Other
2022 plan-year Other DOL Form 5500

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.

Total Assets (2023)
$226M
Participants
897
State
Industry
Finance & Insurance

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 TypeOther
Employer EIN220999690
Plan Effective Date2021-09-15
Filing StatusFILING 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

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Frequently Asked Questions

How much money is in the HORIZON BLUE CROSS BLUE SHIELD OF NJ EMPLOYEES RETIREMENT PLAN II?
As of the 2022 Form 5500 filing, HORIZON BLUE CROSS BLUE SHIELD OF NJ EMPLOYEES RETIREMENT PLAN II holds $226M in total assets with 897 participants. It is sponsored by HORIZON HEALTHCARE SERVICES, INC..
What type of plan is 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 plan. It has been effective since 2021-09-15. The plan is filed with the U.S. Department of Labor under EIN 220999690.
Who sponsors the HORIZON BLUE CROSS BLUE SHIELD OF NJ EMPLOYEES RETIREMENT PLAN II?
HORIZON BLUE CROSS BLUE SHIELD OF NJ EMPLOYEES RETIREMENT PLAN II is sponsored by HORIZON HEALTHCARE SERVICES, INC., located in New Jersey. The sponsor's EIN is 220999690 and the plan operates in the Finance & Insurance industry.
How did HORIZON BLUE CROSS BLUE SHIELD OF NJ EMPLOYEES RETIREMENT PLAN II perform in 2022?
HORIZON BLUE CROSS BLUE SHIELD OF NJ EMPLOYEES RETIREMENT PLAN II declined by 15.6% during 2022, moving from $268M to $226M in total assets. Net income was $-41,211,262.
Where can I find official filings for HORIZON BLUE CROSS BLUE SHIELD OF NJ EMPLOYEES RETIREMENT PLAN II?
Official Form 5500 filings for HORIZON BLUE CROSS BLUE SHIELD OF NJ EMPLOYEES RETIREMENT PLAN II are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 220999690 or plan name at efast.dol.gov.
How does HORIZON BLUE CROSS BLUE SHIELD OF NJ EMPLOYEES RETIREMENT PLAN II compare to other plans?
You can compare HORIZON BLUE CROSS BLUE SHIELD OF NJ EMPLOYEES RETIREMENT PLAN II against other Other plans on the plan type page, or view plans in New Jersey on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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.

Data sourced from official public datasets. See our methodology for details.