Defined Benefit Plan Of The Mid-Jersey Trucking Industry And Teamsters Local 701 Pension And Annuity Fund — Form 5500 plan (Defined Benefit Plan Of The Mid-Jersey Trucking Industry And Teamsters)
Plain-English plan 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, Defined Benefit Plan Of The Mid-Jersey Trucking Industry And Teamsters Local 701 Pension And Annuity Fund is a benefit plan reported by Defined Benefit Plan Of The Mid-Jersey Trucking Industry And Teamsters under EIN 13-6043977 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,518 participants and $337,507,515 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Defined Benefit Plan Of The Mid-Jersey Trucking Industry And Teamsters
- EIN
- 13-6043977
- Plan number
- 001
- Plan type
- 1
- Location
- North Brunswick, NJ
- Latest filing year
- 2023
- Participants
- 1,518
- End-of-year plan assets
- $337,507,515
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,518 | H, C | 20250317155437NAL0001813121001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $337,507,515
- Total liabilities (EOY)
- $1,217,444
- Net assets (EOY)
- $336,290,071
- Net assets (BOY)
- $331,565,911
Income & contributions
- Employer contributions
- $2,526,105
- Total contributions
- $2,526,105
- Total income / additions
- $35,025,979
Expenses & distributions
- Benefits paid
- $28,378,809
- Administrative expenses
- $1,923,010
- Total expenses
- $30,301,819
- Net increase / (decrease)
- $4,724,160
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Great Lakes Advisors, LLC | NONE | $243,296 | not reported in the loaded dataset | 2023 |
| Loomis Sayles Trust Company | NONE | $236,780 | not reported in the loaded dataset | 2023 |
| Slevin & Hart, P.C. | NONE | $98,227 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $92,228 | $0 | 2023 |
| Kenneth Carr | EMPLOYEE | $90,972 | not reported in the loaded dataset | 2023 |
| Fidelity Institutional Asset Mgmt. | NONE | $85,748 | not reported in the loaded dataset | 2023 |
| Nepc, LLC | NONE | $82,719 | not reported in the loaded dataset | 2023 |
| Giancarlo Prezioso | EMPLOYEE | $76,172 | not reported in the loaded dataset | 2023 |
| First Actuarial Consulting, Inc. | NONE | $73,476 | not reported in the loaded dataset | 2023 |
| Paul A. Montalbano, Esq., LLC | ATTORNEY FOR LOCAL 701 | $69,395 | not reported in the loaded dataset | 2023 |
| Groom Law Group, Chartered | NONE | $67,654 | not reported in the loaded dataset | 2023 |
| Nellie Lake | EMPLOYEE | $40,768 | $0 | 2023 |
| Villanova Investment Management Com | NONE | $37,302 | not reported in the loaded dataset | 2023 |
| Mspc, Cpas & Advisors, P.C. | ACCOUNTANT FOR LOCAL 701 | $37,023 | not reported in the loaded dataset | 2023 |
| Robert Mcmahon | EMPLOYEE | $27,418 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $23,221 | not reported in the loaded dataset | 2023 |
| Tfuf Enterprises, LLC | NONE | $23,050 | not reported in the loaded dataset | 2023 |
| Bernzott Capital Advisors | NONE | $21,670 | not reported in the loaded dataset | 2023 |
| Columbia Management Investment Advi | NONE | $18,034 | not reported in the loaded dataset | 2023 |
| Divi Electric Inc | NONE | $10,320 | not reported in the loaded dataset | 2023 |
| Ernest Soehl | TRUSTEE | $6,000 | not reported in the loaded dataset | 2023 |
| Lamar Beinhower | TRUSTEE | $6,000 | not reported in the loaded dataset | 2023 |
| B Safe, LLC | NONE | $5,230 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Defined Benefit Plan Of The Mid-Jersey Trucking Industry And Teamsters
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in North Brunswick, NJ
- Great Lakes Advisors, LLC — Schedule C compensation
- Loomis Sayles Trust Company — Schedule C compensation
- Slevin & Hart, P.C. — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Kenneth Carr — Schedule C compensation
- Fidelity Institutional Asset Mgmt. — Schedule C compensation
- Nepc, LLC — Schedule C compensation
- Giancarlo Prezioso — Schedule C compensation
- First Actuarial Consulting, Inc. — Schedule C compensation
- Paul A. Montalbano, Esq., LLC — Schedule C compensation
- Groom Law Group, Chartered — Schedule C compensation
- Nellie Lake — Schedule C compensation
- Villanova Investment Management Com — Schedule C compensation
- Mspc, Cpas & Advisors, P.C. — Schedule C compensation
- Robert Mcmahon — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Tfuf Enterprises, LLC — Schedule C compensation
- Bernzott Capital Advisors — Schedule C compensation
- Columbia Management Investment Advi — Schedule C compensation
- Divi Electric Inc — Schedule C compensation
- Ernest Soehl — Schedule C compensation
- Lamar Beinhower — Schedule C compensation
- B Safe, LLC — Schedule C compensation