We'll show a chart here once at least 3 consecutive filings are on record.

Service providers

Top 3 by compensation
ProviderService typeCompensation
TRANSAMERICA RETIREMENT SOLUTIONS1+ years
Service code 12 · EIN 13-3689044
Participant loan processing; Distribu...
$4,684
MID ATLANTIC CAPITAL CORPORATION1+ years
Service code 33 · EIN 25-1409618
Securities brokerage; Securities brok...
$0
NATIONAL FINANCIAL SERVICES1+ years
Service code 33 · EIN 04-3523567
Securities brokerage commissions and ...
$0

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 codes2G2J2K2R2T3D3H
Plan features
  • 2G
    Total participant-directed account plan
    Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 2J
    Code section 401(k) feature
    Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
  • 2K
    Code section 401(m) arrangement
    Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
  • 2R
    Participant-directed brokerage accounts
    Participant-directed brokerage accounts provided as an investment option under the plan.
  • 2T
    Default investment account
    Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
  • 3D
    Pre-approved pension plan
    A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
  • 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

3 tripped
  • OpportunityLow returns

    Annual investment return is in the bottom quintile of the peer cohort.

  • InformationalWind-down / frozen

    Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.

  • InformationalRecently cancelled plan

    Plan reported a final filing / termination within the last year.

Expense breakdown

Schedule H Part II
Admin total
$5K
  • Other / not subdivided$5K100.0%
% of EOY assets
-
all-in expense ratio
Categories reported
0 / 9
subdivided buckets used

Audit opinion

Schedule H Part III
Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm
WITHUMSMITH+BROWN, PC
Auditor EIN
222027092
Audit fees
(not subdivided)
Opinion code
Disclaimer