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Barnabas Health
The Saint Barnabas Pension Plan was established in 1971 to deliver retirement benefits to Barnabas Health employees. It operates as a defined benefit vehicle...
Barnabas Health
The Saint Barnabas Pension Plan was established in 1971 to deliver retirement benefits to Barnabas Health employees. It operates as a defined benefit vehicle funded entirely by the health system. The plan targets private equity alongside hedge funds within its long-term investment portfolio. Confirmed holdings include positions in the RWJBarnabas Health Corporate Headquarters and Cooperman Barnabas Medical Center. Geographic exposure centers on New Jersey with additional activity across the United States. The system maintains two foundations that support clinical programs and community health initiatives. Kathleen Jacobs directs the $8 billion system investment strategy that encompasses the pension assets. The plan sits inside a larger health system whose governance links operating hospitals directly to investment decisions through the same leadership structure.
General information
Firm type
Pension Fund
Year founded
1971
Location
Region
North America
Country
United States
City
Oceanport
Corporate office
2 Crescent Place, Oceanport, NJ 07757, United States
Principals
Kathleen Jacobs
Chief Investment Officer
Sector focus
Frequently asked questions
Who runs investment decisions at Barnabas Health?
Kathleen Jacobs serves as Chief Investment Officer and directs the $8 billion system investment strategy that includes the pension plan.
What asset classes does the Barnabas Health pension plan use?
The plan allocates to private equity and hedge funds within its long-term investment portfolio while maintaining a liquidity requirement of at least 40 percent in daily or monthly instruments.
Does Barnabas Health participate in direct deals or fund commitments?
The plan holds direct ownership in multiple hospital and medical office properties in New Jersey and maintains limited partner exposure to a venture capital fund portfolio.
Where does the Barnabas Health pension plan invest geographically?
All disclosed real estate assets and operating holdings are located in New Jersey, with the broader investment portfolio spanning the United States.
How is the Barnabas Health pension plan governed relative to the health system?
The plan is a non-contributory defined benefit vehicle embedded within RWJBarnabas Health and shares the same chief investment officer and board oversight as the system's operating assets.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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