2023 Form 5500 filing — New Jersey Education Association Employees' Retirement And 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 20250610125254NAL0014817041002) for New Jersey Education Association Employees' Retirement And Trust Fund, reported by New Jersey Education Association under EIN 21-0524390 and plan number 001. It reports 600 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250610125254NAL0014817041002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- New Jersey Education Association
- EIN
- 21-0524390
- Plan number
- 001
- Location
- Trenton, NJ
- Participants
- 600
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $385,063,877
- Total liabilities (EOY)
- $17,734
- Net assets (EOY)
- $385,046,143
- Employer contributions
- $5,000,000
- Participant contributions
- $1,660,539
- Total income / additions
- $36,480,115
- Benefits paid
- $22,774,534
- Administrative expenses
- $1,662,208
- Total expenses
- $24,436,742
- Net increase / (decrease)
- $12,043,373
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sei Investments | NONE | $1,432,690 | $0 |
| The Segal Company | NONE | $70,703 | not reported in the loaded dataset |
| Delaware Charter Guarantee & Trust | NONE | $66,715 | $0 |
| Novak Francella | NONE | $34,500 | not reported in the loaded dataset |