Barnabas Health Retirement Income Plan — Form 5500 plan (Barnabas Health, 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, Barnabas Health Retirement Income Plan is a benefit plan reported by Barnabas Health, Inc. under EIN 22-2405279 and plan number 001. The latest loaded filing year is 2023. The filing reports 17,482 participants and $797,487,087 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Barnabas Health, Inc.
- EIN
- 22-2405279
- Plan number
- 001
- Plan type
- 2
- Location
- Oceanport, NJ
- Latest filing year
- 2023
- Participants
- 17,482
- End-of-year plan assets
- $797,487,087
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 17,482 | H, C | 20241015212536NAL0029698353001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $797,487,087
- Total liabilities (EOY)
- $13,914,783
- Net assets (EOY)
- $783,572,304
- Net assets (BOY)
- $779,288,526
Income & contributions
- Employer contributions
- $10,000,000
- Total contributions
- $10,000,000
- Total income / additions
- $80,596,781
Expenses & distributions
- Benefits paid
- $66,088,479
- Administrative expenses
- $10,224,524
- Total expenses
- $76,313,003
- Net increase / (decrease)
- $4,283,778
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pacific Investment Management Comp | INVESTMENT MANAGEMENT | $1,665,463 | $0 | 2023 |
| Willis Towers Watson | ACTUARIAL | $1,604,292 | $0 | 2023 |
| Northern Trust Company | NONE | $500,345 | $0 | 2023 |
| Winston And Strawn | NONE | $107,768 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Barnabas Health, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Oceanport, NJ
- Pacific Investment Management Comp — Schedule C compensation
- Willis Towers Watson — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Winston And Strawn — Schedule C compensation