2023 Form 5500 filing — New Jersey Building Laborers Statewide Welfare 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 20241013181118NAL0026096001001) for New Jersey Building Laborers Statewide Welfare Fund, reported by Board Of Trustees, New Jersey Bldg Statewide Welfare Fd under EIN 22-1764453 and plan number 501. It reports 1,898 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013181118NAL0026096001001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, New Jersey Bldg Statewide Welfare Fd
- EIN
- 22-1764453
- Plan number
- 501
- Location
- Iselin, NJ
- Participants
- 1,898
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $116,333,323
- Total liabilities (EOY)
- $17,402,970
- Net assets (EOY)
- $98,930,353
- Employer contributions
- $36,291,450
- Participant contributions
- $1,570,940
- Total income / additions
- $45,677,073
- Benefits paid
- $34,820,022
- Administrative expenses
- $2,220,078
- Total expenses
- $37,040,100
- Net increase / (decrease)
- $8,636,973
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| United Healthcare Services Inc | NONE | $945,170 | $0 |
| Schultheis & Panettieri Llp | AUDITOR | $492,369 | not reported in the loaded dataset |
| Kroll Heineman Ptasiewicz & Parsons | ATTORNEY | $492,208 | not reported in the loaded dataset |
| Victoria Peterson-Mitchell | NONE | $246,157 | not reported in the loaded dataset |
| The Segal Co(Eastern States) Inc | NONE | $195,653 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $185,092 | not reported in the loaded dataset |
| Kimberly Kemple | NONE | $165,533 | not reported in the loaded dataset |
| Elite Technology Management LLC | NONE | $132,271 | not reported in the loaded dataset |
| Susan Dominguez | NONE | $117,840 | not reported in the loaded dataset |
| Maritza Perez | NONE | $100,642 | not reported in the loaded dataset |
| Connie Wilson | NONE | $94,897 | not reported in the loaded dataset |
| Barbara Alavena | NONE | $91,858 | not reported in the loaded dataset |
| Erasto Figueroa | NONE | $85,710 | not reported in the loaded dataset |
| Delta Dental Of New Jersey Inc | NONE | $82,423 | not reported in the loaded dataset |
| Jason Noa | NONE | $82,019 | not reported in the loaded dataset |
| Alicia Ramballi | NONE | $79,373 | not reported in the loaded dataset |
| Madoodri Rajban | NONE | $76,934 | not reported in the loaded dataset |
| Steven Huari | NONE | $75,789 | not reported in the loaded dataset |
| Walkidia Staten | NONE | $74,002 | not reported in the loaded dataset |
| Karen Boze | NONE | $72,074 | not reported in the loaded dataset |
| J.J. Pierson Esq | NONE | $72,000 | not reported in the loaded dataset |
| Susanin Widman & Brennan Pc | NONE | $67,976 | not reported in the loaded dataset |
| Maria Jarvis | NONE | $57,851 | not reported in the loaded dataset |
| Naomi Shiwbaran | NONE | $57,503 | not reported in the loaded dataset |
| Ellen Menjivar | NONE | $57,150 | not reported in the loaded dataset |
| F/M Investments LLC | NONE | $54,682 | $0 |
| Shawnee Dewitt | NONE | $51,186 | not reported in the loaded dataset |
| Nu-Century Prd LLC | NONE | $48,096 | not reported in the loaded dataset |
| Christina Mcguire | NONE | $42,958 | not reported in the loaded dataset |
| Western Asset Management | NONE | $42,321 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney LLC | NONE | $34,015 | not reported in the loaded dataset |
| Daniel Sandomenico | NONE | $33,121 | not reported in the loaded dataset |
| Express Scripts | NONE | $33,009 | not reported in the loaded dataset |
| Tracy Hansen | NONE | $28,850 | not reported in the loaded dataset |
| Segal Select Insurance Services Inc | NONE | $0 | $28,702 |
| Eyemed Vision Care LLC | NONE | $21,521 | not reported in the loaded dataset |
| Manning & Napier Advisors LLC | NONE | $17,119 | not reported in the loaded dataset |
| The Bank Of New York Mellon | NONE | $7,951 | $0 |
| Cyberdev Corporation | NONE | $7,685 | not reported in the loaded dataset |
| Union Labor Life Insurance Company | NONE | $0 | $0 |