# Horizon Blue Cross Blue Shield Of New Jersey 401(k) Plan
Source: https://planprovider.pro/companies/horizon-blue-cross-blue-shield-of-new-jersey-401k-plan

> Horizon Blue Cross Blue Shield Of New Jersey's 401(k) plan: 5,563 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Horizon Blue Cross Blue Shield Of New Jersey

- **Sponsor EIN:** 220999690

- **Sponsor Address:** THREE PENN PLAZA EAST PP 15A, NEWARK, NJ, 07105

- **Plan Type:** 401(k)

- **Total Participants:** 5,563

- **Total Assets:** $1.5B

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

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

| 2024|5,563|$1.5B|$39.9M|$52.8M|

| 2023|5,324|$1.4B|$36.2M|$47.7M|

| 2022|5,102|$1.2B|$38.6M|$45.5M|

## 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|

| STRATEGIC ADVISORS, INC.|ADVISOR|$267,489|—|$267,489|

| MORGAN STANLEY DOMESTIC HOLDINGS|CONSULTANT|$67,500|—|$67,500|

| EISNERAMPER LLP|CONSULTANT|$38,850|—|$38,850|

### Verified Provider Profiles

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

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [MORGAN STANLEY DOMESTIC HOLDINGS](https://planprovider.pro/provider/morgan-stanley) — CONSULTANT

- [EISNERAMPER LLP](https://planprovider.pro/provider/eisneramper-llp) — CONSULTANT

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $373,839

- **Estimated Expense Ratio:** 0.024% 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|-$1,206,069|$267,489|$2,100|—|—|

| 2023|-$663,789|$457,547|$2,100|—|—|

| 2022|-$582,191|$586,997|—|—|—|

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