2023 Form 5500 filing — New Jersey B.A.C. Health Fund Retiree 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 20250226141201NAL0002116578001) for New Jersey B.A.C. Health Fund Retiree Plan, reported by New Jersey B.A.C. Health Fund Retiree Plan under EIN 22-2945933 and plan number 502. It reports 340 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 1 · 2023

Filing snapshot

Net assets (EOY)-$40.7KReported net assets-$40,666
Participants340
Provider compensation$159.2K1 Schedule C row(s)$159,180
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250226141201NAL0002116578001
Plan sponsor
New Jersey B.A.C. Health Fund Retiree Plan
EIN
22-2945933
Plan number
502
Location
Fairfield, 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)$206.2K total assets
Net assets-$40.7KLiabilities$246.9K
Money in vs. money out
Total income / additions$1.7M
Total expenses$1.7M
Benefits paid / distributions$1.6M
Contributions
EmployerNot reported
Participant$1.3M
Full reported line items
Total assets (EOY)
$206,189
Total liabilities (EOY)
$246,855
Net assets (EOY)
-$40,666
Participant contributions
$1,320,998
Total income / additions
$1,717,574
Benefits paid
$1,550,545
Administrative expenses
$159,180
Total expenses
$1,709,725
Net increase / (decrease)
$7,849

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Horizon Healthcare Services, Inc.NONE$159,180not reported in the loaded dataset

Related Form 5500 pages