New Jersey Building Laborers Statewide Annuity Fund — Form 5500 plan (Bd Of Trustees Nj Building Laborers Statewide 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, New Jersey Building Laborers Statewide Annuity Fund is a benefit plan reported by Bd Of Trustees Nj Building Laborers Statewide Annuity Fund under EIN 22-2450453 and plan number 001. The latest loaded filing year is 2023. The filing reports 7,335 participants and $232,725,929 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Of Trustees Nj Building Laborers Statewide Annuity Fund
- EIN
- 22-2450453
- Plan number
- 001
- Plan type
- 1
- Location
- Iselin, NJ
- Latest filing year
- 2023
- Participants
- 7,335
- End-of-year plan assets
- $232,725,929
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,335 | H, C | 20241010083145NAL0040189666001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $232,725,929
- Total liabilities (EOY)
- $3,306,854
- Net assets (EOY)
- $229,419,075
- Net assets (BOY)
- $210,704,320
Income & contributions
- Employer contributions
- $21,846,611
- Total contributions
- $21,846,611
- Total income / additions
- $40,684,176
Expenses & distributions
- Benefits paid
- $20,132,938
- Administrative expenses
- $1,523,975
- Total expenses
- $21,969,421
- Net increase / (decrease)
- $18,714,755
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Atalanta Sosnoff Capital LLC | NONE | $116,537 | $0 | 2023 |
| Morgan Stanley | NONE | $112,599 | not reported in the loaded dataset | 2023 |
| Manning & Napier Advisors LLC | NONE | $56,702 | not reported in the loaded dataset | 2023 |
| Schultheis & Panettieri Llp | AUDITOR | $55,000 | not reported in the loaded dataset | 2023 |
| Gw&K Investment Management LLC | NONE | $47,429 | not reported in the loaded dataset | 2023 |
| Prudential Insurance Company | NONE | $42,212 | not reported in the loaded dataset | 2023 |
| Weaver C Barksdale & Associates | NONE | $30,338 | not reported in the loaded dataset | 2023 |
| F/M Investments, LLC | NONE | $27,785 | $0 | 2023 |
| The Bank Of New York Mellon | NONE | $21,470 | $0 | 2023 |
| The Segal Company (Eastern States) | ACTUARY | $18,750 | not reported in the loaded dataset | 2023 |
| Kroll Heineman Ptasiewicz & Parsons | ATTORNEY | $15,000 | not reported in the loaded dataset | 2023 |
| Susanin Widman & Brennan Pc | ATTORNEY | $14,000 | not reported in the loaded dataset | 2023 |
| Union Labor Life Insurance Company | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Of Trustees Nj Building Laborers Statewide Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Iselin, NJ
- Atalanta Sosnoff Capital LLC — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Manning & Napier Advisors LLC — Schedule C compensation
- Schultheis & Panettieri Llp — Schedule C compensation
- Gw&K Investment Management LLC — Schedule C compensation
- Prudential Insurance Company — Schedule C compensation
- Weaver C Barksdale & Associates — Schedule C compensation
- F/M Investments, LLC — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- The Segal Company (Eastern States) — Schedule C compensation
- Kroll Heineman Ptasiewicz & Parsons — Schedule C compensation
- Susanin Widman & Brennan Pc — Schedule C compensation
- Union Labor Life Insurance Company — Schedule C compensation