2023 Form 5500 filing — Heavy And General Laborers' Local Unions 472 And 172 Of New Jersey 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 20250114101203NAL0019691873001) for Heavy And General Laborers' Local Unions 472 And 172 Of New Jersey Pension Fund, reported by Board Of Trustees H&Gl Local Unions 472 & 172 Of Nj Pension Fund under EIN 22-6032103 and plan number 001. It reports 13,438 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250114101203NAL0019691873001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees H&Gl Local Unions 472 & 172 Of Nj Pension Fund
- EIN
- 22-6032103
- Plan number
- 001
- Location
- Newark, NJ
- Participants
- 13,438
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,642,683,528
- Total liabilities (EOY)
- $34,222,001
- Net assets (EOY)
- $1,608,461,527
- Employer contributions
- $132,981,420
- Total income / additions
- $324,852,983
- Benefits paid
- $78,588,313
- Administrative expenses
- $4,323,535
- Total expenses
- $82,911,848
- Net increase / (decrease)
- $241,941,135
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Atalanta Sosnoff Capital, LLC | INVEST MGT - EMPLOYEE ORG | $667,063 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney LLC | CONSULTANT - EMPLOYEE ORG | $488,716 | not reported in the loaded dataset |
| Wcm Investment Management, LLC | NONE | $457,247 | not reported in the loaded dataset |
| Prudential Insurance Co. Of America | NONE | $436,003 | not reported in the loaded dataset |
| Manning & Napier Advisors, LLC | NONE | $339,561 | not reported in the loaded dataset |
| Boyd Watterson Asset Management LLC | NONE | $271,535 | not reported in the loaded dataset |
| Ullico Investment Advisors Inc. | NONE | $202,616 | not reported in the loaded dataset |
| Intercontinental Real Estate Corp | NONE | $180,038 | not reported in the loaded dataset |
| Union Labor Life Insurance Company | NONE | $140,923 | not reported in the loaded dataset |
| The Bank Of New York Mellon | ADMIN.TO PARTY-IN-INTERES | $130,311 | not reported in the loaded dataset |
| The Segal Company East St. , Inc. | NONE | $120,640 | not reported in the loaded dataset |
| The Northern Trust Company | NONE | $110,121 | not reported in the loaded dataset |
| Weaver C. Barksdale Associates,Inc. | NONE | $98,776 | not reported in the loaded dataset |
| Hulse & Associates, P.C. | AUDITOR - EMPLOYEE ORG | $93,750 | not reported in the loaded dataset |
| Rushmore Servicing, LLC | NONE | $38,394 | not reported in the loaded dataset |
| Zazzali P.C. | ATTORNEY - EMPLOYEE ORG | $23,481 | not reported in the loaded dataset |
| Susanin, Widman & Brennan, Pc | NONE | $18,327 | not reported in the loaded dataset |
| Cowen And Company LLC | NONE | $17,733 | not reported in the loaded dataset |
| Segal Select Insurance Services,Inc | NONE | not reported in the loaded dataset | $17,246 |
| Perfect Printing Solutions, Inc. | NONE | $12,839 | not reported in the loaded dataset |
| Bicc Systems, Inc. | INFO MGT. - EMPLOYEE ORG | $6,636 | not reported in the loaded dataset |
| Nu-Century Prod. LLC T/A Pdi | NONE | $5,184 | not reported in the loaded dataset |