Horizon Blue Cross Blue Shield Of Nj Employees Retirement Plan Ii — Form 5500 plan (Horizon Healthcare Services, Inc.)
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 Nj Employees Retirement Plan Ii is a benefit plan reported by Horizon Healthcare Services, Inc. under EIN 22-0999690 and plan number 005. The latest loaded filing year is 2023. The filing reports 2,320 participants and $223,761,765 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Horizon Healthcare Services, Inc.
- EIN
- 22-0999690
- Plan number
- 005
- Plan type
- 2
- Location
- Newark, NJ
- Latest filing year
- 2023
- Participants
- 2,320
- End-of-year plan assets
- $223,761,765
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,320 | H, C | 20241009154716NAL0033290272001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $223,761,765
- Total liabilities (EOY)
- $84,348
- Net assets (EOY)
- $223,677,417
- Net assets (BOY)
- $224,816,224
Income & contributions
- Total contributions
- $0
- Total income / additions
- $15,077,805
Expenses & distributions
- Benefits paid
- $14,743,319
- Administrative expenses
- $1,473,293
- Total expenses
- $16,216,612
- Net increase / (decrease)
- -$1,138,807
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Legal & General Investment | NONE | $410,585 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson | NONE | $369,540 | not reported in the loaded dataset | 2023 |
| Wellington Group Holdings Llp | NONE | $181,530 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | NONE | $145,446 | not reported in the loaded dataset | 2023 |
| Wilshire Associates Inc. | NONE | $128,100 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Horizon Healthcare Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Newark, NJ
- Legal & General Investment — Schedule C compensation
- Willis Towers Watson — Schedule C compensation
- Wellington Group Holdings Llp — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Wilshire Associates Inc. — Schedule C compensation