2023 Form 5500 filing — Trucking Employees Of North Jersey Welfare 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 20241015165450NAL0016918531001) for Trucking Employees Of North Jersey Welfare Fund, reported by Trucking Employees Of North Jersey Welfare Fund under EIN 22-1461069 and plan number 501. It reports 1,286 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015165450NAL0016918531001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trucking Employees Of North Jersey Welfare Fund
- EIN
- 22-1461069
- Plan number
- 501
- Location
- Elmwood Park, NJ
- Participants
- 1,286
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,107,734
- Total liabilities (EOY)
- $2,702,452
- Net assets (EOY)
- $28,405,282
- Employer contributions
- $13,256,019
- Participant contributions
- $1,870,214
- Total income / additions
- $18,228,851
- Benefits paid
- $14,382,762
- Administrative expenses
- $2,671,531
- Total expenses
- $17,054,293
- Net increase / (decrease)
- $1,174,558
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Horizon Healthcare Services Inc | PROVIDES SVC FOR REL EBP | $386,679 | $0 |
| Robert Blumenfeld | EMPLOYEE | $261,392 | not reported in the loaded dataset |
| Brian Mccloskey | EMPLOYEE | $194,100 | not reported in the loaded dataset |
| Change Healthcare Solutions LLC | PROVIDES SVC FOR REL EBP | $142,315 | not reported in the loaded dataset |
| The Segal Company (Eastern States) | PROVIDES SVC FOR REL EBP | $137,546 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | PROVIDES SVC FOR REL EBP | $113,078 | not reported in the loaded dataset |
| Ivan Diaz | EMPLOYEE | $108,329 | not reported in the loaded dataset |
| Daniel Eckert | EMPLOYEE | $105,630 | not reported in the loaded dataset |
| Edward Michels | EMPLOYEE | $89,653 | not reported in the loaded dataset |
| Jeanette Borrero | EMPLOYEE | $73,958 | not reported in the loaded dataset |
| Carmen Hernandez | EMPLOYEE | $73,258 | not reported in the loaded dataset |
| Maria Escribano | EMPLOYEE | $71,908 | not reported in the loaded dataset |
| David W. New, Pc | PROVIDES SVC FOR REL EBP | $69,642 | not reported in the loaded dataset |
| Deborah Negron | EMPLOYEE | $61,526 | not reported in the loaded dataset |
| Maria Betancourt | EMPLOYEE | $60,351 | not reported in the loaded dataset |
| Jacqueline Carlson | EMPLOYEE | $59,322 | not reported in the loaded dataset |
| Beatriz De Jesus | EMPLOYEE | $55,910 | not reported in the loaded dataset |
| Diana Roman | EMPLOYEE | $54,267 | not reported in the loaded dataset |
| Daniel Barrientos | EMPLOYEE | $53,460 | not reported in the loaded dataset |
| Daisy Santiago | EMPLOYEE | $51,546 | not reported in the loaded dataset |
| Jenda Technology LLC | PROVIDES SVC FOR REL EBP | $49,674 | not reported in the loaded dataset |
| Cohen, Leder, Montalbano & Connaugh | PROVIDES SVC FOR REL EBP | $49,515 | not reported in the loaded dataset |
| Denise Allen-Perez | EMPLOYEE | $49,400 | not reported in the loaded dataset |
| Christina Martinez | EMPLOYEE | $48,734 | not reported in the loaded dataset |
| Amy L Coulote | EMPLOYEE | $47,442 | not reported in the loaded dataset |
| Ismaury Lopez | EMPLOYEE | $47,442 | not reported in the loaded dataset |
| Antwanna Godfrey | EMPLOYEE | $45,677 | not reported in the loaded dataset |
| Sarah Abdalla | EMPLOYEE | $43,185 | not reported in the loaded dataset |
| Buchbinder Tunick & Company | PROVIDES SVC FOR REL EBP | $39,375 | not reported in the loaded dataset |
| Carissa Martinez | EMPLOYEE | $31,690 | not reported in the loaded dataset |
| Julissa J Borrero | EMPLOYEE | $31,042 | not reported in the loaded dataset |
| Barksdale Investment Management | PROVIDES SVC FOR REL EBP | $26,330 | not reported in the loaded dataset |
| Express Scripts Inc | PROVIDES SVC FOR REL EBP | $23,073 | not reported in the loaded dataset |
| Morgan Stanley Wealth Management | PROVIDES SVC FOR REL EBP | $13,500 | not reported in the loaded dataset |
| Fair Health Inc | PROVIDES SVC FOR REL EBP | $9,009 | not reported in the loaded dataset |
| Atrium Staffing LLC | PROVIDES SVC FOR REL EBP | $6,786 | not reported in the loaded dataset |