Plan5500

Retirement Plan For Bargaining Unit Employees Of South Jersey Industries, Inc. — Form 5500 plan (South Jersey Industries, Inc.)

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, Retirement Plan For Bargaining Unit Employees Of South Jersey Industries, Inc. is a benefit plan reported by South Jersey Industries, Inc. under EIN 22-1901645 and plan number 004. The latest loaded filing year is 2023. The filing reports 462 participants and $126,934,450 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
South Jersey Industries, Inc.
EIN
22-1901645
Plan number
004
Plan type
2
Location
Folsom, NJ
Latest filing year
2023
Participants
462
End-of-year plan assets
$126,934,450

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023462H, C20250711161116NAL0017543122001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$126,934,450
Total liabilities (EOY)
$925,309
Net assets (EOY)
$126,009,141
Net assets (BOY)
$112,498,267

Income & contributions

Total contributions
$0
Total income / additions
$21,328,484

Expenses & distributions

Benefits paid
$7,187,224
Administrative expenses
$630,386
Total expenses
$7,817,610
Net increase / (decrease)
$13,510,874

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Greystone ConsultingNONE$260,893not reported in the loaded dataset2023
Towers WatsonNONE$101,631not reported in the loaded dataset2023
Bank Of AmericaNONE$97,054not reported in the loaded dataset2023
MatrixNONE$55,403$02023
Bdo Usa, P.C.NONE$39,677not reported in the loaded dataset2023
Holland & KnightNONE$12,329not reported in the loaded dataset2023

Related Form 5500 pages