2023 Form 5500 filing — Barnabas Health Retirement Income 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 20241015212536NAL0029698353001) for Barnabas Health Retirement Income Plan, reported by Barnabas Health, Inc. under EIN 22-2405279 and plan number 001. It reports 17,482 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015212536NAL0029698353001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Barnabas Health, Inc.
- EIN
- 22-2405279
- Plan number
- 001
- Location
- Oceanport, NJ
- Participants
- 17,482
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $797,487,087
- Total liabilities (EOY)
- $13,914,783
- Net assets (EOY)
- $783,572,304
- Employer contributions
- $10,000,000
- Total income / additions
- $80,596,781
- Benefits paid
- $66,088,479
- Administrative expenses
- $10,224,524
- Total expenses
- $76,313,003
- Net increase / (decrease)
- $4,283,778
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pacific Investment Management Comp | INVESTMENT MANAGEMENT | $1,665,463 | $0 |
| Willis Towers Watson | ACTUARIAL | $1,604,292 | $0 |
| Northern Trust Company | NONE | $500,345 | $0 |
| Winston And Strawn | NONE | $107,768 | not reported in the loaded dataset |