Employees' Cash Balance Plan Of Atlantic Health System, Inc. — Form 5500 plan (Atlantic Health System)
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, Employees' Cash Balance Plan Of Atlantic Health System, Inc. is a benefit plan reported by Atlantic Health System under EIN 22-3380375 and plan number 001. The latest loaded filing year is 2023. The filing reports 10,032 participants and $969,327,358 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Atlantic Health System
- EIN
- 22-3380375
- Plan number
- 001
- Plan type
- 2
- Location
- Morristown, NJ
- Latest filing year
- 2023
- Participants
- 10,032
- End-of-year plan assets
- $969,327,358
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 10,032 | H, C | 20241015003424NAL0028521377001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $969,327,358
- Total liabilities (EOY)
- $13,361,921
- Net assets (EOY)
- $955,965,437
- Net assets (BOY)
- $852,823,454
Income & contributions
- Employer contributions
- $50,000,000
- Total contributions
- $50,000,000
- Total income / additions
- $160,903,022
Expenses & distributions
- Benefits paid
- $52,728,610
- Administrative expenses
- $5,032,429
- Total expenses
- $57,761,039
- Net increase / (decrease)
- $103,141,983
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Deloitte Consulting Llp | NONE | $2,056,048 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson | NONE | $351,426 | not reported in the loaded dataset | 2023 |
| Fidelity Institutional Asset Mgmt | NONE | $171,221 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | NONE | $105,657 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | NONE | $15,087 | not reported in the loaded dataset | 2023 |
| Wiss & Company Llp | AUDITOR | $15,000 | not reported in the loaded dataset | 2023 |
| State Street Research & Management | NONE | $8,155 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Atlantic Health System
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Morristown, NJ
- Deloitte Consulting Llp — Schedule C compensation
- Willis Towers Watson — Schedule C compensation
- Fidelity Institutional Asset Mgmt — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- Wiss & Company Llp — Schedule C compensation
- State Street Research & Management — Schedule C compensation