2023 Form 5500 filing — New Jersey Building Laborers Statewide Pension Fund
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241010125354NAL0034069296001) for New Jersey Building Laborers Statewide Pension Fund, reported by Bd Of Trustees New Jersey Building Laborers Statewide Pension Fund under EIN 22-6077693 and plan number 001. It reports 7,198 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010125354NAL0034069296001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Of Trustees New Jersey Building Laborers Statewide Pension Fund
- EIN
- 22-6077693
- Plan number
- 001
- Location
- Iselin, NJ
- Participants
- 7,198
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $520,298,134
- Total liabilities (EOY)
- $9,778,481
- Net assets (EOY)
- $510,519,653
- Employer contributions
- $39,220,371
- Total income / additions
- $89,624,437
- Benefits paid
- $63,773,277
- Administrative expenses
- $3,166,534
- Total expenses
- $66,939,811
- Net increase / (decrease)
- $22,684,626
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Atalanta Sosnoff Capital LLC | NONE | $199,352 | $0 |
| Ullico Investment Advisors Inc | NONE | $181,267 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney LLC | NONE | $179,568 | not reported in the loaded dataset |
| The Segal Co (Eastern States) Inc | NONE | $155,069 | not reported in the loaded dataset |
| Kroll Heineman Ptasiewicz & Parsons | ATTORNEY | $117,314 | not reported in the loaded dataset |
| Gw&K Investment Management, LLC | NONE | $94,837 | not reported in the loaded dataset |
| Schultheis & Panettieri Llp | AUDITOR | $77,200 | not reported in the loaded dataset |
| Susanin Widman & Brennan Pc | NONE | $68,594 | not reported in the loaded dataset |
| Manning & Napier Advisors LLC | NONE | $62,734 | not reported in the loaded dataset |
| F/M Investments LLC | NONE | $52,304 | $0 |
| The Bank Of New York Mellon | NONE | $50,096 | $0 |
| Weaver C. Barksdale & Associates In | NONE | $38,353 | not reported in the loaded dataset |
| Proxy Vote Plus Holdings Inc | NONE | $6,000 | not reported in the loaded dataset |
| Union Labor Life Insurance Company | NONE | $0 | $0 |