Horizon Blue Cross Blue Shield of New Jersey 401(k) and pension plans

Horizon Blue Cross Blue Shield of New Jersey, Newark, NJ. EIN 22-0999690. Annual reports 2009–2024. Also filed as Horizon Healthcare Services, Inc; Horizon Healthcare Services, Inc.

Horizon Blue Cross Blue Shield of New Jersey has 2 active retirement plans on file. The largest is the Horizon Blue Cross Blue Shield of New Jersey Employees Savings and Investment Plan, with 6,998 participants and $1.5 billion in assets in 2024. Fidelity has been its recordkeeper since 2009.

Active plans: 2
Participants: 9,178
Plan assets: $1.8 billion
401(k) recordkeeper: Fidelity
Plans on file: 5
Industry: Finance and insurance

All 5 plans

Active plans first

Horizon Blue Cross Blue Shield of New Jersey Employees Savings and Investment Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 003Employer EIN 22-0999690
Participants (2024): 6,998
Net assets (2024): $1.5 billion
Recordkeeper: Fidelity2009–2024
Plan administrator: Horizon Blue Cross Blue Shield of New Jersey
Three Penn Plaza East PP 15A
Newark, NJ 07105
(973) 466-4000As filed for 2024
In effect since: July 1, 1980

Plans merged into this one: Horizon Blue Cross and Blue Shield of New Jersey Union Employees Savings and Investment Plan (2014).

Earlier plan names: Horizon Blue Cross Blue Shield of New Jersey Management Employees Savings and Investment Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	6,998	$1.5 billion	Fidelity
2023	6,802	$1.4 billion	Fidelity
2022	6,643	$1.2 billion	Fidelity
2021	6,809	$1.5 billion	Fidelity
2020	6,900	$1.3 billion	Fidelity
2019	6,545	$1.0 billion	Fidelity
2018	6,712	$821 million	Fidelity
2017	6,686	$824 million	Fidelity
2016	6,403	$661 million	Fidelity
2015	6,007	$579 million	Fidelity
2014	4,984	$559 million	Fidelity
2013	4,710	$476 million	Fidelity
2012	4,589	$379 million	Fidelity
2011	4,620	$307 million	Fidelity
2009	4,325	$215 million	Fidelity

Horizon Blue Cross Blue Shield of NJ Employees Retirement Plan II

Cash balance pension, frozenActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 005Employer EIN 22-0999690
Participants (2024): 2,180
Net assets (2024): $216 million
Plan administrator: Horizon Healthcare Services, Inc.
3 Penn Plaza E, Mail Station PP15A
Newark, NJ 07105
(973) 466-4000As filed for 2024
In effect since: September 15, 2021

Plans merged into this one: Horizon Blue Cross Blue Shield of NJ Employees Retirement Plan (2022).

Year by year, 2021 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	2,180	$216 million	not listed
2023	2,250	$224 million	not listed
2022	2,320	$225 million	not listed
2021	2,421	$267 million	not listed

Horizon Blue Cross Blue Shield of NJ Employees Retirement Plan

Cash balance pension, frozenMerged

Merged. In 2022 its assets moved to the Horizon Blue Cross Blue Shield of New Jersey Employees Retirement Plan II, sponsored by Horizon Blue Cross Blue Shield of New Jersey (EIN 22-0999690, plan 005). Accounts moved with them, so that plan is the one to contact.

Plan number: 001Employer EIN 22-0999690
Participants (2021): 142
Net assets (2021): $14.0 million
Last listed administrator: ConduentEarlier: Excelleratehro (2009)
Plan administrator: Horizon Healthcare Services, Inc.
3 Penn Plaza E, Mail Station PP15A
Newark, NJ 07105
(973) 466-4000As filed for 2022
In effect since: May 1, 1951

Plans merged into this one: Horizon Blue Cross Blue Shield of NJ Union Employees Retirement Plan (2011).

Earlier plan names: Horizon Blue Cross Blue Shield of NJ Management Employees Retirement Plan.

Year by year, 2009 to 2022

Plan year	Participants	Net assets	Recordkeeper
2022	0	$0	not listed
2021	142	$14.0 million	not listed
2020	3,828	$377 million	not listed
2019	3,973	$363 million	not listed
2018	4,035	$343 million	not listed
2017	4,201	$374 million	not listed
2016	4,451	$365 million	not listed
2015	4,934	$353 million	not listed
2014	5,122	$384 million	not listed
2013	5,295	$362 million	Conduent
2012	5,575	$376 million	Conduent
2011	5,771	$342 million	Conduent
2010	5,001	$269 million	Conduent
2009	4,527	$250 million	Excelleratehro

Horizon Blue Cross and Blue Shield of New Jersey Union Employees Savings and Investment Plan

401(k)Merged

Merged. In 2014 its assets moved to the Horizon Blue Cross Blue Shield of New Jersey Management Employees Savings and Investment Plan, sponsored by Horizon Blue Cross Blue Shield of New Jersey (EIN 22-0999690, plan 003). Accounts moved with them, so that plan is the one to contact.

Plan number: 004Employer EIN 22-0999690
Participants (2013): 1,301
Net assets (2013): $45.2 million
Recordkeeper: Fidelity2009–2014
Plan administrator: Horizon Blue Cross Blue Shield of New Jersey
Three Penn Plaza East
Newark, NJ 07105
(973) 466-4000As filed for 2014
In effect since: January 1, 1989

Year by year, 2009 to 2014

Plan year	Participants	Net assets	Recordkeeper
2014	0	$0	Fidelity
2013	1,301	$45.2 million	Fidelity
2012	1,428	$37.6 million	Fidelity
2011	1,504	$31.0 million	Fidelity
2009	1,324	$21.7 million	Fidelity

Horizon Blue Cross Blue Shield of NJ Union Employees Retirement Plan

Cash balance pensionMerged

Merged. In 2011 its assets moved to the Horizon Blue Cross Blue Shield of NJ MGMT Employees Retirement Plan, sponsored by Horizon Blue Cross Blue Shield of New Jersey (EIN 22-0999690, plan 001). Accounts moved with them, so that plan is the one to contact.

Plan number: 002Employer EIN 22-0999690
Participants (2010): 2,970
Net assets (2010): $60.7 million
Administered by: ConduentEarlier: Excelleratehro (2009)
Plan administrator: Horizon Healthcare Services, Inc
3 Penn Plaza E, Mail Station PP06Y
Newark, NJ 07015
(973) 466-4000As filed for 2011
In effect since: May 1, 1955

Year by year, 2009 to 2011

Plan year	Participants	Net assets	Recordkeeper
2011	0	$0	Conduent
2010	2,970	$60.7 million	Conduent
2009	2,754	$58.7 million	Excelleratehro

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Horizon Blue Cross Blue Shield of New Jersey Employees Savings and Investment 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) 466-4000). 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.
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.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.