Rwjbarnabas Health 403(B) 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 403(B) Savings Plan is a benefit plan reported by Barnabas Health, Inc. under EIN 22-2405279 and plan number 006. The latest loaded filing year is 2023. The filing reports 35,408 participants and $1,327,267,148 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
006
Plan type
2
Location
West Orange, NJ
Latest filing year
2023
Participants
35,408
End-of-year plan assets
$1,327,267,148

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202335,408H, C20241015172625NAL0016964851001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,327,267,148
Total liabilities (EOY)
$0
Net assets (EOY)
$1,327,267,148
Net assets (BOY)
$1,156,327,651

Income & contributions

Employer contributions
$17,638,574
Participant contributions
$65,530,926
Total contributions
$87,176,842
Total income / additions
$270,011,035

Expenses & distributions

Benefits paid
$97,026,780
Administrative expenses
$831,990
Total expenses
$99,071,538
Net increase / (decrease)
$170,939,497

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$751,502$02023
Winston & Strawn LlpATTORNEY/LEGAL$80,488not reported in the loaded dataset2023

Related Form 5500 pages