2023 Form 5500 filing — New Jersey B.A.C. Health Fund
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 20241014090201NAL0026869585004) for New Jersey B.A.C. Health Fund, reported by New Jersey B.A.C. Health Fund under EIN 22-2945933 and plan number 501. It reports 763 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014090201NAL0026869585004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- New Jersey B.A.C. Health Fund
- EIN
- 22-2945933
- Plan number
- 501
- Location
- Fairfield, NJ
- Participants
- 763
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,729,461
- Total liabilities (EOY)
- $1,111,595
- Net assets (EOY)
- $32,617,866
- Employer contributions
- $11,950,351
- Participant contributions
- $252,324
- Total income / additions
- $14,240,769
- Benefits paid
- $14,374,609
- Administrative expenses
- $1,921,978
- Total expenses
- $16,296,587
- Net increase / (decrease)
- -$2,055,818
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Horizon Healthcare Services, Inc. | NONE | $450,757 | not reported in the loaded dataset |
| Kenneth Crandall | EMPLOYEE | $115,024 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies LLC | NONE | $114,654 | not reported in the loaded dataset |
| Maria Dolores Lopez | EMPLOYEE | $105,544 | not reported in the loaded dataset |
| The Segal Company | NONE | $93,814 | not reported in the loaded dataset |
| Guardian Nurses Healthcare Advocate | NONE | $86,753 | not reported in the loaded dataset |
| Janet Depasquale | EMPLOYEE | $60,965 | not reported in the loaded dataset |
| Maria Ribeiro | EMPLOYEE | $60,608 | not reported in the loaded dataset |
| Chartwell Investment Partners | NONE | $60,215 | not reported in the loaded dataset |
| Jeryl Hernandez | EMPLOYEE | $56,721 | not reported in the loaded dataset |
| Virginia & Ambinder, Llp | NONE | $55,745 | not reported in the loaded dataset |
| Michael Canning | EMPLOYEE | $55,600 | not reported in the loaded dataset |
| Maria Perrelli | EMPLOYEE | $52,392 | not reported in the loaded dataset |
| Schultheis & Panattieri Llp | NONE | $40,248 | not reported in the loaded dataset |
| Richard J. Cummings, Cpa | NONE | $34,000 | not reported in the loaded dataset |
| Susanin Widman & Brennan Pc | NONE | $31,364 | not reported in the loaded dataset |
| Investment Performance Services LLC | NONE | $13,750 | not reported in the loaded dataset |
| Comerica Bank | NONE | $5,495 | not reported in the loaded dataset |