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Original filing (PDF)20251009103902NAL0003502899001
HORIZON BLUE CROSS BLUE SHIELD OF NEW JERSEY
Form 5500
FILING_RECEIVED
HORIZON BLUE CROSS BLUE SHIELD OF NEW JERSEY EMPLOYEES SAVINGS AND INVESTMENT PLAN
401(k) retirement plan
Active participants
5,563
Accounts w/ balance
6,957
Plan assets (EOY)
$1.5B
Net assets (EOY)
$1.5B
How this plan invests
This plan
1 pooled trust
Schedule D
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HORIZON BLUE CROSS BLUE SHIELD OF NEW JERSEY.
Plan sponsor
Name
HORIZON BLUE CROSS BLUE SHIELD OF NEW JERSEY
EIN
22-0999690
Address
THREE PENN PLAZA EAST PP 15A · NEWARK, NJ · 07105
Phone
(973) 466-4000
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
2E · Profit-sharing
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
EISNERAMPER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$1.6M | — |
Advisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $267K | — |
| MORGAN STANLEY DOMESTIC HOLDINGS | 20-8764829 | — | CONSULTANT | $68K | — |
| EISNERAMPER LLP | 87-1363769 | — | CONSULTANT | $39K | — |
Investments
36 direct securities · 1 pooled fund· $1.5B(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$1.5B
36 holdings
Common Collective Trust
$33.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIDELITY MANAGEMENT & RESEARCH COMPANY FID 500 INDEX | — | — | — | $182.8M | 11.9% | |
| FIDELITY MANAGEMENT & RESEARCH COMPANY FID FREEDOM K 2035 | — | — | — | $142.0M | 9.2% | |
| FIDELITY MANAGEMENT & RESEARCH COMPANY FID FREEDOM K 2030 | — | — | — | $132.9M | 8.6% | |
| FIDELITY MANAGEMENT & RESEARCH COMPANY FID CONTRAFUND K | — | — | — | $125.7M | 8.2% | |
| FIDELITY MANAGEMENT & RESEARCH COMPANY FID FREEDOM K 2040 | — | — | — | $109.4M | 7.1% | |
| FIDELITY MANAGEMENT & RESEARCH COMPANY FID FREEDOM K 2045 | — | — | — | $77.9M | 5.1% | |
| FIDELITY MANAGEMENT & RESEARCH COMPANY FID BALANCED K | — | — | — | $77.2M | 5.0% | |
| FIDELITY MANAGEMENT & RESEARCH COMPANY FID FREEDOM K 2025 | — | — | — | $73.7M | 4.8% | |
| FIDELITY MANAGEMENT & RESEARCH COMPANY FID FREEDOM K 2050 | — | — | — | $68.8M | 4.5% | |
| FIDELITY MANAGEMENT & RESEARCH COMPANY FIMM GOVT INST | — | — | — | $45.2M | 2.9% | |
| FIDELITY MANAGEMENT & RESEARCH COMPANY FID INTL DISCOVERY K | — | — | — | $35.4M | 2.3% | |
| LOOMIS SAYLES & COMPANY LP LOOMIS CORE PL BD N | — | — | — | $35.3M | 2.3% | |
| FIDELITY MANAGEMENT & RESEARCH COMPANY FID FREEDOM K 2055 | — | — | — | $34.8M | 2.3% | |
| MIP II CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $33.0M | 2.1% | |
| FIDELITY MANAGEMENT & RESEARCH COMPANY FID US BOND IDX | — | — | — | $31.8M | 2.1% | |
| FIDELITY MANAGEMENT & RESEARCH COMPANY FID WORLDWIDE | — | — | — | $31.0M | 2.0% | |
| FIDELITY MANAGEMENT & RESEARCH COMPANY FID FREEDOM K 2020 | — | — | — | $30.6M | 2.0% | |
| NEUBERGER BERMAN INVESTMENT ADVISERS LLC NB GENESIS - INST CL | — | — | — | $28.0M | 1.8% | |
| FIDELITY MANAGEMENT & RESEARCH COMPANY FID INTL INDEX INS | — | — | — | $27.9M | 1.8% | |
| FIDELITY MANAGEMENT & RESEARCH COMPANY FID TOT MKT IDX | — | — | — | $25.8M | 1.7% | |
| FIDELITY MANAGEMENT & RESEARCH COMPANY FID EQUITY INCOME K | — | — | — | $25.6M | 1.7% | |
| MASSACHUSETTS FINANCIAL SERVICES MFS MID CAP VALUE FUND CLASS R6 | — | — | — | $23.3M | 1.5% | |
| FRANKLIN ADVISERS INC. MM SEL MID CAP GR I | — | — | — | $21.9M | 1.4% | |
| FIDELITY MANAGEMENT & RESEARCH COMPANY FID EXT MKT IDX | — | — | — | $17.9M | 1.2% | |
| AMERICAN BEACON FUNDS ABF LG CAP VAL R5 | — | — | — | $15.5M | 1.0% | |
| INVESCO INVESTMENT MANAGEMENT COMPANY INVS DISCOVERY R6 | — | — | — | $14.7M | 1.0% | |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC MS MK HY CORP BD R6 | — | — | — | $10.2M | 0.7% | |
| FIDELITY SELECTCO, LLC FID REAL ESTATE INVS | — | — | — | $9.9M | 0.6% | |
| FIDELITY MANAGEMENT & RESEARCH COMPANY FID FREEDOM K 2060 | — | — | — | $8.9M | 0.6% | |
| FIDELITY MANAGEMENT & RESEARCH COMPANY FID FREEDOM K 2015 | — | — | — | $6.4M | 0.4% | |
| FIDELITY MANAGEMENT & RESEARCH COMPANY FID INFLAT PROT BOND | — | — | — | $5.9M | 0.4% | |
| FIDELITY MANAGEMENT & RESEARCH COMPANY FID FREEDOM K INCOME | — | — | — | $3.0M | 0.2% | |
| FIDELITY MANAGEMENT & RESEARCH COMPANY FID FREEDOM K 2010 | — | — | — | $1.8M | 0.1% | |
| FIDELITY MANAGEMENT & RESEARCH COMPANY FID FREEDOM K 2065 | — | — | — | $1.8M | 0.1% | |
| NORTH SQUARE INVESTMENTS NORTH SQUARE SM CP VAL FUND CLASS I | — | — | — | $1.7M | 0.1% | |
| FIDELITY BROKERAGELINK SELF-DIRECTED BROKERAGE ACCOUNTS | — | — | — | $48K | <0.1% | |
| FIDELITY MANAGEMENT & RESEARCH COMPANY FID FREEDOM K 2070 | — | — | — | $2K | <0.1% |