Rwjbarnabas Health 401(K) Savings 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, Rwjbarnabas Health 401(K) Savings Plan is a benefit plan reported by Barnabas Health Inc. under EIN 22-2405279 and plan number 005. The latest loaded filing year is 2023. The filing reports 36,324 participants and $2,581,699,335 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
005
Plan type
2
Location
West Orange, NJ
Latest filing year
2023
Participants
36,324
End-of-year plan assets
$2,581,699,335

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202336,324H, C20241015184438NAL0015272355001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,581,699,335
Total liabilities (EOY)
$0
Net assets (EOY)
$2,581,699,335
Net assets (BOY)
$2,197,016,529

Income & contributions

Employer contributions
$71,499,858
Participant contributions
$155,218,485
Total contributions
$246,635,581
Total income / additions
$591,724,422

Expenses & distributions

Benefits paid
$205,111,359
Administrative expenses
$1,482,496
Total expenses
$207,041,616
Net increase / (decrease)
$384,682,806

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$918,868$02023
Nepc, LLCINVESTMENT ADVISOR$153,166not reported in the loaded dataset2023
Winston & Strawn LlpATTORNEY/LEGAL$116,779not reported in the loaded dataset2023

Related Form 5500 pages