Mid-Jersey Trucking Industry And Teamsters Local 701 Welfare Fund — Form 5500 plan (Mid-Jersey Trucking Industry And Teamsters Local 701 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, Mid-Jersey Trucking Industry And Teamsters Local 701 Welfare Fund is a benefit plan reported by Mid-Jersey Trucking Industry And Teamsters Local 701 Welfare Fund under EIN 22-1594458 and plan number 501. The latest loaded filing year is 2023. The filing reports 276 participants and $9,826,063 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mid-Jersey Trucking Industry And Teamsters Local 701 Welfare Fund
- EIN
- 22-1594458
- Plan number
- 501
- Plan type
- 1
- Location
- North Brunswick, NJ
- Latest filing year
- 2023
- Participants
- 276
- End-of-year plan assets
- $9,826,063
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 276 | H, C | 20250314104200NAL0044173890002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,826,063
- Total liabilities (EOY)
- $876,949
- Net assets (EOY)
- $8,949,114
- Net assets (BOY)
- $8,437,710
Income & contributions
- Employer contributions
- $5,829,015
- Participant contributions
- $55,466
- Total contributions
- $5,884,481
- Total income / additions
- $6,844,140
Expenses & distributions
- Benefits paid
- $5,579,060
- Administrative expenses
- $753,676
- Total expenses
- $6,332,736
- Net increase / (decrease)
- $511,404
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aetna | NONE | $115,879 | not reported in the loaded dataset | 2023 |
| Paul A. Montalbano, Esq., LLC | ATTORNEY FOR LOCAL 701 | $96,814 | not reported in the loaded dataset | 2023 |
| Giancarlo Prezioso | EMPLOYEE | $78,562 | not reported in the loaded dataset | 2023 |
| Kathryn M Manzi | EMPLOYEE | $47,961 | not reported in the loaded dataset | 2023 |
| Accrisure Dba Union Benefit Planner | NONE | $22,458 | $13,000 | 2023 |
| Robert Mcmahon | EMPLOYEE | $34,293 | not reported in the loaded dataset | 2023 |
| Mspc | ACCOUNTANT FOR LOCAL 701 | $25,674 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $23,301 | not reported in the loaded dataset | 2023 |
| Express Scripts Inc | NONE | $15,364 | not reported in the loaded dataset | 2023 |
| Lifetime Benefit Solutions, Inc. | NONE | $13,853 | not reported in the loaded dataset | 2023 |
| Lamar Beinhower | TRUSTEE | $12,000 | not reported in the loaded dataset | 2023 |
| Ernest Soehl | TRUSTEE | $12,000 | not reported in the loaded dataset | 2023 |
| Kevin J. Dembinski, Dmd | NONE | $11,570 | not reported in the loaded dataset | 2023 |
| Cbiz Savitz | NONE | $11,546 | not reported in the loaded dataset | 2023 |
| Phoenix Benefits Managment | NONE | $11,255 | not reported in the loaded dataset | 2023 |
| Nepc, LLC | NONE | $5,993 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mid-Jersey Trucking Industry And Teamsters Local 701 Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in North Brunswick, NJ
- Aetna — Schedule C compensation
- Paul A. Montalbano, Esq., LLC — Schedule C compensation
- Giancarlo Prezioso — Schedule C compensation
- Kathryn M Manzi — Schedule C compensation
- Accrisure Dba Union Benefit Planner — Schedule C compensation
- Robert Mcmahon — Schedule C compensation
- Mspc — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Express Scripts Inc — Schedule C compensation
- Lifetime Benefit Solutions, Inc. — Schedule C compensation
- Lamar Beinhower — Schedule C compensation
- Ernest Soehl — Schedule C compensation
- Kevin J. Dembinski, Dmd — Schedule C compensation
- Cbiz Savitz — Schedule C compensation
- Phoenix Benefits Managment — Schedule C compensation
- Nepc, LLC — Schedule C compensation