New Jersey B.A.C. Health Fund — Form 5500 plan (New Jersey B.A.C. Health Fund)
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, New Jersey B.A.C. Health Fund is a benefit plan reported by New Jersey B.A.C. Health Fund under EIN 22-2945933 and plan number 501. The latest loaded filing year is 2023. The filing reports 763 participants and $33,729,461 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- New Jersey B.A.C. Health Fund
- EIN
- 22-2945933
- Plan number
- 501
- Plan type
- 1
- Location
- Fairfield, NJ
- Latest filing year
- 2023
- Participants
- 763
- End-of-year plan assets
- $33,729,461
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 763 | H, C | 20241014090201NAL0026869585004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,729,461
- Total liabilities (EOY)
- $1,111,595
- Net assets (EOY)
- $32,617,866
- Net assets (BOY)
- $34,673,684
Income & contributions
- Employer contributions
- $11,950,351
- Participant contributions
- $252,324
- Total contributions
- $12,202,675
- Total income / additions
- $14,240,769
Expenses & distributions
- Benefits paid
- $14,374,609
- Administrative expenses
- $1,921,978
- Total expenses
- $16,296,587
- Net increase / (decrease)
- -$2,055,818
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Horizon Healthcare Services, Inc. | NONE | $450,757 | not reported in the loaded dataset | 2023 |
| Kenneth Crandall | EMPLOYEE | $115,024 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies LLC | NONE | $114,654 | not reported in the loaded dataset | 2023 |
| Maria Dolores Lopez | EMPLOYEE | $105,544 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $93,814 | not reported in the loaded dataset | 2023 |
| Guardian Nurses Healthcare Advocate | NONE | $86,753 | not reported in the loaded dataset | 2023 |
| Janet Depasquale | EMPLOYEE | $60,965 | not reported in the loaded dataset | 2023 |
| Maria Ribeiro | EMPLOYEE | $60,608 | not reported in the loaded dataset | 2023 |
| Chartwell Investment Partners | NONE | $60,215 | not reported in the loaded dataset | 2023 |
| Jeryl Hernandez | EMPLOYEE | $56,721 | not reported in the loaded dataset | 2023 |
| Virginia & Ambinder, Llp | NONE | $55,745 | not reported in the loaded dataset | 2023 |
| Michael Canning | EMPLOYEE | $55,600 | not reported in the loaded dataset | 2023 |
| Maria Perrelli | EMPLOYEE | $52,392 | not reported in the loaded dataset | 2023 |
| Schultheis & Panattieri Llp | NONE | $40,248 | not reported in the loaded dataset | 2023 |
| Richard J. Cummings, Cpa | NONE | $34,000 | not reported in the loaded dataset | 2023 |
| Susanin Widman & Brennan Pc | NONE | $31,364 | not reported in the loaded dataset | 2023 |
| Investment Performance Services LLC | NONE | $13,750 | not reported in the loaded dataset | 2023 |
| Comerica Bank | NONE | $5,495 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for New Jersey B.A.C. Health Fund
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Fairfield, NJ
- Horizon Healthcare Services, Inc. — Schedule C compensation
- Kenneth Crandall — Schedule C compensation
- Bridgeway Benefit Technologies LLC — Schedule C compensation
- Maria Dolores Lopez — Schedule C compensation
- The Segal Company — Schedule C compensation
- Guardian Nurses Healthcare Advocate — Schedule C compensation
- Janet Depasquale — Schedule C compensation
- Maria Ribeiro — Schedule C compensation
- Chartwell Investment Partners — Schedule C compensation
- Jeryl Hernandez — Schedule C compensation
- Virginia & Ambinder, Llp — Schedule C compensation
- Michael Canning — Schedule C compensation
- Maria Perrelli — Schedule C compensation
- Schultheis & Panattieri Llp — Schedule C compensation
- Richard J. Cummings, Cpa — Schedule C compensation
- Susanin Widman & Brennan Pc — Schedule C compensation
- Investment Performance Services LLC — Schedule C compensation
- Comerica Bank — Schedule C compensation