West Long Branch, NJ Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, West Long Branch, NJ has 7 loaded benefit plan(s) reported by 5 plan sponsor(s), with $428,172,303 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
7
Plan sponsors
5
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$428,172,303
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$428,172,303

Contributions & income

Employer contributions
$12,983,652
Participant contributions
$12,496,270
Total income / additions
$82,864,156

Expenses & distributions

Benefits paid / distributions
$46,345,171
Total expenses
$47,088,065
Net increase / (decrease)
$35,776,091

Coverage

Total reported participants
4,186
Plans with financial statements
4
Plans with provider compensation
4

Totals sum the latest loaded 2023 public Form 5500 filing per plan for West Long Branch, NJ plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Largest loaded plans in West Long Branch, NJ
PlanSponsorReported assets (EOY)Year
Monmouth University Defined Contribution Retirement PlanMonmouth University, Inc.$337,165,8622023
Allied Digestive Health 401(K) PlanAllied Digestive Health, LLC$64,704,0852023
Systems Technologies, Inc. 401k PlanSystems Technologies, Inc.$19,920,5552023
Monmouth Cares, Inc. 401(K) PlanMonmouth Cares, Inc.$6,381,8012023
Monmouth University Group Health Insurance PlanMonmouth Universitynot reported in the loaded dataset2023
Allied Digestive Health Health And Welfare PlanAllied Digestive Healthnot reported in the loaded dataset2023
Allied Health Management Services Employee Benefits PlanAllied Health Management Servicesnot reported in the loaded dataset2023

Related Form 5500 pages