2023 Form 5500 filing — Heavy & General Laborers' Local Unions 472 & 172 Safety, Education And Training Trust 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 20250115190201NAL0036357328001) for Heavy & General Laborers' Local Unions 472 & 172 Safety, Education And Training Trust Fund, reported by Board Of Trustees H&Gl Local Unions Safety, Education & Training Tr Fd under EIN 22-6171671 and plan number 501. It reports 7,170 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250115190201NAL0036357328001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees H&Gl Local Unions Safety, Education & Training Tr Fd
- EIN
- 22-6171671
- Plan number
- 501
- Location
- Newark, NJ
- Participants
- 7,170
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,839,855
- Total liabilities (EOY)
- $330,956
- Net assets (EOY)
- $39,508,899
- Employer contributions
- $7,618,004
- Total income / additions
- $9,491,198
- Benefits paid
- $1,666,381
- Administrative expenses
- $5,199,442
- Total expenses
- $6,865,823
- Net increase / (decrease)
- $2,625,375
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Joseph Scerbo Jr. | NONE | $189,297 | not reported in the loaded dataset |
| George Samuelsen | NONE | $181,372 | not reported in the loaded dataset |
| Sergio J. Dasilva | NONE | $145,565 | not reported in the loaded dataset |
| John J Bohme | NONE | $143,255 | not reported in the loaded dataset |
| Gerald P Ludwig, Jr. | NONE | $141,708 | not reported in the loaded dataset |
| Russell Jones | NONE | $140,426 | not reported in the loaded dataset |
| Howard L. Tomlin | NONE | $139,118 | not reported in the loaded dataset |
| William A. Coffin | NONE | $138,541 | not reported in the loaded dataset |
| Joseph S Scerbo Iii | FAMILY MEMBER OF OFFICER | $137,686 | not reported in the loaded dataset |
| Michael Grisko | NONE | $137,526 | not reported in the loaded dataset |
| Joseph Testa | FAMILY MEMBER OF TRUSTEE | $134,021 | not reported in the loaded dataset |
| Edward W Staveckas | NONE | $121,544 | not reported in the loaded dataset |
| Rebecca Sheppard | NONE | $101,376 | not reported in the loaded dataset |
| Jennifer Hibbs | NONE | $101,226 | not reported in the loaded dataset |
| Sandra A. Capaccio | FAMILY MEMBER OF TRUSTEE | $73,755 | not reported in the loaded dataset |
| Hulse & Associates, P.C. | AUDITOR - EMPLOYEE ORG. | $66,000 | not reported in the loaded dataset |
| Jjd Electric, LLC | NONE | $44,103 | not reported in the loaded dataset |
| Nj Ltap - Rutgers U. Cait | NONE | $40,110 | not reported in the loaded dataset |
| Sal Electric Co., Inc. | NONE | $35,277 | not reported in the loaded dataset |
| Holt Machinery Company | NONE | $28,399 | not reported in the loaded dataset |
| Weaver C. Barksdale Associates, Inc | NONE | $24,033 | not reported in the loaded dataset |
| Hughes Environmental Engineer, Inc | NONE | $15,940 | not reported in the loaded dataset |
| Mccloskey Mech. Contractors, Inc. | NONE | $15,900 | not reported in the loaded dataset |
| The Bank Of New York Mellon | PARENT OF PARTY-IN-INTERE | $9,832 | not reported in the loaded dataset |
| United Rentals, Inc. | NONE | $8,543 | not reported in the loaded dataset |
| Mike Zyndorf LLC | NONE | $5,973 | not reported in the loaded dataset |
| Susanin, Widman & Brennan, P.C. | NONE | $5,869 | not reported in the loaded dataset |
| Perfect Printing Solutions, Inc. | NONE | $5,194 | not reported in the loaded dataset |
| Morgan Stalnley Smith Barney LLC | CONSULTANT - EMPLOYEE ORG | $5,000 | not reported in the loaded dataset |