2023 Form 5500 filing — Horizon Blue Cross Blue Shield Of New Jersey Employees Savings And Investment Plan
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 20241011122656NAL0010911491001) for Horizon Blue Cross Blue Shield Of New Jersey Employees Savings And Investment Plan, reported by Horizon Blue Cross Blue Shield Of New Jersey under EIN 22-0999690 and plan number 003. It reports 6,643 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$1.4BReported net assets$1,358,423,150
Participants6.6K6,643
Provider compensationNone reported5 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011122656NAL0010911491001
- Plan sponsor
- Horizon Blue Cross Blue Shield Of New Jersey
- EIN
- 22-0999690
- Plan number
- 003
- Location
- Newark, NJ
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$1.4B total assets
Net assets$1.4BLiabilities$0
Full reported line items
- Total assets (EOY)
- $1,358,423,150
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,358,423,150
- Employer contributions
- $36,203,044
- Participant contributions
- $47,686,708
- Total income / additions
- $293,506,319
- Benefits paid
- $86,016,502
- Administrative expenses
- -$663,789
- Total expenses
- $85,389,149
- Net increase / (decrease)
- $208,117,170
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $457,547 | not reported in the loaded dataset |
| Capfinancial Partners, LLC. | INVESTMENT ADVISOR | $99,500 | not reported in the loaded dataset |
| Eisneramper Llp | ACCOUNTANT/AUDITOR | $35,805 | not reported in the loaded dataset |
| Morgan Stanley Domestic Holdings | INVESTMENT ADVISOR | $22,500 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$1,279,141 | $0 |