2023 Form 5500 filing — New Jersey Building Laborers Statewide 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 20241010083145NAL0040189666001) for New Jersey Building Laborers Statewide Annuity Fund, reported by Bd Of Trustees Nj Building Laborers Statewide Annuity Fund under EIN 22-2450453 and plan number 001. It reports 7,335 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010083145NAL0040189666001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Of Trustees Nj Building Laborers Statewide Annuity Fund
- EIN
- 22-2450453
- Plan number
- 001
- Location
- Iselin, NJ
- Participants
- 7,335
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $232,725,929
- Total liabilities (EOY)
- $3,306,854
- Net assets (EOY)
- $229,419,075
- Employer contributions
- $21,846,611
- Total income / additions
- $40,684,176
- Benefits paid
- $20,132,938
- Administrative expenses
- $1,523,975
- Total expenses
- $21,969,421
- Net increase / (decrease)
- $18,714,755
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Atalanta Sosnoff Capital LLC | NONE | $116,537 | $0 |
| Morgan Stanley | NONE | $112,599 | not reported in the loaded dataset |
| Manning & Napier Advisors LLC | NONE | $56,702 | not reported in the loaded dataset |
| Schultheis & Panettieri Llp | AUDITOR | $55,000 | not reported in the loaded dataset |
| Gw&K Investment Management LLC | NONE | $47,429 | not reported in the loaded dataset |
| Prudential Insurance Company | NONE | $42,212 | not reported in the loaded dataset |
| Weaver C Barksdale & Associates | NONE | $30,338 | not reported in the loaded dataset |
| F/M Investments, LLC | NONE | $27,785 | $0 |
| The Bank Of New York Mellon | NONE | $21,470 | $0 |
| The Segal Company (Eastern States) | ACTUARY | $18,750 | not reported in the loaded dataset |
| Kroll Heineman Ptasiewicz & Parsons | ATTORNEY | $15,000 | not reported in the loaded dataset |
| Susanin Widman & Brennan Pc | ATTORNEY | $14,000 | not reported in the loaded dataset |
| Union Labor Life Insurance Company | NONE | $0 | $0 |