2023 Form 5500 filing — Horizon Blue Cross Blue Shield Of Nj Employees Retirement Plan Ii
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241009154716NAL0033290272001) for Horizon Blue Cross Blue Shield Of Nj Employees Retirement Plan Ii, reported by Horizon Healthcare Services, Inc. under EIN 22-0999690 and plan number 005. It reports 2,320 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009154716NAL0033290272001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Horizon Healthcare Services, Inc.
- EIN
- 22-0999690
- Plan number
- 005
- Location
- Newark, NJ
- Participants
- 2,320
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $223,761,765
- Total liabilities (EOY)
- $84,348
- Net assets (EOY)
- $223,677,417
- Total income / additions
- $15,077,805
- Benefits paid
- $14,743,319
- Administrative expenses
- $1,473,293
- Total expenses
- $16,216,612
- Net increase / (decrease)
- -$1,138,807
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Legal & General Investment | NONE | $410,585 | not reported in the loaded dataset |
| Willis Towers Watson | NONE | $369,540 | not reported in the loaded dataset |
| Wellington Group Holdings Llp | NONE | $181,530 | not reported in the loaded dataset |
| The Bank Of New York Mellon | NONE | $145,446 | not reported in the loaded dataset |
| Wilshire Associates Inc. | NONE | $128,100 | not reported in the loaded dataset |