Retirement plan
MONMOUTH MEDICAL CENTER FROZEN ERISA 403(B) PLAN
BARNABAS HEALTH, INC.EIN 22-2405279Plan #007PY 2015
95 OLD SHORT HILLS ROAD - WEST ORANGE, NJ 07052973-322-4400LinkedIn1001-5000 employeesnon-profit organization management
Other plans on this EIN
4 filingsProspect flagsFailed to provide benefitWind-down / frozen
Filing contacts
From the Form 5500, federal recordPlan administrator signer
ALGRETTA HATCHER
Signed 10/14/2016
Summary metrics
Total assets (EOY)
$8.5M
+1.9% from 2016
Total participants
612
+4.8% from 2016
Average account balance
$13,880
No prior year
Annual return
2.39%
-1.52 pp from 2016
Benchmarks
Peer group
Industry62 - Health Care and Social Assistance
Plan typeDefined contribution
Participants250-999
Cohort3,168 peers
Snapshot2015
0
Participant deferral / active EE
$0
median $1,419
0
Employer contribution / active EE
$0
median $735
91
Participation rate
100.0%
median 68.3%
24
Avg account balance
$13,880
median $24,235
92
Admin fee / account holder
$1
median $41
84
Annual return
2.39%
median 0.00%
Overall peer rank
73of 100
73rd percentileavg across 6 metrics
Analytics
2015 - 2020
Total assets (EOY)
Plan-year ending balance
$0
Average account balance
Total assets / participants with a balance (line 6g)
$15K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
493
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
+7.82%
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
- Mutual / pooled
- Stocks
- Bonds
- Cash
- Real estate
- Loans
Service providers
Top 1 by compensation
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 300 DAVIDSON AVENUE · SOMERSET, NJ 08873 | Recordkeeping Fees | $475 |
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.
Plan features & details
Pension benefit codes2L3H
Plan features
- 2LCode section 403(b)(1) arrangementPlan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
- 3HControlled group memberPlan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).
Opportunity flags
2 tripped
- ComplianceFailed to provide benefit
Form 5500 reported that benefits due were not provided when due.
- 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.
Expense breakdown
Schedule H Part II
Admin total
$475
$1 / participant
- Other / not subdivided$475100.0%
% of EOY assets
0.006%
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
- BAKER TILLY
- Auditor EIN
- 390859910
- Audit fees
- (not subdivided)
- Opinion code
- Disclaimer