2023 Form 5500 filing — Trucking Employees Of North Jersey Annuity 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 20241015163430NAL0029122465001) for Trucking Employees Of North Jersey Annuity Fund, reported by Trucking Employees Of North Jersey Annuity Fund under EIN 22-3081442 and plan number 001. It reports 584 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015163430NAL0029122465001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trucking Employees Of North Jersey Annuity Fund
- EIN
- 22-3081442
- Plan number
- 001
- Location
- Elmwood Park, NJ
- Participants
- 584
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $52,760,470
- Total liabilities (EOY)
- $24,070
- Net assets (EOY)
- $52,736,400
- Employer contributions
- $5,259,498
- Total income / additions
- $13,815,256
- Benefits paid
- $5,728,145
- Administrative expenses
- $312,090
- Total expenses
- $6,040,235
- Net increase / (decrease)
- $7,775,021
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tenj Welfare Fund | REL EMPLOYEE BEN PLAN | $117,718 | not reported in the loaded dataset |
| Lincoln National Corporation | RECORDKEEPER | $93,848 | $0 |
| Buchbinder Tunick & Company Llp | PROVIDES SRVS FOR REL EBP | $16,427 | not reported in the loaded dataset |
| David W. New P.C. | PROVIDES SRVS FOR REL EBP | $9,995 | not reported in the loaded dataset |
| Innovative Software Solution | PROVIDES SRVS FOR REL EBP | $9,850 | not reported in the loaded dataset |
| Cohen, Leder, Montalbano & Grossman | PROVIDES SRVS FOR REL EBP | $9,383 | not reported in the loaded dataset |
| Jenda Technologies | not reported in the loaded dataset | $5,205 | not reported in the loaded dataset |
| The Segal Company | PROVIDES SRVS FOR REL EBP | $5,000 | not reported in the loaded dataset |