2023 Form 5500 filing — New Jersey Health Care Employers- Pension 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 20241015162359NAL0030329697002) for New Jersey Health Care Employers- Pension Plan, reported by District 1199j-New Jersey Health Care Employers- under EIN 22-3095464 and plan number 001. It reports 9,231 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015162359NAL0030329697002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- District 1199j-New Jersey Health Care Employers-
- EIN
- 22-3095464
- Plan number
- 001
- Location
- Newark, NJ
- Participants
- 9,231
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $250,003,648
- Total liabilities (EOY)
- $341,612
- Net assets (EOY)
- $249,662,036
- Employer contributions
- $12,317,423
- Total income / additions
- $37,642,371
- Benefits paid
- $25,951,893
- Administrative expenses
- $2,905,362
- Total expenses
- $28,857,255
- Net increase / (decrease)
- $8,785,116
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nepc, LLC | NONE | $276,242 | not reported in the loaded dataset |
| Milliman Inc | NONE | $127,660 | not reported in the loaded dataset |
| Us Bank | NONE | $95,555 | not reported in the loaded dataset |
| Preciosa Lavrador | EMPLOYEE | $93,297 | not reported in the loaded dataset |
| Ana Silva | EMPLOYEE | $87,750 | not reported in the loaded dataset |
| Oxfeld Cohen Pc | NONE | $76,404 | not reported in the loaded dataset |
| Brian D. Sullivan Law Office | NONE | $75,600 | not reported in the loaded dataset |
| Channing Capital Management LLC | NONE | $70,802 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $59,785 | not reported in the loaded dataset |
| Elisa Lombardozzi | EMPLOYEE | $59,714 | not reported in the loaded dataset |
| Priyanka Patel | EMPLOYEE | $51,086 | not reported in the loaded dataset |
| Jennifer Ebel | EMPLOYEE | $49,247 | not reported in the loaded dataset |
| Michael Pisani Jr | EMPLOYEE | $44,490 | not reported in the loaded dataset |
| The Segal Group Inc. | NONE | $42,991 | not reported in the loaded dataset |
| Kennedy Lewis Investment Management | NONE | $37,286 | not reported in the loaded dataset |
| Syntonic Systems | NONE | $36,375 | not reported in the loaded dataset |
| Wellington Trust | NONE | $26,084 | $0 |
| Principal Custody Solutions | NONE | $21,454 | not reported in the loaded dataset |
| Wells Fargo | NONE | $19,883 | not reported in the loaded dataset |
| Hardman Johnston Global Advisors Ll | NONE | $17,350 | not reported in the loaded dataset |
| American Arbitration Association | NONE | $15,000 | not reported in the loaded dataset |
| Loomis Sayles Trust Company | NONE | $11,880 | not reported in the loaded dataset |
| Garcia Hamilton & Associates | NONE | $10,975 | not reported in the loaded dataset |
| Robert Half International Inc. | NONE | $9,727 | not reported in the loaded dataset |
| Pension Benefit Information, LLC | NONE | $9,111 | not reported in the loaded dataset |
| Perfect Printing Solutions, Inc. | NONE | $7,389 | not reported in the loaded dataset |
| Paychex, Inc. | NONE | $7,233 | not reported in the loaded dataset |
| Park Hill Group LLC | NONE | $0 | $6,705 |
| Wilentz, Goldman & Spitzer, Pa | NONE | $6,667 | not reported in the loaded dataset |