2023 Form 5500 filing — Rwjbarnabas Health 401(K) Savings 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 20241015184438NAL0015272355001) for Rwjbarnabas Health 401(K) Savings Plan, reported by Barnabas Health Inc. under EIN 22-2405279 and plan number 005. It reports 36,324 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015184438NAL0015272355001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Barnabas Health Inc.
- EIN
- 22-2405279
- Plan number
- 005
- Location
- West Orange, NJ
- Participants
- 36,324
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,581,699,335
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,581,699,335
- Employer contributions
- $71,499,858
- Participant contributions
- $155,218,485
- Total income / additions
- $591,724,422
- Benefits paid
- $205,111,359
- Administrative expenses
- $1,482,496
- Total expenses
- $207,041,616
- Net increase / (decrease)
- $384,682,806
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $918,868 | $0 |
| Nepc, LLC | INVESTMENT ADVISOR | $153,166 | not reported in the loaded dataset |
| Winston & Strawn Llp | ATTORNEY/LEGAL | $116,779 | not reported in the loaded dataset |