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HORIZON BLUE CROSS AND BLUE SHIELD OF NEW JERSEY UNION EMPLOYEES SAVINGS AND INVESTMENT PLAN 401k Plan overview

Plan NameHORIZON BLUE CROSS AND BLUE SHIELD OF NEW JERSEY UNION EMPLOYEES SAVINGS AND INVESTMENT PLAN
Plan identification number 004

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

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

HORIZON HEALTHCARE SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:HORIZON HEALTHCARE SERVICES, INC.
Employer identification number (EIN):220999690
NAIC Classification:524140

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HORIZON BLUE CROSS AND BLUE SHIELD OF NEW JERSEY UNION EMPLOYEES SAVINGS AND INVESTMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042014-01-01CYNTHIA TOBIA
0042013-01-01CYNTHIA TOBIA
0042012-01-01CYNTHIA TOBIA CYNTHIA TOBIA2013-10-11
0042011-01-01CYNTHIA TOBIA
0042009-01-01CYNTHIA TOBIA

Plan Statistics for HORIZON BLUE CROSS AND BLUE SHIELD OF NEW JERSEY UNION EMPLOYEES SAVINGS AND INVESTMENT PLAN

401k plan membership statisitcs for HORIZON BLUE CROSS AND BLUE SHIELD OF NEW JERSEY UNION EMPLOYEES SAVINGS AND INVESTMENT PLAN

Measure Date Value
2014: HORIZON BLUE CROSS AND BLUE SHIELD OF NEW JERSEY UNION EMPLOYEES SAVINGS AND INVESTMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,301
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-010
Number of participants with account balances2014-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0123
2013: HORIZON BLUE CROSS AND BLUE SHIELD OF NEW JERSEY UNION EMPLOYEES SAVINGS AND INVESTMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,428
Total number of active participants reported on line 7a of the Form 55002013-01-011,097
Number of retired or separated participants receiving benefits2013-01-019
Number of other retired or separated participants entitled to future benefits2013-01-01189
Total of all active and inactive participants2013-01-011,295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-016
Total participants2013-01-011,301
Number of participants with account balances2013-01-011,301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0153
2012: HORIZON BLUE CROSS AND BLUE SHIELD OF NEW JERSEY UNION EMPLOYEES SAVINGS AND INVESTMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,504
Total number of active participants reported on line 7a of the Form 55002012-01-011,271
Number of retired or separated participants receiving benefits2012-01-0110
Number of other retired or separated participants entitled to future benefits2012-01-01140
Total of all active and inactive participants2012-01-011,421
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-017
Total participants2012-01-011,428
Number of participants with account balances2012-01-011,428
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0145
2011: HORIZON BLUE CROSS AND BLUE SHIELD OF NEW JERSEY UNION EMPLOYEES SAVINGS AND INVESTMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,511
Total number of active participants reported on line 7a of the Form 55002011-01-011,345
Number of retired or separated participants receiving benefits2011-01-0110
Number of other retired or separated participants entitled to future benefits2011-01-01147
Total of all active and inactive participants2011-01-011,502
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-011,504
Number of participants with account balances2011-01-011,399
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0166
2009: HORIZON BLUE CROSS AND BLUE SHIELD OF NEW JERSEY UNION EMPLOYEES SAVINGS AND INVESTMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,442
Total number of active participants reported on line 7a of the Form 55002009-01-011,165
Number of retired or separated participants receiving benefits2009-01-016
Number of other retired or separated participants entitled to future benefits2009-01-01153
Total of all active and inactive participants2009-01-011,324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,324
Number of participants with account balances2009-01-011,213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01118

Financial Data on HORIZON BLUE CROSS AND BLUE SHIELD OF NEW JERSEY UNION EMPLOYEES SAVINGS AND INVESTMENT PLAN

Measure Date Value
2014 : HORIZON BLUE CROSS AND BLUE SHIELD OF NEW JERSEY UNION EMPLOYEES SAVINGS AND INVESTMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$0
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$48,930,227
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Expenses. Interest paid2014-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$0
Total income from all sources (including contributions)2014-12-31$8,099,329
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$4,319,186
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,218,721
Expenses. Certain deemed distributions of participant loans2014-12-31$45,515
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$5,529,573
Value of total assets at end of year2014-12-31$0
Value of total assets at beginning of year2014-12-31$45,150,084
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$54,950
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$120,453
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$3,514,121
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$3,514,121
Assets. Real estate other than employer real property at end of year2014-12-31$0
Assets. Real estate other than employer real property at beginning of year2014-12-31$0
Administrative expenses professional fees incurred2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$30,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,922,720
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$2,564,371
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$11,151
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Assets. Loans (other than to participants) at end of year2014-12-31$0
Assets. Loans (other than to participants) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$48,112
Liabilities. Value of operating payables at end of year2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$3,780,143
Value of net assets at end of year (total assets less liabilities)2014-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$45,150,084
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. partnership/joint venture interests at end of year2014-12-31$0
Assets. partnership/joint venture interests at beginning of year2014-12-31$0
Investment advisory and management fees2014-12-31$6,838
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$38,356,123
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$120,196
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$0
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Value of interest in master investment trust accounts at end of year2014-12-31$0
Value of interest in master investment trust accounts at beginning of year2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$1,794,760
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$2,434,830
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$2,434,830
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$257
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Asset value of US Government securities at end of year2014-12-31$0
Asset value of US Government securities at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-1,058,023
Net investment gain/loss from pooled separate accounts2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$-6,795
Net gain/loss from 103.12 investment entities2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$0
Assets. Invements in employer securities at beginning of year2014-12-31$0
Assets. Value of employer real property at end of year2014-12-31$0
Assets. Value of employer real property at beginning of year2014-12-31$0
Contributions received in cash from employer2014-12-31$3,595,702
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$0
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,218,721
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$0
Contract administrator fees2014-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$0
Liabilities. Value of benefit claims payable at end of year2014-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$0
Did the plan have assets held for investment2014-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31Yes
Aggregate proceeds on sale of assets2014-12-31$0
Aggregate carrying amount (costs) on sale of assets2014-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WITHUMSMITH & BROWN
Accountancy firm EIN2014-12-31222027092
2013 : HORIZON BLUE CROSS AND BLUE SHIELD OF NEW JERSEY UNION EMPLOYEES SAVINGS AND INVESTMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Expenses. Interest paid2013-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$0
Total income from all sources (including contributions)2013-12-31$11,857,618
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$4,334,669
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,261,804
Expenses. Certain deemed distributions of participant loans2013-12-31$20,597
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$5,631,482
Value of total assets at end of year2013-12-31$45,150,084
Value of total assets at beginning of year2013-12-31$37,627,135
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$52,268
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$121,449
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,205,125
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,205,125
Assets. Real estate other than employer real property at end of year2013-12-31$0
Assets. Real estate other than employer real property at beginning of year2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$30,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,925,766
Participant contributions at end of year2013-12-31$2,564,371
Participant contributions at beginning of year2013-12-31$2,591,612
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$53,407
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Assets. Loans (other than to participants) at end of year2013-12-31$0
Assets. Loans (other than to participants) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$47,792
Liabilities. Value of operating payables at end of year2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$7,522,949
Value of net assets at end of year (total assets less liabilities)2013-12-31$45,150,084
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$37,627,135
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$0
Assets. partnership/joint venture interests at beginning of year2013-12-31$0
Investment advisory and management fees2013-12-31$4,476
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$38,356,123
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$30,277,365
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$121,100
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$0
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Value of interest in master investment trust accounts at end of year2013-12-31$0
Value of interest in master investment trust accounts at beginning of year2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$1,794,760
Value of interest in common/collective trusts at beginning of year2013-12-31$1,889,617
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$2,434,830
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,868,541
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,868,541
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$349
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Asset value of US Government securities at end of year2013-12-31$0
Asset value of US Government securities at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,907,434
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$-7,872
Net gain/loss from 103.12 investment entities2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$0
Assets. Invements in employer securities at beginning of year2013-12-31$0
Assets. Value of employer real property at end of year2013-12-31$0
Assets. Value of employer real property at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$3,652,309
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,261,804
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$0
Contract administrator fees2013-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$0
Liabilities. Value of benefit claims payable at end of year2013-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WITHUMSMITH & BROWN
Accountancy firm EIN2013-12-31222027092
2012 : HORIZON BLUE CROSS AND BLUE SHIELD OF NEW JERSEY UNION EMPLOYEES SAVINGS AND INVESTMENT PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$9,725,829
Total of all expenses incurred2012-12-31$3,101,484
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,035,390
Expenses. Certain deemed distributions of participant loans2012-12-31$8,424
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,981,367
Value of total assets at end of year2012-12-31$37,627,135
Value of total assets at beginning of year2012-12-31$31,002,790
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$57,670
Total interest from all sources2012-12-31$120,888
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$947,965
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$947,965
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$30,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,066,923
Participant contributions at end of year2012-12-31$2,591,612
Participant contributions at beginning of year2012-12-31$2,468,873
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$12,740
Administrative expenses (other) incurred2012-12-31$53,981
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$6,624,345
Value of net assets at end of year (total assets less liabilities)2012-12-31$37,627,135
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$31,002,790
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$3,689
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$30,277,365
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$24,275,927
Interest on participant loans2012-12-31$120,527
Value of interest in common/collective trusts at end of year2012-12-31$1,889,617
Value of interest in common/collective trusts at beginning of year2012-12-31$1,624,251
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$2,868,541
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$2,633,739
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$2,633,739
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$361
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,641,044
Net investment gain or loss from common/collective trusts2012-12-31$34,565
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$3,901,704
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,035,390
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WITHUMSMITH & BROWN
Accountancy firm EIN2012-12-31222027092
2011 : HORIZON BLUE CROSS AND BLUE SHIELD OF NEW JERSEY UNION EMPLOYEES SAVINGS AND INVESTMENT PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$5,585,997
Total of all expenses incurred2011-12-31$1,628,184
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,562,212
Expenses. Certain deemed distributions of participant loans2011-12-31$882
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$6,150,975
Value of total assets at end of year2011-12-31$31,002,790
Value of total assets at beginning of year2011-12-31$27,044,977
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$65,090
Total interest from all sources2011-12-31$121,993
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$735,427
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$735,427
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$20,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,105,288
Participant contributions at end of year2011-12-31$2,468,873
Participant contributions at beginning of year2011-12-31$2,229,425
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$6,702
Administrative expenses (other) incurred2011-12-31$64,222
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$3,957,813
Value of net assets at end of year (total assets less liabilities)2011-12-31$31,002,790
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$27,044,977
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$868
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$24,275,927
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$20,996,469
Interest on participant loans2011-12-31$121,765
Value of interest in common/collective trusts at end of year2011-12-31$1,624,251
Value of interest in common/collective trusts at beginning of year2011-12-31$1,503,426
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$2,633,739
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$2,315,657
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$2,315,657
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$228
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,469,310
Net investment gain or loss from common/collective trusts2011-12-31$46,912
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$4,038,985
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,562,212
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WITHUMSMITH & BROWN, PC
Accountancy firm EIN2011-12-31222027092
2010 : HORIZON BLUE CROSS AND BLUE SHIELD OF NEW JERSEY UNION EMPLOYEES SAVINGS AND INVESTMENT PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$7,770,006
Total of all expenses incurred2010-12-31$2,383,672
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,314,981
Expenses. Certain deemed distributions of participant loans2010-12-31$8,807
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$5,040,185
Value of total assets at end of year2010-12-31$27,044,977
Value of total assets at beginning of year2010-12-31$21,658,643
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$59,884
Total interest from all sources2010-12-31$123,978
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$380,486
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$380,486
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$100,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,768,880
Participant contributions at end of year2010-12-31$2,229,425
Participant contributions at beginning of year2010-12-31$2,076,021
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$41,203
Administrative expenses (other) incurred2010-12-31$59,884
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$5,386,334
Value of net assets at end of year (total assets less liabilities)2010-12-31$27,044,977
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$21,658,643
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$20,996,469
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$16,205,018
Interest on participant loans2010-12-31$123,538
Value of interest in common/collective trusts at end of year2010-12-31$1,503,426
Value of interest in common/collective trusts at beginning of year2010-12-31$1,261,925
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$2,315,657
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$2,115,679
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$2,115,679
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$440
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,171,497
Net investment gain or loss from common/collective trusts2010-12-31$53,860
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$3,230,102
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,314,981
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WITHUMSMITH & BROWN
Accountancy firm EIN2010-12-31222027092
2009 : HORIZON BLUE CROSS AND BLUE SHIELD OF NEW JERSEY UNION EMPLOYEES SAVINGS AND INVESTMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for HORIZON BLUE CROSS AND BLUE SHIELD OF NEW JERSEY UNION EMPLOYEES SAVINGS AND INVESTMENT PLAN

2014: HORIZON BLUE CROSS AND BLUE SHIELD OF NEW JERSEY UNION EMPLOYEES SAVINGS AND INVESTMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingYes
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HORIZON BLUE CROSS AND BLUE SHIELD OF NEW JERSEY UNION EMPLOYEES SAVINGS AND INVESTMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HORIZON BLUE CROSS AND BLUE SHIELD OF NEW JERSEY UNION EMPLOYEES SAVINGS AND INVESTMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HORIZON BLUE CROSS AND BLUE SHIELD OF NEW JERSEY UNION EMPLOYEES SAVINGS AND INVESTMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: HORIZON BLUE CROSS AND BLUE SHIELD OF NEW JERSEY UNION EMPLOYEES SAVINGS AND INVESTMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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