Plan5500

South Jersey Labor & Management Pension Fund — Form 5500 plan (South Jersey Labor & Management Pension Fund)

Plain-English plan 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, South Jersey Labor & Management Pension Fund is a benefit plan reported by South Jersey Labor & Management Pension Fund under EIN 21-6013639 and plan number 001. The latest loaded filing year is 2023. The filing reports 146 participants and $1,154,049 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
South Jersey Labor & Management Pension Fund
EIN
21-6013639
Plan number
001
Plan type
1
Location
Mt. Laurel, NJ
Latest filing year
2023
Participants
146
End-of-year plan assets
$1,154,049

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023146H, C20241015174508NAL0029294353010

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,154,049
Total liabilities (EOY)
$13,309
Net assets (EOY)
$1,140,740
Net assets (BOY)
$1,260,881

Income & contributions

Total income / additions
$60,876

Expenses & distributions

Benefits paid
$91,371
Administrative expenses
$89,646
Total expenses
$181,017
Net increase / (decrease)
-$120,141

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bkc, Cpa'SNONE$20,250not reported in the loaded dataset2023
Cheiron, Inc.NONE$19,428not reported in the loaded dataset2023
Tri-State AdministratorsNONE$12,792not reported in the loaded dataset2023
William A MartinNONE$12,000not reported in the loaded dataset2023
O'Brien, Belland, And Bushinsky LLCNONE$230not reported in the loaded dataset2023

Related Form 5500 pages