# Barnabas Health, INC. 403(b) Plan
Source: https://planprovider.pro/companies/barnabas-health-inc-403b-plan-006

> Barnabas Health, INC.&#39;s 403(b) plan: 27,679 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Barnabas Health, INC.

- **Sponsor EIN:** 222405279

- **Sponsor Address:** 95 OLD SHORT HILLS RD, WEST ORANGE, NJ, 070521008

- **Plan Type:** 403(b)

- **Total Participants:** 27,679

- **Total Assets:** $1.5B

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|27,679|$1.5B|$20.2M|$77.1M|

| 2023|28,403|$1.3B|$17.6M|$65.5M|

| 2022|28,672|$1.2B|$20.3M|$66.7M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$820,711|—|$820,711|

| WINSTON & STRAWN LLP|ATTORNEY/LEGAL|$276,414|—|$276,414|

| WITHUMSMITHBROWN, PC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [WINSTON & STRAWN LLP](https://planprovider.pro/provider/winston-and-strawn-llp) — ATTORNEY/LEGAL

- [WITHUMSMITHBROWN, PC](https://planprovider.pro/provider/withumsmithbrown-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $1,097,125

- **Estimated Expense Ratio:** 0.073% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$1,097,126|—|$1,800|—|—|

| 2023|$831,990|—|$2,700|—|—|

| 2022|$1,138,948|—|—|—|—|

## Similar Plans

- [Barnabas Health INC.](https://planprovider.pro/companies/barnabas-health-inc-401k-plan) — 28,586 participants

- [Atlantic Health System INC.](https://planprovider.pro/companies/atlantic-health-system-inc-403b-plan) — 22,873 participants

- [Hackensack Meridian Health](https://planprovider.pro/companies/hackensack-meridian-health-403b-plan) — 16,020 participants

- [Hackensack Meridian Health](https://planprovider.pro/companies/hackensack-meridian-health-401k-plan-011) — 39,534 participants

- [Virtua Health, INC.](https://planprovider.pro/companies/virtua-health-401k-plan) — 13,739 participants

- [The Cooper Health System](https://planprovider.pro/companies/the-cooper-health-system-plan-003) — 10,323 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/barnabas-health-inc-403b-plan-006)

&copy; 2026 PlanProvider.Pro
