Filings through .
3 of 17 flags tripped on the 2025 filing.
High cash
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
High retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Wind-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.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$154K in admin expenses, $441 per participant (all participants, line 6f).
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 3 by compensation.
| Provider | Compensation |
|---|---|
HEALTH SERVICES & BENEFIT ADMINISTR11+ years Service code 12 · EIN 94-3089465 Claims processing; Direct payment fro... | $99,602 |
WITHUMSMITH+BROWN, PC4 years Filed as: WITHUMSMITH+BROWN PC Service code 10 · EIN 22-2027092 Accounting | $21,880 |
MILLIMAN, INC.10+ years Service code 11 · EIN 91-0675641 Actuarial | $13,840 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
2 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025