Heavy & General Laborers' Local Unions 472 & 172 Safety, Education And Training Trust Fund — Form 5500 plan (Board Of Trustees H&Gl Local Unions Safety, Education & Training Tr Fd)
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 Unions 472 & 172 Safety, Education And Training Trust Fund is a benefit plan reported by Board Of Trustees H&Gl Local Unions Safety, Education & Training Tr Fd under EIN 22-6171671 and plan number 501. The latest loaded filing year is 2023. The filing reports 7,170 participants and $39,839,855 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees H&Gl Local Unions Safety, Education & Training Tr Fd
- EIN
- 22-6171671
- Plan number
- 501
- Plan type
- 1
- Location
- Newark, NJ
- Latest filing year
- 2023
- Participants
- 7,170
- End-of-year plan assets
- $39,839,855
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,170 | H, C | 20250115190201NAL0036357328001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $39,839,855
- Total liabilities (EOY)
- $330,956
- Net assets (EOY)
- $39,508,899
- Net assets (BOY)
- $36,883,524
Income & contributions
- Employer contributions
- $7,618,004
- Total contributions
- $7,618,004
- Total income / additions
- $9,491,198
Expenses & distributions
- Benefits paid
- $1,666,381
- Administrative expenses
- $5,199,442
- Total expenses
- $6,865,823
- Net increase / (decrease)
- $2,625,375
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Joseph Scerbo Jr. | NONE | $189,297 | not reported in the loaded dataset | 2023 |
| George Samuelsen | NONE | $181,372 | not reported in the loaded dataset | 2023 |
| Sergio J. Dasilva | NONE | $145,565 | not reported in the loaded dataset | 2023 |
| John J Bohme | NONE | $143,255 | not reported in the loaded dataset | 2023 |
| Gerald P Ludwig, Jr. | NONE | $141,708 | not reported in the loaded dataset | 2023 |
| Russell Jones | NONE | $140,426 | not reported in the loaded dataset | 2023 |
| Howard L. Tomlin | NONE | $139,118 | not reported in the loaded dataset | 2023 |
| William A. Coffin | NONE | $138,541 | not reported in the loaded dataset | 2023 |
| Joseph S Scerbo Iii | FAMILY MEMBER OF OFFICER | $137,686 | not reported in the loaded dataset | 2023 |
| Michael Grisko | NONE | $137,526 | not reported in the loaded dataset | 2023 |
| Joseph Testa | FAMILY MEMBER OF TRUSTEE | $134,021 | not reported in the loaded dataset | 2023 |
| Edward W Staveckas | NONE | $121,544 | not reported in the loaded dataset | 2023 |
| Rebecca Sheppard | NONE | $101,376 | not reported in the loaded dataset | 2023 |
| Jennifer Hibbs | NONE | $101,226 | not reported in the loaded dataset | 2023 |
| Sandra A. Capaccio | FAMILY MEMBER OF TRUSTEE | $73,755 | not reported in the loaded dataset | 2023 |
| Hulse & Associates, P.C. | AUDITOR - EMPLOYEE ORG. | $66,000 | not reported in the loaded dataset | 2023 |
| Jjd Electric, LLC | NONE | $44,103 | not reported in the loaded dataset | 2023 |
| Nj Ltap - Rutgers U. Cait | NONE | $40,110 | not reported in the loaded dataset | 2023 |
| Sal Electric Co., Inc. | NONE | $35,277 | not reported in the loaded dataset | 2023 |
| Holt Machinery Company | NONE | $28,399 | not reported in the loaded dataset | 2023 |
| Weaver C. Barksdale Associates, Inc | NONE | $24,033 | not reported in the loaded dataset | 2023 |
| Hughes Environmental Engineer, Inc | NONE | $15,940 | not reported in the loaded dataset | 2023 |
| Mccloskey Mech. Contractors, Inc. | NONE | $15,900 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | PARENT OF PARTY-IN-INTERE | $9,832 | not reported in the loaded dataset | 2023 |
| United Rentals, Inc. | NONE | $8,543 | not reported in the loaded dataset | 2023 |
| Mike Zyndorf LLC | NONE | $5,973 | not reported in the loaded dataset | 2023 |
| Susanin, Widman & Brennan, P.C. | NONE | $5,869 | not reported in the loaded dataset | 2023 |
| Perfect Printing Solutions, Inc. | NONE | $5,194 | not reported in the loaded dataset | 2023 |
| Morgan Stalnley Smith Barney LLC | CONSULTANT - EMPLOYEE ORG | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees H&Gl Local Unions Safety, Education & Training Tr Fd
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Newark, NJ
- Joseph Scerbo Jr. — Schedule C compensation
- George Samuelsen — Schedule C compensation
- Sergio J. Dasilva — Schedule C compensation
- John J Bohme — Schedule C compensation
- Gerald P Ludwig, Jr. — Schedule C compensation
- Russell Jones — Schedule C compensation
- Howard L. Tomlin — Schedule C compensation
- William A. Coffin — Schedule C compensation
- Joseph S Scerbo Iii — Schedule C compensation
- Michael Grisko — Schedule C compensation
- Joseph Testa — Schedule C compensation
- Edward W Staveckas — Schedule C compensation
- Rebecca Sheppard — Schedule C compensation
- Jennifer Hibbs — Schedule C compensation
- Sandra A. Capaccio — Schedule C compensation
- Hulse & Associates, P.C. — Schedule C compensation
- Jjd Electric, LLC — Schedule C compensation
- Nj Ltap - Rutgers U. Cait — Schedule C compensation
- Sal Electric Co., Inc. — Schedule C compensation
- Holt Machinery Company — Schedule C compensation
- Weaver C. Barksdale Associates, Inc — Schedule C compensation
- Hughes Environmental Engineer, Inc — Schedule C compensation
- Mccloskey Mech. Contractors, Inc. — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- United Rentals, Inc. — Schedule C compensation
- Mike Zyndorf LLC — Schedule C compensation
- Susanin, Widman & Brennan, P.C. — Schedule C compensation
- Perfect Printing Solutions, Inc. — Schedule C compensation
- Morgan Stalnley Smith Barney LLC — Schedule C compensation