Retirement plan
MONMOUTH MEDICAL CENTER FROZEN ERISA 403(B) PLAN
BARNABAS HEALTH, INC.EIN 22-2405279Plan #007PY 2020
95 OLD SHORT HILLS RD - WEST ORANGE, NJ 070521008732-729-7681LinkedIn1001-5000 employeesnon-profit organization management
Other plans on this EIN
4 filingsProspect flagsRecently cancelled planWind-down / frozen
Filing contacts
From the Form 5500, federal recordPlan administrator signer
ALGRETTA HATCHER
Signed 10/13/2021
Summary metrics
Total assets (EOY)
$0
+1.9% from 2016
Total participants
0
+4.8% from 2016
Average account balance
$0
No prior year
Annual return
7.82%
-1.52 pp from 2016
Benchmarks
Peer group
Industry62 - Health Care and Social Assistance
Plan typeDefined contribution
Participants<25
Cohort102,085 peers
Snapshot2020
0
Participant deferral / active EE
$0
median $4,970
0
Employer contribution / active EE
$0
median $2,731
0
Participation rate
0.0%
median 100.0%
0
Avg account balance
$0
median $102,246
0
Admin fee / account holder
$0
median $749
24
Annual return
7.82%
median 13.36%
Overall peer rank
24of 100
24th 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 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $537 |
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 codes2F2G2L3H
Plan features
- 2FERISA section 404(c) planThis plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
- 2GTotal participant-directed account planParticipants 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.
- 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
- 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
$537
- Contract admin$537100.0%
% of EOY assets
-
all-in expense ratio
Categories reported
1 / 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