2023 Form 5500 filing — Heavy & General Laborers' Local 472 & Local 172 Of Nj- 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 20250114103132NAL0010892291001) for Heavy & General Laborers' Local 472 & Local 172 Of Nj- Welfare Fund, reported by Board Of Trustees, Heavy & General Laborers Welfare Fund Of New Jersey under EIN 22-1481564 and plan number 501. It reports 9,597 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250114103132NAL0010892291001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Heavy & General Laborers Welfare Fund Of New Jersey
- EIN
- 22-1481564
- Plan number
- 501
- Location
- Newark, NJ
- Participants
- 9,597
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $356,759,473
- Total liabilities (EOY)
- $61,442,267
- Net assets (EOY)
- $295,317,206
- Employer contributions
- $154,405,245
- Participant contributions
- $55,004,019
- Total income / additions
- $257,352,369
- Benefits paid
- $224,776,797
- Administrative expenses
- $5,777,810
- Total expenses
- $230,554,607
- Net increase / (decrease)
- $26,797,762
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Meritain Health, Inc. | NONE | $2,924,033 | not reported in the loaded dataset |
| Zazzali Fagella Nowak, Kleinbaum & | NONE | $376,842 | not reported in the loaded dataset |
| Beverly Ceaser | NONE | $260,086 | not reported in the loaded dataset |
| Thomas Cotov | NONE | $242,130 | not reported in the loaded dataset |
| Vincent P Riccardi | NONE | $214,315 | not reported in the loaded dataset |
| Charles Ferns | NONE | $191,596 | not reported in the loaded dataset |
| Russell A Bley | NONE | $190,982 | not reported in the loaded dataset |
| Carlos Deoliveira | NONE | $159,369 | not reported in the loaded dataset |
| Glenn Kenyon | NONE | $158,760 | not reported in the loaded dataset |
| Susie Lopes | NONE | $150,988 | not reported in the loaded dataset |
| Theresa Calamari | NONE | $139,472 | not reported in the loaded dataset |
| Nicholas Bunero | NONE | $131,023 | not reported in the loaded dataset |
| Amy M Hibbs | NONE | $128,862 | not reported in the loaded dataset |
| The Segal Company (Eastern States) | NONE | $122,990 | not reported in the loaded dataset |
| Atalanta Sosnoff Capital LLC | NONE | $118,162 | $1,622 |
| Mark A Griffith | NONE | $119,020 | not reported in the loaded dataset |
| Western Asset Management Company | NONE | $110,835 | not reported in the loaded dataset |
| The Bank Of Ny Mellon | NONE | $106,609 | $0 |
| Marta Vieira | NONE | $106,283 | not reported in the loaded dataset |
| Francisca Pego | NONE | $105,980 | not reported in the loaded dataset |
| Vincent Chiariello | NONE | $103,507 | not reported in the loaded dataset |
| Bruno C Graca | NONE | $101,810 | not reported in the loaded dataset |
| Michael Giammarino | NONE | $100,715 | not reported in the loaded dataset |
| Elena B Soares | NONE | $100,275 | not reported in the loaded dataset |
| Sharon A Sillen | NONE | $95,813 | not reported in the loaded dataset |
| Maria A Ahedo | NONE | $90,354 | not reported in the loaded dataset |
| Ullico | NONE | $86,184 | not reported in the loaded dataset |
| Monica J. Cacoilo | NONE | $83,962 | not reported in the loaded dataset |
| Robert Calamari | NONE | $82,000 | not reported in the loaded dataset |
| Claudia Caetano | NONE | $81,989 | not reported in the loaded dataset |
| Sandra Oliveira | NONE | $78,534 | not reported in the loaded dataset |
| Schultheis & Panettieri Llp | NONE | $76,650 | not reported in the loaded dataset |
| Jennifer Teixeira | NONE | $72,405 | not reported in the loaded dataset |
| Rui P Teixeira | NONE | $71,010 | not reported in the loaded dataset |
| Barksdale Investment Management Inc | NONE | $66,548 | not reported in the loaded dataset |
| Cynthia Parker | NONE | $62,778 | not reported in the loaded dataset |
| Angelini, Viniar & Freedman, Llp | NONE | $59,718 | not reported in the loaded dataset |
| Susan R Tanz | NONE | $53,052 | not reported in the loaded dataset |
| J.J. Pierson, Esq. | NONE | $53,000 | not reported in the loaded dataset |
| Rachelle Chiariello | NONE | $51,257 | not reported in the loaded dataset |
| Danielle Gammon | NONE | $50,223 | not reported in the loaded dataset |
| Lucinda Desousa | NONE | $45,000 | not reported in the loaded dataset |
| Stephanie Baptista | NONE | $44,940 | not reported in the loaded dataset |
| Crystal Millan | NONE | $44,458 | not reported in the loaded dataset |
| Graystone Consulting, LLC | NONE | $43,321 | not reported in the loaded dataset |
| Staphanie Dias | NONE | $40,323 | not reported in the loaded dataset |
| Maria Vieira | NONE | $39,951 | not reported in the loaded dataset |
| Natalie Graca | NONE | $38,791 | not reported in the loaded dataset |
| Susanin, Widman & Brennan, Pc | NONE | $38,179 | not reported in the loaded dataset |
| Ashley Caetano | NONE | $37,848 | not reported in the loaded dataset |
| Carola Marinha | NONE | $36,219 | not reported in the loaded dataset |
| Manning & Napier Advisors LLC | NONE | $35,857 | not reported in the loaded dataset |
| Kaitlyn L Ferreira | NONE | $34,980 | not reported in the loaded dataset |
| Diane Glancey | NONE | $34,409 | not reported in the loaded dataset |
| Lawrence E Carpinello | NONE | $33,794 | not reported in the loaded dataset |
| Alexander Rinaldi, Esq. | NONE | $28,964 | not reported in the loaded dataset |
| Raquel Griffith | NONE | $26,484 | not reported in the loaded dataset |
| Bicc Systems Inc | NONE | $10,368 | not reported in the loaded dataset |