Trucking Employees Of North Jersey Welfare Fund — Form 5500 plan (Trucking Employees Of North Jersey Welfare 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, Trucking Employees Of North Jersey Welfare Fund is a benefit plan reported by Trucking Employees Of North Jersey Welfare Fund under EIN 22-1461069 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,286 participants and $31,107,734 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trucking Employees Of North Jersey Welfare Fund
- EIN
- 22-1461069
- Plan number
- 501
- Plan type
- 1
- Location
- Elmwood Park, NJ
- Latest filing year
- 2023
- Participants
- 1,286
- End-of-year plan assets
- $31,107,734
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,286 | H, C | 20241015165450NAL0016918531001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,107,734
- Total liabilities (EOY)
- $2,702,452
- Net assets (EOY)
- $28,405,282
- Net assets (BOY)
- $27,230,724
Income & contributions
- Employer contributions
- $13,256,019
- Participant contributions
- $1,870,214
- Total contributions
- $15,126,233
- Total income / additions
- $18,228,851
Expenses & distributions
- Benefits paid
- $14,382,762
- Administrative expenses
- $2,671,531
- Total expenses
- $17,054,293
- Net increase / (decrease)
- $1,174,558
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Horizon Healthcare Services Inc | PROVIDES SVC FOR REL EBP | $386,679 | $0 | 2023 |
| Robert Blumenfeld | EMPLOYEE | $261,392 | not reported in the loaded dataset | 2023 |
| Brian Mccloskey | EMPLOYEE | $194,100 | not reported in the loaded dataset | 2023 |
| Change Healthcare Solutions LLC | PROVIDES SVC FOR REL EBP | $142,315 | not reported in the loaded dataset | 2023 |
| The Segal Company (Eastern States) | PROVIDES SVC FOR REL EBP | $137,546 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | PROVIDES SVC FOR REL EBP | $113,078 | not reported in the loaded dataset | 2023 |
| Ivan Diaz | EMPLOYEE | $108,329 | not reported in the loaded dataset | 2023 |
| Daniel Eckert | EMPLOYEE | $105,630 | not reported in the loaded dataset | 2023 |
| Edward Michels | EMPLOYEE | $89,653 | not reported in the loaded dataset | 2023 |
| Jeanette Borrero | EMPLOYEE | $73,958 | not reported in the loaded dataset | 2023 |
| Carmen Hernandez | EMPLOYEE | $73,258 | not reported in the loaded dataset | 2023 |
| Maria Escribano | EMPLOYEE | $71,908 | not reported in the loaded dataset | 2023 |
| David W. New, Pc | PROVIDES SVC FOR REL EBP | $69,642 | not reported in the loaded dataset | 2023 |
| Deborah Negron | EMPLOYEE | $61,526 | not reported in the loaded dataset | 2023 |
| Maria Betancourt | EMPLOYEE | $60,351 | not reported in the loaded dataset | 2023 |
| Jacqueline Carlson | EMPLOYEE | $59,322 | not reported in the loaded dataset | 2023 |
| Beatriz De Jesus | EMPLOYEE | $55,910 | not reported in the loaded dataset | 2023 |
| Diana Roman | EMPLOYEE | $54,267 | not reported in the loaded dataset | 2023 |
| Daniel Barrientos | EMPLOYEE | $53,460 | not reported in the loaded dataset | 2023 |
| Daisy Santiago | EMPLOYEE | $51,546 | not reported in the loaded dataset | 2023 |
| Jenda Technology LLC | PROVIDES SVC FOR REL EBP | $49,674 | not reported in the loaded dataset | 2023 |
| Cohen, Leder, Montalbano & Connaugh | PROVIDES SVC FOR REL EBP | $49,515 | not reported in the loaded dataset | 2023 |
| Denise Allen-Perez | EMPLOYEE | $49,400 | not reported in the loaded dataset | 2023 |
| Christina Martinez | EMPLOYEE | $48,734 | not reported in the loaded dataset | 2023 |
| Amy L Coulote | EMPLOYEE | $47,442 | not reported in the loaded dataset | 2023 |
| Ismaury Lopez | EMPLOYEE | $47,442 | not reported in the loaded dataset | 2023 |
| Antwanna Godfrey | EMPLOYEE | $45,677 | not reported in the loaded dataset | 2023 |
| Sarah Abdalla | EMPLOYEE | $43,185 | not reported in the loaded dataset | 2023 |
| Buchbinder Tunick & Company | PROVIDES SVC FOR REL EBP | $39,375 | not reported in the loaded dataset | 2023 |
| Carissa Martinez | EMPLOYEE | $31,690 | not reported in the loaded dataset | 2023 |
| Julissa J Borrero | EMPLOYEE | $31,042 | not reported in the loaded dataset | 2023 |
| Barksdale Investment Management | PROVIDES SVC FOR REL EBP | $26,330 | not reported in the loaded dataset | 2023 |
| Express Scripts Inc | PROVIDES SVC FOR REL EBP | $23,073 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Wealth Management | PROVIDES SVC FOR REL EBP | $13,500 | not reported in the loaded dataset | 2023 |
| Fair Health Inc | PROVIDES SVC FOR REL EBP | $9,009 | not reported in the loaded dataset | 2023 |
| Atrium Staffing LLC | PROVIDES SVC FOR REL EBP | $6,786 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trucking Employees Of North Jersey Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Elmwood Park, NJ
- Horizon Healthcare Services Inc — Schedule C compensation
- Robert Blumenfeld — Schedule C compensation
- Brian Mccloskey — Schedule C compensation
- Change Healthcare Solutions LLC — Schedule C compensation
- The Segal Company (Eastern States) — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Ivan Diaz — Schedule C compensation
- Daniel Eckert — Schedule C compensation
- Edward Michels — Schedule C compensation
- Jeanette Borrero — Schedule C compensation
- Carmen Hernandez — Schedule C compensation
- Maria Escribano — Schedule C compensation
- David W. New, Pc — Schedule C compensation
- Deborah Negron — Schedule C compensation
- Maria Betancourt — Schedule C compensation
- Jacqueline Carlson — Schedule C compensation
- Beatriz De Jesus — Schedule C compensation
- Diana Roman — Schedule C compensation
- Daniel Barrientos — Schedule C compensation
- Daisy Santiago — Schedule C compensation
- Jenda Technology LLC — Schedule C compensation
- Cohen, Leder, Montalbano & Connaugh — Schedule C compensation
- Denise Allen-Perez — Schedule C compensation
- Christina Martinez — Schedule C compensation
- Amy L Coulote — Schedule C compensation
- Ismaury Lopez — Schedule C compensation
- Antwanna Godfrey — Schedule C compensation
- Sarah Abdalla — Schedule C compensation
- Buchbinder Tunick & Company — Schedule C compensation
- Carissa Martinez — Schedule C compensation
- Julissa J Borrero — Schedule C compensation
- Barksdale Investment Management — Schedule C compensation
- Express Scripts Inc — Schedule C compensation
- Morgan Stanley Wealth Management — Schedule C compensation
- Fair Health Inc — Schedule C compensation
- Atrium Staffing LLC — Schedule C compensation