2023 Form 5500 filing — South Jersey Labor & Management Pension 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 20241015174508NAL0029294353010) for South Jersey Labor & Management Pension Fund, reported by South Jersey Labor & Management Pension Fund under EIN 21-6013639 and plan number 001. It reports 146 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015174508NAL0029294353010
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- South Jersey Labor & Management Pension Fund
- EIN
- 21-6013639
- Plan number
- 001
- Location
- Mt. Laurel, NJ
- Participants
- 146
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,154,049
- Total liabilities (EOY)
- $13,309
- Net assets (EOY)
- $1,140,740
- Total income / additions
- $60,876
- Benefits paid
- $91,371
- Administrative expenses
- $89,646
- Total expenses
- $181,017
- Net increase / (decrease)
- -$120,141
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bkc, Cpa'S | NONE | $20,250 | not reported in the loaded dataset |
| Cheiron, Inc. | NONE | $19,428 | not reported in the loaded dataset |
| Tri-State Administrators | NONE | $12,792 | not reported in the loaded dataset |
| William A Martin | NONE | $12,000 | not reported in the loaded dataset |
| O'Brien, Belland, And Bushinsky LLC | NONE | $230 | not reported in the loaded dataset |