HORIZON BLUE CROSS BLUE SHIELD OF NJ EMPLOYEES RETIREMENT PLAN II
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
HORIZON HEALTHCARE SERVICES, INC.
This Other plan holds $226M in total assets and serves 897 participants as of 2022. It is sponsored by HORIZON HEALTHCARE SERVICES, INC. in New Jersey. The plan reported a net loss of $41M for the year.
What the Filing Says About HORIZON BLUE CROSS BLUE SHIELD OF NJ EMPLOYEES RETIREMENT PLAN II
HORIZON BLUE CROSS BLUE SHIELD OF NJ EMPLOYEES RETIREMENT PLAN II is a Other retirement plan sponsored by HORIZON HEALTHCARE SERVICES, INC., headquartered in New Jersey. As of the 2022 Form 5500 filing, the plan reports $226M in total end-of-year assets and covers 897 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 220999690, and the plan has been effective since 2021-09-15. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $268M at the beginning of 2022 to $226M at year-end — a decline of 15.6%. Net assets (after liabilities) closed the year at $225M, with reported net income of $-41,211,262 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $268M |
| Total Assets (End of Year) | $226M |
| Net Assets (End of Year) | $225M |
| Net Income | $-41,211,262 |
| Plan Type | Other |
| Employer EIN | 220999690 |
| Plan Effective Date | 2021-09-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (HORIZON HEALTHCARE SERVICES, INC.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 6,414 | $1.4B |
| 2023 | 2 | 5,876 | $1.6B |
| 2024 | 2 | 6,065 | $1.8B |
Nearby Other Plans in New Jersey
Peer Other plans — same state, same plan type — ranked by total assets.
- LUCENT TECHNOLOGIES INC. PENSION PLAN $4.2B · N/A
- CONSOLIDATED ROCHE RETIREMENT PLAN $3.2B · 2,130
- TEAMSTERS PENSION TRUST FUND OF PHILADELPHIA & VICINITY $2.4B · 10,032
- HEAVY AND GENERAL LABORERS' LOCAL UNIONS 472 AND 172 OF NEW JERSEY PENSION FUND $1.6B · 7,170
- RWJBARNABAS HEALTH 403(B) SAVINGS PLAN $1.3B · 28,672
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Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.
Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 220999690.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.