Heavy & General Laborers' Local 472 & Local 172 Of Nj- Welfare Fund — Form 5500 plan (Board Of Trustees, Heavy & General Laborers Welfare Fund Of New Jersey)
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, Heavy & General Laborers' Local 472 & Local 172 Of Nj- Welfare Fund is a benefit plan reported by Board Of Trustees, Heavy & General Laborers Welfare Fund Of New Jersey under EIN 22-1481564 and plan number 501. The latest loaded filing year is 2023. The filing reports 9,597 participants and $356,759,473 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Heavy & General Laborers Welfare Fund Of New Jersey
- EIN
- 22-1481564
- Plan number
- 501
- Plan type
- 1
- Location
- Newark, NJ
- Latest filing year
- 2023
- Participants
- 9,597
- End-of-year plan assets
- $356,759,473
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9,597 | H, C | 20250114103132NAL0010892291001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $356,759,473
- Total liabilities (EOY)
- $61,442,267
- Net assets (EOY)
- $295,317,206
- Net assets (BOY)
- $268,519,444
Income & contributions
- Employer contributions
- $154,405,245
- Participant contributions
- $55,004,019
- Total contributions
- $209,409,264
- Total income / additions
- $257,352,369
Expenses & distributions
- Benefits paid
- $224,776,797
- Administrative expenses
- $5,777,810
- Total expenses
- $230,554,607
- Net increase / (decrease)
- $26,797,762
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Meritain Health, Inc. | NONE | $2,924,033 | not reported in the loaded dataset | 2023 |
| Zazzali Fagella Nowak, Kleinbaum & | NONE | $376,842 | not reported in the loaded dataset | 2023 |
| Beverly Ceaser | NONE | $260,086 | not reported in the loaded dataset | 2023 |
| Thomas Cotov | NONE | $242,130 | not reported in the loaded dataset | 2023 |
| Vincent P Riccardi | NONE | $214,315 | not reported in the loaded dataset | 2023 |
| Charles Ferns | NONE | $191,596 | not reported in the loaded dataset | 2023 |
| Russell A Bley | NONE | $190,982 | not reported in the loaded dataset | 2023 |
| Carlos Deoliveira | NONE | $159,369 | not reported in the loaded dataset | 2023 |
| Glenn Kenyon | NONE | $158,760 | not reported in the loaded dataset | 2023 |
| Susie Lopes | NONE | $150,988 | not reported in the loaded dataset | 2023 |
| Theresa Calamari | NONE | $139,472 | not reported in the loaded dataset | 2023 |
| Nicholas Bunero | NONE | $131,023 | not reported in the loaded dataset | 2023 |
| Amy M Hibbs | NONE | $128,862 | not reported in the loaded dataset | 2023 |
| The Segal Company (Eastern States) | NONE | $122,990 | not reported in the loaded dataset | 2023 |
| Atalanta Sosnoff Capital LLC | NONE | $118,162 | $1,622 | 2023 |
| Mark A Griffith | NONE | $119,020 | not reported in the loaded dataset | 2023 |
| Western Asset Management Company | NONE | $110,835 | not reported in the loaded dataset | 2023 |
| The Bank Of Ny Mellon | NONE | $106,609 | $0 | 2023 |
| Marta Vieira | NONE | $106,283 | not reported in the loaded dataset | 2023 |
| Francisca Pego | NONE | $105,980 | not reported in the loaded dataset | 2023 |
| Vincent Chiariello | NONE | $103,507 | not reported in the loaded dataset | 2023 |
| Bruno C Graca | NONE | $101,810 | not reported in the loaded dataset | 2023 |
| Michael Giammarino | NONE | $100,715 | not reported in the loaded dataset | 2023 |
| Elena B Soares | NONE | $100,275 | not reported in the loaded dataset | 2023 |
| Sharon A Sillen | NONE | $95,813 | not reported in the loaded dataset | 2023 |
| Maria A Ahedo | NONE | $90,354 | not reported in the loaded dataset | 2023 |
| Ullico | NONE | $86,184 | not reported in the loaded dataset | 2023 |
| Monica J. Cacoilo | NONE | $83,962 | not reported in the loaded dataset | 2023 |
| Robert Calamari | NONE | $82,000 | not reported in the loaded dataset | 2023 |
| Claudia Caetano | NONE | $81,989 | not reported in the loaded dataset | 2023 |
| Sandra Oliveira | NONE | $78,534 | not reported in the loaded dataset | 2023 |
| Schultheis & Panettieri Llp | NONE | $76,650 | not reported in the loaded dataset | 2023 |
| Jennifer Teixeira | NONE | $72,405 | not reported in the loaded dataset | 2023 |
| Rui P Teixeira | NONE | $71,010 | not reported in the loaded dataset | 2023 |
| Barksdale Investment Management Inc | NONE | $66,548 | not reported in the loaded dataset | 2023 |
| Cynthia Parker | NONE | $62,778 | not reported in the loaded dataset | 2023 |
| Angelini, Viniar & Freedman, Llp | NONE | $59,718 | not reported in the loaded dataset | 2023 |
| Susan R Tanz | NONE | $53,052 | not reported in the loaded dataset | 2023 |
| J.J. Pierson, Esq. | NONE | $53,000 | not reported in the loaded dataset | 2023 |
| Rachelle Chiariello | NONE | $51,257 | not reported in the loaded dataset | 2023 |
| Danielle Gammon | NONE | $50,223 | not reported in the loaded dataset | 2023 |
| Lucinda Desousa | NONE | $45,000 | not reported in the loaded dataset | 2023 |
| Stephanie Baptista | NONE | $44,940 | not reported in the loaded dataset | 2023 |
| Crystal Millan | NONE | $44,458 | not reported in the loaded dataset | 2023 |
| Graystone Consulting, LLC | NONE | $43,321 | not reported in the loaded dataset | 2023 |
| Staphanie Dias | NONE | $40,323 | not reported in the loaded dataset | 2023 |
| Maria Vieira | NONE | $39,951 | not reported in the loaded dataset | 2023 |
| Natalie Graca | NONE | $38,791 | not reported in the loaded dataset | 2023 |
| Susanin, Widman & Brennan, Pc | NONE | $38,179 | not reported in the loaded dataset | 2023 |
| Ashley Caetano | NONE | $37,848 | not reported in the loaded dataset | 2023 |
| Carola Marinha | NONE | $36,219 | not reported in the loaded dataset | 2023 |
| Manning & Napier Advisors LLC | NONE | $35,857 | not reported in the loaded dataset | 2023 |
| Kaitlyn L Ferreira | NONE | $34,980 | not reported in the loaded dataset | 2023 |
| Diane Glancey | NONE | $34,409 | not reported in the loaded dataset | 2023 |
| Lawrence E Carpinello | NONE | $33,794 | not reported in the loaded dataset | 2023 |
| Alexander Rinaldi, Esq. | NONE | $28,964 | not reported in the loaded dataset | 2023 |
| Raquel Griffith | NONE | $26,484 | not reported in the loaded dataset | 2023 |
| Bicc Systems Inc | NONE | $10,368 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Heavy & General Laborers Welfare Fund Of New Jersey
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Newark, NJ
- Meritain Health, Inc. — Schedule C compensation
- Zazzali Fagella Nowak, Kleinbaum & — Schedule C compensation
- Beverly Ceaser — Schedule C compensation
- Thomas Cotov — Schedule C compensation
- Vincent P Riccardi — Schedule C compensation
- Charles Ferns — Schedule C compensation
- Russell A Bley — Schedule C compensation
- Carlos Deoliveira — Schedule C compensation
- Glenn Kenyon — Schedule C compensation
- Susie Lopes — Schedule C compensation
- Theresa Calamari — Schedule C compensation
- Nicholas Bunero — Schedule C compensation
- Amy M Hibbs — Schedule C compensation
- The Segal Company (Eastern States) — Schedule C compensation
- Atalanta Sosnoff Capital LLC — Schedule C compensation
- Mark A Griffith — Schedule C compensation
- Western Asset Management Company — Schedule C compensation
- The Bank Of Ny Mellon — Schedule C compensation
- Marta Vieira — Schedule C compensation
- Francisca Pego — Schedule C compensation
- Vincent Chiariello — Schedule C compensation
- Bruno C Graca — Schedule C compensation
- Michael Giammarino — Schedule C compensation
- Elena B Soares — Schedule C compensation
- Sharon A Sillen — Schedule C compensation
- Maria A Ahedo — Schedule C compensation
- Ullico — Schedule C compensation
- Monica J. Cacoilo — Schedule C compensation
- Robert Calamari — Schedule C compensation
- Claudia Caetano — Schedule C compensation
- Sandra Oliveira — Schedule C compensation
- Schultheis & Panettieri Llp — Schedule C compensation
- Jennifer Teixeira — Schedule C compensation
- Rui P Teixeira — Schedule C compensation
- Barksdale Investment Management Inc — Schedule C compensation
- Cynthia Parker — Schedule C compensation
- Angelini, Viniar & Freedman, Llp — Schedule C compensation
- Susan R Tanz — Schedule C compensation
- J.J. Pierson, Esq. — Schedule C compensation
- Rachelle Chiariello — Schedule C compensation
- Danielle Gammon — Schedule C compensation
- Lucinda Desousa — Schedule C compensation
- Stephanie Baptista — Schedule C compensation
- Crystal Millan — Schedule C compensation
- Graystone Consulting, LLC — Schedule C compensation
- Staphanie Dias — Schedule C compensation
- Maria Vieira — Schedule C compensation
- Natalie Graca — Schedule C compensation
- Susanin, Widman & Brennan, Pc — Schedule C compensation
- Ashley Caetano — Schedule C compensation
- Carola Marinha — Schedule C compensation
- Manning & Napier Advisors LLC — Schedule C compensation
- Kaitlyn L Ferreira — Schedule C compensation
- Diane Glancey — Schedule C compensation
- Lawrence E Carpinello — Schedule C compensation
- Alexander Rinaldi, Esq. — Schedule C compensation
- Raquel Griffith — Schedule C compensation
- Bicc Systems Inc — Schedule C compensation