Horizon Blue Cross Blue Shield Of New Jersey Employees Savings And Investment Plan — Form 5500 plan (Horizon Blue Cross Blue Shield Of New Jersey)
Plain-English plan 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, Horizon Blue Cross Blue Shield Of New Jersey Employees Savings And Investment Plan is a benefit plan reported by Horizon Blue Cross Blue Shield Of New Jersey under EIN 22-0999690 and plan number 003. The latest loaded filing year is 2023. The filing reports 6,643 participants and $1,358,423,150 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Horizon Blue Cross Blue Shield Of New Jersey
- EIN
- 22-0999690
- Plan number
- 003
- Plan type
- 2
- Location
- Newark, NJ
- Latest filing year
- 2023
- Participants
- 6,643
- End-of-year plan assets
- $1,358,423,150
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,643 | H, C | 20241011122656NAL0010911491001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,358,423,150
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,358,423,150
- Net assets (BOY)
- $1,150,305,980
Income & contributions
- Employer contributions
- $36,203,044
- Participant contributions
- $47,686,708
- Total contributions
- $87,879,101
- Total income / additions
- $293,506,319
Expenses & distributions
- Benefits paid
- $86,016,502
- Administrative expenses
- -$663,789
- Total expenses
- $85,389,149
- Net increase / (decrease)
- $208,117,170
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $457,547 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners, LLC. | INVESTMENT ADVISOR | $99,500 | not reported in the loaded dataset | 2023 |
| Eisneramper Llp | ACCOUNTANT/AUDITOR | $35,805 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Domestic Holdings | INVESTMENT ADVISOR | $22,500 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$1,279,141 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Horizon Blue Cross Blue Shield Of New Jersey
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Newark, NJ
- Strategic Advisors, Inc. — Schedule C compensation
- Capfinancial Partners, LLC. — Schedule C compensation
- Eisneramper Llp — Schedule C compensation
- Morgan Stanley Domestic Holdings — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation