Barnabas Health Inc., West Orange, NJ. EIN 22-2405279. Annual reports 2009–2024. Also filed as Liberty Healthcare Management LLC; Barnabas Health, Inc.; Saint Barnabas Corporation; Saint Barnabas Corporation (Barnabas Health).
Barnabas Health Inc. has 4 active retirement plans on file. The largest is the Rwjbarnabas Health 401(k) Savings Plan, with 35,605 participants and $3.0 billion in assets in 2024. Fidelity has been its recordkeeper since 2009.
Barnabas Health, Inc. 95 Old Short Hills RD, Attn Corp Benefits West Orange, NJ 07052 (973) 322-4403As filed for 2024
In effect since
January 1, 1999
Plans merged into this one:Greenville Hospital Savings Plan (2017); Robert Wood Johnson University Hospital Retirement & Sheltered Savings Plan (2017); Trinitas Regional Medical Center Tax Sheltered Annuity Plan (2022); Jersey City Medical Center Savings Plan (2017); Robert Wood Johnson University at Hamilton (2017); Robert Wood Johnson University Hospital Rahway 403(b) (2017); Retirement Savings Plan for Employees of Children'S Specialized Hospital (2017).
Earlier sponsor: Saint Barnabas Corporation (2009–2011).
Earlier plan names: Sbhcs 403(b) Savings Plan; Barnabas Health 403(b) Savings Plan.
Year by year, 2009 to 2024
Plan year
Participants
Net assets
Recordkeeper
2024
34,887
$1.5 billion
Fidelity
2023
29,787
$1.3 billion
Fidelity
2022
35,408
$1.2 billion
Fidelity
2021
35,675
$1.4 billion
Fidelity
2020
34,873
$1.2 billion
Fidelity
2019
38,758
$1.0 billion
Fidelity
2018
36,040
$848 million
Fidelity
2017
19,735
$888 million
Fidelity
2016
24,309
$69.9 million
Fidelity
2015
20,849
$64.3 million
Fidelity
2014
19,987
$65.5 million
Fidelity
2013
20,011
$62.0 million
Fidelity
2012
20,631
$52.5 million
Fidelity
2011
19,656
$45.7 million
Fidelity
2010
19,506
$45.8 million
Fidelity
2009
20,414
$39.6 million
Fidelity
Rwjbarnabas Health Retirement Income Plan
Pension (defined benefit)Active
Active. The plan filed its annual report for the 2024 plan year.
Plan number
001Employer EIN 22-2405279
Participants (2024)
16,177
Net assets (2024)
$741 million
Last listed administrator
Adams Addressing Assoc for ServicesEarlier: Fidelity (2013–2019), Conduent (2009)
Plan administrator
RWJ Barnabas Health, Inc. 2 Crescent Place Oceanport, NJ 07757 (973) 322-4400As filed for 2024
In effect since
July 1, 1971
Plans merged into this one:Somerset Medical Center Retirement Plan (2017); Jersey City Medical Center Pension Plan (2017); Employees' Retirement Plan of Robert Wood Johnson University Hospital Rahway (2017).
Earlier sponsors: Saint Barnabas Corporation (2009–2012); Barnabas Health, Inc. (2013–2023).
Earlier plan names: Saint Barnabas Corporation Retirement Income Plan; Barnabas Health, Inc. Retirement Income Plan; Barnabas Health Retirement Income Plan.
Year by year, 2009 to 2024
Plan year
Participants
Net assets
Recordkeeper
2024
16,177
$741 million
not listed
2023
16,996
$784 million
not listed
2022
17,482
$779 million
not listed
2021
19,578
$1.0 billion
not listed
2020
20,285
$1.1 billion
Adams Addressing Assoc for Services
2019
19,670
$1.0 billion
Fidelity
2018
21,586
$933 million
Fidelity
2017
22,361
$1.0 billion
Fidelity
2016
19,812
$745 million
Fidelity
2015
20,892
$743 million
Fidelity
2014
22,062
$823 million
Fidelity
2013
24,340
$803 million
Fidelity
2012
23,942
$837 million
not listed
2011
23,988
$659 million
not listed
2010
23,577
$590 million
not listed
2009
23,697
$484 million
Conduent
Saint Barnabas Health Care System Frozen Erisa 403(b) Plan
403(b)ActiveUnion (multiemployer)
Active. The plan filed its annual report for the 2024 plan year.
Plan number
002Employer EIN 22-2405279
Participants (2024)
4
Net assets (2024)
$125,603
Plan administrator
RWJ Barnabas Health, Inc. 2 Crescent Place Oceanport, NJ 07757 (973) 322-4400As filed for 2024
In effect since
May 1, 1965
Earlier sponsors: Saint Barnabas Corporation (2009–2012); Barnabas Health, Inc. (2013–2023).
Year by year, 2009 to 2024
Plan year
Participants
Net assets
Recordkeeper
2024
4
$125,603
not listed
2023
4
$108,255
not listed
2022
4
$93,038
not listed
2021
4
$105,378
not listed
2020
4
$92,523
not listed
2019
4
$83,479
not listed
2016
0
n/a
not listed
2015
0
n/a
not listed
2014
0
n/a
not listed
2013
0
n/a
not listed
2012
0
n/a
not listed
2011
0
n/a
not listed
2010
0
n/a
not listed
2009
858
$10.1 million
not listed
Monmouth Medical Center Frozen Erisa 403(b) Plan
403(b)Closed
Closed. The plan filed its final annual report for 2020, which means its assets were paid out or moved and it no longer exists.
Barnabas Health, Inc. 95 Old Short Hills RD West Orange, NJ 07052 (732) 729-7681As filed for 2020
In effect since
January 1, 2010
Earlier sponsor: Saint Barnabas Corporation (2010–2012).
Year by year, 2010 to 2020
Plan year
Participants
Net assets
Recordkeeper
2020
0
$0
Metlife Life Insurance
2019
493
$7.4 million
Metlife Life Insurance
2018
524
$7.8 million
Metlife Life Insurance
2017
551
$8.3 million
Metropolitan Life Insurance
2016
584
$8.3 million
Metropolitan Life Insurance
2015
612
$8.5 million
Metropolitan Life Insurance
2014
702
$9.1 million
Metropolitan Life Insurance
2013
701
$9.6 million
Metropolitan Life Insurance
2012
743
$9.8 million
not listed
2011
766
$9.7 million
not listed
2010
803
$10.0 million
not listed
Greenville Hospital Retirement Plan
Defined contribution planMerged
Merged. In 2018 its assets moved to the Rwjbarnabas Health 401(k) Savings Plan, sponsored by Barnabas Health Inc. (EIN 22-2405279, plan 005). Accounts moved with them, so that plan is the one to contact.
Plan number
008Employer EIN 22-2405279
Plan administrator
Barnabas Health, Inc. 95 Old Short Hills Road West Orange, NJ 07052 (973) 322-4400As filed for 2018
In effect since
January 1, 2001
Jersey City Medical Center Retirement Plan
Defined contribution planMerged
Merged. In 2018 its assets moved to the Rwjbarnabas Health 401(k) Savings Plan, sponsored by Barnabas Health Inc. (EIN 22-2405279, plan 005). Accounts moved with them, so that plan is the one to contact.
Plan number
011Employer EIN 22-2405279
Plan administrator
Barnabas Health, Inc. 95 Old Short Hills Road West Orange, NJ 07052 (973) 322-4400As filed for 2018
In effect since
April 1, 1999
Liberty Healthcare Management LLC 401(k) Plan
401(k)Merged
Merged. In 2017 its assets moved to the Barnabas Health 401(k) Savings Plan, sponsored by Barnabas Health Inc. (EIN 22-2405279, plan 005). Accounts moved with them, so that plan is the one to contact.
Barnabas Health, Inc. 95 Old Short Hills Road West Orange, NJ 07052 (973) 322-4000As filed for 2017
In effect since
January 1, 1999
Earlier sponsor: Liberty Healthcare Management LLC (2009–2016).
Year by year, 2009 to 2017
Plan year
Participants
Net assets
Recordkeeper
2017
0
$0
Transamerica
2016
732
$9.1 million
Transamerica
2015
760
$9.0 million
Transamerica
2014
729
$8.8 million
Transamerica
2013
703
$7.8 million
Transamerica
2012
727
$6.8 million
Transamerica
2011
720
$6.5 million
Transamerica
2010
732
$6.4 million
Transamerica
2009
709
$5.6 million
Transamerica
Greenville Hospital Savings Plan
403(b)MergedUnion (multiemployer)
Merged. In 2017 its assets moved to the Barnabas Health 403(b) Savings Plan, sponsored by Barnabas Health Inc. (EIN 22-2405279, plan 006). Accounts moved with them, so that plan is the one to contact.
Plan number
003Employer EIN 22-0963805
Participants (2016)
31
Net assets (2016)
$1.1 million
Plan administrator
Greenville Hospital 30 Regent Street Jersey City, NJ 07302 (732) 729-7681As filed for 2017
In effect since
January 1, 2001
Year by year, 2009 to 2017
Plan year
Participants
Net assets
Recordkeeper
2017
0
$0
not listed
2016
31
$1.1 million
not listed
2015
37
$1.2 million
not listed
2014
37
$1.3 million
not listed
2013
38
$1.3 million
not listed
2012
39
$1.2 million
not listed
2011
43
$1.2 million
not listed
2010
47
$1.3 million
not listed
2009
52
$1.3 million
not listed
Greenville Hospital Retirement Plan
Defined contribution planStopped filing
No annual report since the 2016 plan year, and no final report on record. The plan may have been merged, renamed or re-filed under another number; ask the plan administrator below.
Barnabas Health, Inc. 350 Montgomery Street Jersey City, NJ 07302 (201) 716-5733As filed for 2016
In effect since
January 1, 2001
Earlier sponsor: Greenville Hospital (2009–2015).
Year by year, 2009 to 2016
Plan year
Participants
Net assets
Recordkeeper
2016
200
$1.1 million
Transamerica
2015
200
$1.1 million
Transamerica
2014
200
$1.2 million
Transamerica
2013
206
$1.2 million
Transamerica
2012
214
$1.1 million
Transamerica
2011
192
$1.0 million
not listed
2010
204
$1.1 million
not listed
2009
215
$1.1 million
not listed
Greenville Hospital Pension Plan
Pension (defined benefit), frozenStopped filing
No annual report since the 2016 plan year, and no final report on record. The plan may have been merged, renamed or re-filed under another number; ask the plan administrator below.
Pension Plan Committee Jersey City Medical Center 355 Grand Street Jersey City, NJ 07302 (201) 309-2718As filed for 2016
In effect since
November 1, 1973
Year by year, 2009 to 2016
Plan year
Participants
Net assets
Recordkeeper
2016
194
$12.4 million
not listed
2015
199
$11.3 million
Northern Trust
2014
201
$12.7 million
Northern Trust
2013
262
$12.8 million
not listed
2012
263
$12.9 million
not listed
2011
268
$12.3 million
not listed
2010
272
$12.2 million
not listed
2009
275
$11.5 million
not listed
If you had money in one of these plans
Call Fidelity (fidelity.com), which runs the Rwjbarnabas Health 401(k) Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((973) 322-4403). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
If your plan closed, unclaimed balances usually went to an IRA in your name, to the PBGC's missing participants program, or to state unclaimed property. Here is how to check each one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.
What these numbers are
They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.