2023 Form 5500 filing — Defined Benefit Plan Of The Mid-Jersey Trucking Industry And Teamsters Local 701 Pension And 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 20250317155437NAL0001813121001) for Defined Benefit Plan Of The Mid-Jersey Trucking Industry And Teamsters Local 701 Pension And Annuity Fund, reported by Defined Benefit Plan Of The Mid-Jersey Trucking Industry And Teamsters under EIN 13-6043977 and plan number 001. It reports 1,518 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250317155437NAL0001813121001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Defined Benefit Plan Of The Mid-Jersey Trucking Industry And Teamsters
- EIN
- 13-6043977
- Plan number
- 001
- Location
- North Brunswick, NJ
- Participants
- 1,518
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $337,507,515
- Total liabilities (EOY)
- $1,217,444
- Net assets (EOY)
- $336,290,071
- Employer contributions
- $2,526,105
- Total income / additions
- $35,025,979
- Benefits paid
- $28,378,809
- Administrative expenses
- $1,923,010
- Total expenses
- $30,301,819
- Net increase / (decrease)
- $4,724,160
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Great Lakes Advisors, LLC | NONE | $243,296 | not reported in the loaded dataset |
| Loomis Sayles Trust Company | NONE | $236,780 | not reported in the loaded dataset |
| Slevin & Hart, P.C. | NONE | $98,227 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $92,228 | $0 |
| Kenneth Carr | EMPLOYEE | $90,972 | not reported in the loaded dataset |
| Fidelity Institutional Asset Mgmt. | NONE | $85,748 | not reported in the loaded dataset |
| Nepc, LLC | NONE | $82,719 | not reported in the loaded dataset |
| Giancarlo Prezioso | EMPLOYEE | $76,172 | not reported in the loaded dataset |
| First Actuarial Consulting, Inc. | NONE | $73,476 | not reported in the loaded dataset |
| Paul A. Montalbano, Esq., LLC | ATTORNEY FOR LOCAL 701 | $69,395 | not reported in the loaded dataset |
| Groom Law Group, Chartered | NONE | $67,654 | not reported in the loaded dataset |
| Nellie Lake | EMPLOYEE | $40,768 | $0 |
| Villanova Investment Management Com | NONE | $37,302 | not reported in the loaded dataset |
| Mspc, Cpas & Advisors, P.C. | ACCOUNTANT FOR LOCAL 701 | $37,023 | not reported in the loaded dataset |
| Robert Mcmahon | EMPLOYEE | $27,418 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $23,221 | not reported in the loaded dataset |
| Tfuf Enterprises, LLC | NONE | $23,050 | not reported in the loaded dataset |
| Bernzott Capital Advisors | NONE | $21,670 | not reported in the loaded dataset |
| Columbia Management Investment Advi | NONE | $18,034 | not reported in the loaded dataset |
| Divi Electric Inc | NONE | $10,320 | not reported in the loaded dataset |
| Ernest Soehl | TRUSTEE | $6,000 | not reported in the loaded dataset |
| Lamar Beinhower | TRUSTEE | $6,000 | not reported in the loaded dataset |
| B Safe, LLC | NONE | $5,230 | not reported in the loaded dataset |