New Jersey B.A.C. Health Fund Retiree Plan — Form 5500 plan (New Jersey B.A.C. Health Fund Retiree Plan)

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, New Jersey B.A.C. Health Fund Retiree Plan is a benefit plan reported by New Jersey B.A.C. Health Fund Retiree Plan under EIN 22-2945933 and plan number 502. The latest loaded filing year is 2023. The filing reports 340 participants and $206,189 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
New Jersey B.A.C. Health Fund Retiree Plan
EIN
22-2945933
Plan number
502
Plan type
1
Location
Fairfield, NJ
Latest filing year
2023
Participants
340
End-of-year plan assets
$206,189

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023340H, C20250226141201NAL0002116578001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$206,189
Total liabilities (EOY)
$246,855
Net assets (EOY)
-$40,666
Net assets (BOY)
-$48,515

Income & contributions

Participant contributions
$1,320,998
Total contributions
$1,320,998
Total income / additions
$1,717,574

Expenses & distributions

Benefits paid
$1,550,545
Administrative expenses
$159,180
Total expenses
$1,709,725
Net increase / (decrease)
$7,849

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Horizon Healthcare Services, Inc.NONE$159,180not reported in the loaded dataset2023

Related Form 5500 pages