How big is South Jersey Behavioral Health Resources, Inc.'s plan?

South Jersey Behavioral Health Resources, Inc.'s plan reported $4.3M in assets and 91 participants for 2023.

Original filing (PDF)20250409142609NAL0039461042001

South Jersey Behavioral Health Resources, Inc.

Name: South Jersey Behavioral Health Resources, Inc. — Form 5500 Plan 001 (2023)
Creator: South Jersey Behavioral Health Resources, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Employees' Retirement Plan of South Jersey Behavioral Health Resources, Inc.

Defined-contribution retirement plan · South Jersey Behavioral Health Resources, Inc.'s Employees' Retirement Plan of South Jersey Behavioral Health Resources, Inc. held $4.3M in plan assets for 91 participants in 2023.

Signals · 2

38% in single holding66% employer stock

Active participants

Accounts w/ balance

221

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

People on this filing

Susan Vanderburg signed South Jersey Behavioral Health Resources, Inc.'s 2023 Form 5500 as plan administrator.

Susan Vanderburg — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

South Jersey Behavioral Health Resources, Inc.'s EIN is 22-2560556.

EIN 22-2560556

Plan number 001

Plan year 2023

ACK ID 20250409142609NAL0039461042001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for South Jersey Behavioral Health Resources, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

South Jersey Behavioral Health Resources, Inc.'s plan includes money-purchase contributions, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOUTH JERSEY BEHAVIORAL HEALTH RESOURCES, INC..

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How this plan invests

This plan

37 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

100

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (100th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

SOUTH JERSEY BEHAVIORAL HEALTH RESOURCES, INC.

EIN

all filings

Address

2500 MCCLELLAN AVENUE SUITE 300 · PENNSAUKEN, NJ · 08109

Phone

(856) 361-1100

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-09

Pension benefit codes

2C · Money purchase (other than target benefit)

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

MAHER DUESSEL

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
VARIABLE ANNUITY LIFE INSURANCE CO.	74-1625348	—	NONE	$6K	—

Investments

37 direct securities· $3.9M(91% of reported assets)

Common Stocks

$2.5M

26 holdings

Mutual Funds

$798K

6 holdings

Common Collective Trusts

$329K

3 holdings

Other securities

$143K

1 holding

Cash / Money Market

$143K

1 holding

					% of plan
Fully Benefit -Responsive Investment Contracts * Variable Annuity Life Insurance Company Fixed Account Plus N/A	Common Stocks	—	—	$1.6M	36.0%
Vanguard Funds Wellington Income Fund N/A	Mutual Funds	—	—	$570K	13.2%
Vanguard Funds Windsor II Fund N/A	Mutual Funds	—	—	$167K	3.9%
Variable Annuity Life Insurance Company Stock Index Fund N/A	Common Collective Trusts	—	—	$161K	3.7%
terms not to exceed five years. -	Other securities	—	—	$143K	3.3%
Money Market Funds * Variable Annuity Life Insurance Company GS VIT Government Money Market Fund N/A	Cash / Money Market	—	—	$143K	3.3%
Variable Annuity Life Insurance Company Mid Cap Index Fund N/A	Common Collective Trusts	—	—	$128K	3.0%
Variable Annuity Life Insurance Company Conservative Growth Lifestyle Fund N/A	Common Stocks	—	—	$113K	2.6%
Variable Annuity Life Insurance Company Socially Responsible Fund N/A	Common Stocks	—	—	$95K	2.2%
Variable Annuity Life Insurance Company Emerging Economies Fund N/A	Common Stocks	—	—	$94K	2.2%
Variable Annuity Life Insurance Company Short-term Fixed Account N/A	Common Stocks	—	—	$93K	2.2%
Variable Annuity Life Insurance Company Mid Cap Strategic Growth Fund N/A	Common Stocks	—	—	$91K	2.1%
Variable Annuity Life Insurance Company Moderate Growth Lifestyle Fund N/A	Common Stocks	—	—	$80K	1.9%
Variable Annuity Life Insurance Company International Opportunities Fund N/A	Common Stocks	—	—	$66K	1.5%
Variable Annuity Life Insurance Company Core Bond Fund N/A	Common Stocks	—	—	$45K	1.1%
Variable Annuity Life Insurance Company Mid Cap Value Fund N/A	Common Stocks	—	—	$41K	0.9%
Variable Annuity Life Insurance Company Small Cap Index Fund N/A	Common Collective Trusts	—	—	$41K	0.9%
Variable Annuity Life Insurance Company Global Real Estate Fund N/A	Common Stocks	—	—	$32K	0.7%
Variable Annuity Life Insurance Company Large Capital Growth Fund N/A	Common Stocks	—	—	$30K	0.7%
Variable Annuity Life Insurance Company International Socially Resp. Fund N/A	Common Stocks	—	—	$28K	0.7%
Vanguard Funds Lifestrategy Moderate Fund N/A	Mutual Funds	—	—	$27K	0.6%
Variable Annuity Life Insurance Company International Value Fund N/A	Common Stocks	—	—	$25K	0.6%
Registered Investment Companies Invesco Balanced-Risk Comm. Strat. Fund R5 N/A	Mutual Funds	—	—	$25K	0.6%
Variable Annuity Life Insurance Company Capital Appreciation Fund N/A	Common Stocks	—	—	$24K	0.5%
Variable Annuity Life Insurance Company Inflation Protected Fund N/A	Common Stocks	—	—	$18K	0.4%
Variable Annuity Life Insurance Company Systematic Value Fund N/A	Common Stocks	—	—	$18K	0.4%
Variable Annuity Life Insurance Company Ariel Fund N/A	Common Stocks	—	—	$17K	0.4%
Variable Annuity Life Insurance Company High Yield Bond Fund N/A	Common Stocks	—	—	$12K	0.3%
Variable Annuity Life Insurance Company Systematic Growth Fund N/A	Common Stocks	—	—	$6K	0.1%
Vanguard Funds Long-term Treasury Fund N/A	Mutual Funds	—	—	$6K	0.1%
Variable Annuity Life Insurance Company Science and Technology Fund N/A	Common Stocks	—	—	$6K	0.1%
Variable Annuity Life Insurance Company Small Cap Value Fund N/A	Common Stocks	—	—	$5K	0.1%
Variable Annuity Life Insurance Company Growth Fund N/A	Common Stocks	—	—	$4K	<0.1%
Vanguard Funds Lifestrategy Conservative Fund N/A	Mutual Funds	—	—	$3K	<0.1%
Variable Annuity Life Insurance Company Small Cap Special Value Fund N/A	Common Stocks	—	—	$2K	<0.1%
Variable Annuity Life Insurance Company Dividend Value Fund N/A	Common Stocks	—	—	$1K	<0.1%
Variable Annuity Life Insurance Company Global Strategy Fund N/A	Common Stocks	—	—	$1K	<0.1%