2023 Form 5500 filing — Heavy & General Laborers' Local Unions 472 & 172 Of Nj Annuity Plan
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 20240807111415NAL0002019363001) for Heavy & General Laborers' Local Unions 472 & 172 Of Nj Annuity Plan, reported by Bd Of Trustees Heavy & General Laborers' Of Nj Annuity Fund under EIN 22-2331070 and plan number 001. It reports 14,307 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240807111415NAL0002019363001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Of Trustees Heavy & General Laborers' Of Nj Annuity Fund
- EIN
- 22-2331070
- Plan number
- 001
- Location
- Newark, NJ
- Participants
- 14,307
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,401,252,704
- Total liabilities (EOY)
- $9,869,312
- Net assets (EOY)
- $1,391,383,392
- Employer contributions
- $95,605,006
- Total income / additions
- $215,245,349
- Benefits paid
- $81,377,262
- Administrative expenses
- $4,383,183
- Total expenses
- $88,623,080
- Net increase / (decrease)
- $126,622,269
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prudential Insurance Co | INVESTMENT MGT | $631,056 | not reported in the loaded dataset |
| Atalanta Sosnoff Capital LLC | INVESTMENT MGT | $580,477 | not reported in the loaded dataset |
| Boston Partners Global Investors | NONE | $321,207 | $0 |
| Lord Abbett & Co LLC | NONE | $264,009 | not reported in the loaded dataset |
| The Bank Of New York Mellon | NONE | $262,747 | $0 |
| Western Asset Management Company | NONE | $241,858 | not reported in the loaded dataset |
| Manning And Napier Advisors LLC | INVESTMENT MGT | $188,789 | not reported in the loaded dataset |
| Union Labor Life Insur Co | NONE | $179,432 | $0 |
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISOR | $142,766 | not reported in the loaded dataset |
| Ziegler Capital Management LLC | NONE | $141,744 | not reported in the loaded dataset |
| Weaver C Barksdale & Associates Inc | NONE | $93,828 | not reported in the loaded dataset |
| Northern Trust Corporation | NONE | $78,197 | $0 |
| Schultheis And Panettieri Llp | NONE | $70,275 | not reported in the loaded dataset |
| Segal Select Insurance Services Inc | NONE | $0 | $39,994 |
| The Segal Company (Eastern States) | NONE | $20,064 | not reported in the loaded dataset |
| Susanin Widman & Brennan Pc | NONE | $16,136 | not reported in the loaded dataset |
| Zazzali Fagella Nowak Kleinbaum & F | ATTORNEY | $9,538 | not reported in the loaded dataset |
| Proxy Vote Plus | NONE | $6,000 | not reported in the loaded dataset |
| Bicc Systems Inc | COMPUTER CONSULTANT | $4,080 | not reported in the loaded dataset |