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Form 5500 · Employee benefit plan · MORRISTOWN, NJ

PLANNED PARENTHOOD OF NORTHERN, CENTRAL AND SOUTHERN NEW JERSEY

The filing calls this plan PLANNED PARENTHOOD OF NORTHERN, CENTRAL AND SOUTHERN NEW JERSEY MEDICAL PLAN.

PLANNED PARENTHOOD OF NORTHERN, CENTRAL AND SOUTHERN NEW JERSEY of MORRISTOWN, NJ is a 127-participant health care and social assistance employer whose group benefits are disclosed in its annual Form 5500 filing. Coverage is written through OPTUMHEALTH. The plan's most recent policy period ended in December.

Benefits broker of record
Not disclosed
Insurance carrier
Policy year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 22-1643997 · plan 502 · plan year 2024, filed Feb 23, 2026

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How this plan is funded

Self-funded as reported

The filing reports benefits paid from the plan's own money, and no medical insurance contract on Schedule A.

A stop-loss policy appears on a Form 5500 only when the plan itself is the beneficiary, or the premiums are paid from plan money. Many employers buy stop-loss and never report it here. So a plan with no stop-loss on its filing may still have it.

All participants at the start of the year
127
Active at start of year
120
Active at end of year
134
Disclosed commissions
$0
Typical renewal
January 1

Benefits declared on this filing

Healthdeclared, no contract here says it covers this
Dentaldeclared under plan 501
Visiondeclared under plan 501
Lifedeclared under plan 501
Disabilitynot declared on this filing

One contract on this filing does not say which benefits it covers, so a line above may be insured by it.

Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.

Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.

Plan brief

The filing declares health. Health appears with no insured contract on Schedule A. That coverage may be self-funded, placed with a carrier that is not on this filing, or written on the contract here that does not say what it covers.

Reported premium is $737,572; the filing discloses no broker commission on these contracts.

The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.

No broker of record is named on the Schedule A. The contracts may be written directly with the carrier, or the broker fields were left blank on the filing.

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
OPTUMHEALTH—134Jan 1, 2025$737,572$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
PLANNED PARENTHOOD OF NORTHERN, CENTRAL AND SOUTHERN NEW JERSEY
EIN 22-1643997
CORPORATE SYNERGIES GROUP, LLC
BROKER · EIN 20-1622581
$77,198
paid directly by the plan
MERITAIN HEALTH, AN AETNA COMPANY
Claims processing · EIN 16-1264154
$71,522
paid directly by the plan
CONNECTCARE3, LLC
PATIENT ADVOCATE · EIN 26-1768616
$8,032
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

Money the plan held and paid out

Plan assets at year end
$133,903
Paid out in benefits
$2,060,650
Paid to insurance carriersSchedule H, line 2e(2)
$737,572
Independent accountantEIN 41-0746749
CLIFTONLARSONALLEN LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

These are the plan's own figures from Schedule H, the financial statement it files. They are not the premium on Schedule A.

Other plans filed by this employer

How this plan compares

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