North Brunswick, NJ Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, North Brunswick, NJ has 29 loaded benefit plan(s) reported by 21 plan sponsor(s), with $615,067,057 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
29
Plan sponsors
21
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$615,067,057
Total reported liabilities (EOY)
$2,338,422
Total reported net assets (EOY)
$614,200,538

Contributions & income

Employer contributions
$13,141,924
Participant contributions
$4,927,221
Total income / additions
$87,901,217

Expenses & distributions

Benefits paid / distributions
$57,014,199
Total expenses
$62,051,464
Net increase / (decrease)
$25,849,753

Coverage

Total reported participants
8,930
Plans with financial statements
21
Plans with provider compensation
12

Totals sum the latest loaded 2023 public Form 5500 filing per plan for North Brunswick, NJ plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Largest loaded plans in North Brunswick, NJ
PlanSponsorReported assets (EOY)Year
Defined Benefit Plan Of The Mid-Jersey Trucking Industry And Teamsters Local 701 Pension And Annuity FundDefined Benefit Plan Of The Mid-Jersey Trucking Industry And Teamsters$337,507,5152023
Bakery Drivers & Salesmen Local 194 & Industry Pension FundTrustees Bakery Drivers & Salesmen Local 194 & Industry Pension Fund$124,342,4522023
Brazill Brothers & Assoc., Inc Employee Stock Ownership PlanBrazill Brothers & Assoc., Inc$24,836,1682023
High Grade Beverage 401(K) PlanHigh Grade Beverage$19,825,1172023
Defined Contribution Plan Of The Mid-Jersey Trucking Industry And Teamsters Local 701 Pension And Annuity FundDefined Contribution Plan Of The Mid Jersey Trucking Industry And Team$15,025,5242023
High Grade Beverage Union Pension PlanHigh Grade Beverage Co.$14,560,6572023
Hermann Services, Inc. 401(K) Salary Savings PlanHermann Services, Inc.$14,235,7322023
High Grade Beverage Retirement FundHigh Grade Beverage Co.$10,995,8692023
Mid-Jersey Trucking Industry And Teamsters Local 701 Welfare FundMid-Jersey Trucking Industry And Teamsters Local 701 Welfare Fund$9,826,0632023
Central Jersey Family Health Consortium 403(B) Pension PlanCentral Jersey Family Health Consortium$9,026,1642023
Us Pharma Lab, Inc. 401(K) PlanUs Pharma Lab, Inc.$9,022,7192023
Spantech Software, Inc. 401(K) PlanSpantech Software, Inc.$8,952,0322023
Coordinated Family Care 401(K) PlanCoordinated Family Care Of Middlesex County$5,742,1142023
Smartly 401 (K) PlanSmartly, Inc.$3,696,7742023
Teamsters Local 418 Pension PlanTeamsters Local 418 Pension Fund$3,073,9032023
Ira S Rosen 401(K) Profit Sharing Plan & TrustIra S Rosen$2,159,2852023
Brunswick Periodontal Assoc 401(K) Profit Sharing Plan & TrustBrunswick Periodontal Assoc$960,4842023
On Target Staffing, LLC 401(K) Profit Sharing PlanOn Target Staffing, LLC$659,0902023
Jak Ventures, Inc. Retirement PlanJak Ventures, Inc.$595,7632023
Ohm Spas, Inc. 401(K) PlanOhm Spas, Inc.$23,6322023
Summit Motor Products Inc. 401(K) PlanSmp Inc., T/A Summit Motor Products$02023
Protapes & Specialties Ancillary PlanPro Tapes, LLCnot reported in the loaded dataset2023
Capacity LLC Dental And Vision PlanCapacity LLCnot reported in the loaded dataset2023
Capacity LLC Health Reimbursement Account PlanCapacity LLCnot reported in the loaded dataset2023
High Grade Beverage Co. Employee Benefits PlanHigh Grade Beverage Co.not reported in the loaded dataset2023

Related Form 5500 pages