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Original filing (PDF)20251015165520NAL0006980976001
RWJ BARNABAS HEALTH, INC.
Form 5500
FILING_RECEIVED
RWJBARNABAS HEALTH RETIREMENT INCOME PLAN
Defined-benefit pension plan
Signals · 2
47% in single holdingNo recordkeeper disclosed
Active participants
5,409
Accounts w/ balance
—
Plan assets (EOY)
$755.7M
Net assets (EOY)
$740.8M
How this plan invests
This plan
1 pooled trust
Schedule D
11 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
85
/ 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
77
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Leaserental $ - - - - - - - - - - - - - - (d)" is 47% of plan.
- 54 bps in Schedule C fees — 805% above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RWJ BARNABAS HEALTH, INC..
Plan sponsor
Name
RWJ BARNABAS HEALTH, INC.
EIN
22-2405279
Address
2 CRESCENT PLACE · OCEANPORT, NJ · 07757
Phone
(973) 322-4400
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
WITHUMSMITH+BROWN, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON | 53-0181291 | — | ACTUARIAL | $2.0M | — |
| PACIFIC INVESTMENT MANAGEMENT COMP | 33-0629048 | — | INVESTMENT MANAGEMENT | $1.3M | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHERN TRUST COMPANY | 36-1561860 | — | NONE | $721K | — |
| WINSTON AND STRAWN | 36-1975990 | — | NONE | $42K | — |
Investments
11 direct securities · 1 pooled fund· $213.4M(28% 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
$201.1M
11 holdings
Common Collective Trust
$12.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Leaserental $ - (d) | — | — | — | $94.1M | 12.5% | |
| Selling price - (c) | — | — | — | $86.3M | 11.4% | |
| (e) | — | — | $10.3M | $19.3M | 2.5% | |
| NT COLLECTIVE GOVT STIF NORTHERN TRUST GLOBAL INVESTMENTS · EIN 45-6138589 / PN 068 | Common Collective Trust | — | — | $12.2M | 1.6% | |
| Proceeds ofDispositions 880,275990,309662,438 633,979739,976422,284422,367 | — | — | $989K | $653K | <0.1% | |
| Proceeds ofDispositions 672,000 | — | — | $628K | $550K | <0.1% | |
| Proceeds ofDispositions | — | — | $147K | $147K | <0.1% | |
| Proceeds ofDispositions 10,00050,00060,00070,000 | — | — | $70K | $90K | <0.1% | |
| Proceeds ofDispositions 10,00050,00060,000 | — | — | $40K | $60K | <0.1% | |
| Proceeds ofDispositions 24,116 | — | — | $24K | $20K | <0.1% | |
| Proceeds ofDispositions 7,000 | — | — | $7K | $6K | <0.1% | |
| Proceeds ofDispositions 748 761 | — | — | $2K | $1K | <0.1% |