Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
BARNABAS HEALTH, INC.
EIN 22-2405279non-profit organization managementLatest filing 2024
Plans
5
Retirement
4
$5.22B assets
Welfare
1
$31.2M premiums
Participants
121,056
2 CRESCENT PLACE - WEST ORANGE, NJ 070521008973-322-4400LinkedIn1001-5000 employeesnon-profit organization management
Retirement portfolio analytics
4 plans aggregated / $5.22B assets / 86,673 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $31.2M premiums / 32,310 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$19.6M
- Other$9.1M
- Health$5.2M
- Vision$3.3M
- Life$2.1M
Carrier market share
Premium dollars by Schedule A carrier
61%top
- HORIZON HEALTHCARE SERVICES, INC.61%
- METROPOLITAN LIFE INSURANCE COMPANY20%
- EYEMED VISION CARE11%
- UNUM LIFE INSURANCE COMPANY OF AMERICA5%
- COMBINED INSURANCE COMPANY OF AMERICA2%
- +2 more
Broker market share
Schedule A broker compensation
27%top
- MATT CITARELLI27%
- AON CONSULTING INC22%
- USB HEALTH LLC20%
- FOUNDATION RISK PARTNERS CORP17%
- JOMAR AGENCY LLC9%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#005
RWJBARNABAS HEALTH 401(K) SAVINGS PLAN
401k
Assets$2.97B
Participants35,605
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006
RWJBARNABAS HEALTH 403(B) SAVINGS PLAN
403b
Assets$1.50B
Participants34,887
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
RWJBARNABAS HEALTH RETIREMENT INCOME PLAN
TraditionalDB
Assets$755.7M
Participants16,177
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SAINT BARNABAS HEALTH CARE SYSTEM FROZEN ERISA 403(B) PLAN
403b
Assets$126K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#520
RWJBARNABAS HEALTH AND WELFARE PLAN
Fully Insured - HORIZON HEALTHCARE SERVICES, INC.
Premiums$31.2M
Covered lives32,310
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans4
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 005 | RWJBARNABAS HEALTH 401(K) SAVINGS PLAN | 401k | $2.97B | 35,605 | 2024 | |
| 006 | RWJBARNABAS HEALTH 403(B) SAVINGS PLAN | 403b | $1.50B | 34,887 | 2024 | |
| 001 | RWJBARNABAS HEALTH RETIREMENT INCOME PLAN | TraditionalDB | $755.7M | 16,177 | 2024 | |
| 002 | SAINT BARNABAS HEALTH CARE SYSTEM FROZEN ERISA 403(B) PLAN | 403b | $126K | 4 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 520 | RWJBARNABAS HEALTH AND WELFARE PLAN | Fully Insured | HORIZON HEALTHCARE SERVICES, INC. | $31.2M | 32,310 | 2024 |
Retirement plans
Welfare plans