PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. HORIZON BLUE CROSS BLUE SHIELD OF NEW JERSEY
Sponsor portfolio

HORIZON BLUE CROSS BLUE SHIELD OF NEW JERSEY

EIN 22-0999690-insurance-Latest filing 2024
Plans
9
Retirement
2
$1.76B assets
Welfare
7
$19.5M premiums
Participants
38,415
THREE PENN PLAZA EAST PP 15A - NEWARK, NJ 07105973-466-4000horizonblue.comLinkedIn5001-10000 employeesinsurance
Plans on this EIN
9 filings
#003401k-$1.54B - 6,998 part#005CashBalance-$217.3M - 2,180 part#502Fully Insured-$17.3M - 7,213 lives#517Fully Insured-$1.6M - 5,313 lives#511Mixed-$638K - 4,829 lives#507Fully Insured-5,603 lives#508Self Funded-0 lives#509Self Funded-0 lives#512Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $1.76B assets / 9,178 participants

Assets by plan

Share of aggregate retirement assets

88%top
  • AND INVESTMENT PLAN (#003)88%
  • RETIREMENT PLAN II (#005)12%
Total $1.76BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AND INVESTMENT PLAN (#003)6,998
  • RETIREMENT PLAN II (#005)2,180
Total 9,178Click row to drill in

Benefits portfolio analytics

7 plans / $19.5M premiums / 22,958 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$17.3M
  • Life$2.9M
  • Long-term disability$1.6M
  • Vision$638K
Total $19.5M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • USABLE LIFE89%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA8%
  • HORIZON HEALTHCARE SERVICES, INC.3%
  • NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%
Total $19.5M4 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • HORIZON INSURANCE COMPANY100%
  • AON CONSULTING INC0%
Total $186K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

HORIZON BLUE CROSS BLUE SHIELD OF NEW JERSEY EMPLOYEES SAVINGS AND INVESTMENT PLAN

401k

Assets$1.54B
Participants6,998
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

HORIZON BLUE CROSS BLUE SHIELD OF NJ EMPLOYEES RETIREMENT PLAN II

CashBalance

Assets$217.3M
Participants2,180
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

GROUPLIFEINS

Fully Insured - USABLE LIFE

Premiums$17.3M
Covered lives7,213
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#517

LONG TERM DISABILITY

Fully Insured - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$1.6M
Covered lives5,313
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#511

HORIZON BCBSNJ GRP HEALTH PROGRAM MGMT AND BU

Mixed - HORIZON INSURANCE COMPANY

Premiums$638K
Covered lives4,829
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507

BTA FOR MGMT EMPLOYEES

Fully Insured - NATIONAL UNION FIRE INS. CO. OF PITTSBURGH

Premiums$0
Covered lives5,603
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508

MANAGEMENT SEVERANCE PAY PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#509

BARGAINING UNIT SEPARATION PAY PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#512

HORIZON BCBSNJ GROUP HEALTH BENEFIT PROGRAM RETIREE PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003HORIZON BLUE CROSS BLUE SHIELD OF NEW JERSEY EMPLOYEES SAVINGS AND INVESTMENT PLAN401k$1.54B6,9982024
005HORIZON BLUE CROSS BLUE SHIELD OF NJ EMPLOYEES RETIREMENT PLAN IICashBalance$217.3M2,1802024

Welfare plans7

Plan #NameFundingCarrierPremiumsCoveredLatest year
502GROUPLIFEINSFully InsuredUSABLE LIFE$17.3M7,2132024
517LONG TERM DISABILITYFully InsuredPRUDENTIAL INSURANCE COMPANY OF AMERICA$1.6M5,3132024
511HORIZON BCBSNJ GRP HEALTH PROGRAM MGMT AND BUMixedHORIZON INSURANCE COMPANY$638K4,8292024
507BTA FOR MGMT EMPLOYEESFully InsuredNATIONAL UNION FIRE INS. CO. OF PITTSBURGH$05,6032024
508MANAGEMENT SEVERANCE PAY PLANSelf Funded-$002024
509BARGAINING UNIT SEPARATION PAY PLANSelf Funded-$002024
512HORIZON BCBSNJ GROUP HEALTH BENEFIT PROGRAM RETIREE PLANSelf Funded-$002024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica