Heavy & General Laborers' Local Unions 472 & 172 Of Nj Annuity Plan — Form 5500 plan (Bd Of Trustees Heavy & General Laborers' Of Nj Annuity 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, Heavy & General Laborers' Local Unions 472 & 172 Of Nj Annuity Plan is a benefit plan reported by Bd Of Trustees Heavy & General Laborers' Of Nj Annuity Fund under EIN 22-2331070 and plan number 001. The latest loaded filing year is 2023. The filing reports 14,307 participants and $1,401,252,704 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Of Trustees Heavy & General Laborers' Of Nj Annuity Fund
- EIN
- 22-2331070
- Plan number
- 001
- Plan type
- 1
- Location
- Newark, NJ
- Latest filing year
- 2023
- Participants
- 14,307
- End-of-year plan assets
- $1,401,252,704
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 14,307 | H, C | 20240807111415NAL0002019363001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,401,252,704
- Total liabilities (EOY)
- $9,869,312
- Net assets (EOY)
- $1,391,383,392
- Net assets (BOY)
- $1,264,761,123
Income & contributions
- Employer contributions
- $95,605,006
- Total contributions
- $95,605,006
- Total income / additions
- $215,245,349
Expenses & distributions
- Benefits paid
- $81,377,262
- Administrative expenses
- $4,383,183
- Total expenses
- $88,623,080
- Net increase / (decrease)
- $126,622,269
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Prudential Insurance Co | INVESTMENT MGT | $631,056 | not reported in the loaded dataset | 2023 |
| Atalanta Sosnoff Capital LLC | INVESTMENT MGT | $580,477 | not reported in the loaded dataset | 2023 |
| Boston Partners Global Investors | NONE | $321,207 | $0 | 2023 |
| Lord Abbett & Co LLC | NONE | $264,009 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | NONE | $262,747 | $0 | 2023 |
| Western Asset Management Company | NONE | $241,858 | not reported in the loaded dataset | 2023 |
| Manning And Napier Advisors LLC | INVESTMENT MGT | $188,789 | not reported in the loaded dataset | 2023 |
| Union Labor Life Insur Co | NONE | $179,432 | $0 | 2023 |
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISOR | $142,766 | not reported in the loaded dataset | 2023 |
| Ziegler Capital Management LLC | NONE | $141,744 | not reported in the loaded dataset | 2023 |
| Weaver C Barksdale & Associates Inc | NONE | $93,828 | not reported in the loaded dataset | 2023 |
| Northern Trust Corporation | NONE | $78,197 | $0 | 2023 |
| Schultheis And Panettieri Llp | NONE | $70,275 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services Inc | NONE | $0 | $39,994 | 2023 |
| The Segal Company (Eastern States) | NONE | $20,064 | not reported in the loaded dataset | 2023 |
| Susanin Widman & Brennan Pc | NONE | $16,136 | not reported in the loaded dataset | 2023 |
| Zazzali Fagella Nowak Kleinbaum & F | ATTORNEY | $9,538 | not reported in the loaded dataset | 2023 |
| Proxy Vote Plus | NONE | $6,000 | not reported in the loaded dataset | 2023 |
| Bicc Systems Inc | COMPUTER CONSULTANT | $4,080 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Of Trustees Heavy & General Laborers' Of Nj Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Newark, NJ
- Prudential Insurance Co — Schedule C compensation
- Atalanta Sosnoff Capital LLC — Schedule C compensation
- Boston Partners Global Investors — Schedule C compensation
- Lord Abbett & Co LLC — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Western Asset Management Company — Schedule C compensation
- Manning And Napier Advisors LLC — Schedule C compensation
- Union Labor Life Insur Co — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Ziegler Capital Management LLC — Schedule C compensation
- Weaver C Barksdale & Associates Inc — Schedule C compensation
- Northern Trust Corporation — Schedule C compensation
- Schultheis And Panettieri Llp — Schedule C compensation
- Segal Select Insurance Services Inc — Schedule C compensation
- The Segal Company (Eastern States) — Schedule C compensation
- Susanin Widman & Brennan Pc — Schedule C compensation
- Zazzali Fagella Nowak Kleinbaum & F — Schedule C compensation
- Proxy Vote Plus — Schedule C compensation
- Bicc Systems Inc — Schedule C compensation