Trucking Employees Of North Jersey Annuity Fund — Form 5500 plan (Trucking Employees Of North Jersey 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, Trucking Employees Of North Jersey Annuity Fund is a benefit plan reported by Trucking Employees Of North Jersey Annuity Fund under EIN 22-3081442 and plan number 001. The latest loaded filing year is 2023. The filing reports 584 participants and $52,760,470 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trucking Employees Of North Jersey Annuity Fund
- EIN
- 22-3081442
- Plan number
- 001
- Plan type
- 1
- Location
- Elmwood Park, NJ
- Latest filing year
- 2023
- Participants
- 584
- End-of-year plan assets
- $52,760,470
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 584 | H, C | 20241015163430NAL0029122465001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $52,760,470
- Total liabilities (EOY)
- $24,070
- Net assets (EOY)
- $52,736,400
- Net assets (BOY)
- $44,961,379
Income & contributions
- Employer contributions
- $5,259,498
- Total contributions
- $5,259,498
- Total income / additions
- $13,815,256
Expenses & distributions
- Benefits paid
- $5,728,145
- Administrative expenses
- $312,090
- Total expenses
- $6,040,235
- Net increase / (decrease)
- $7,775,021
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tenj Welfare Fund | REL EMPLOYEE BEN PLAN | $117,718 | not reported in the loaded dataset | 2023 |
| Lincoln National Corporation | RECORDKEEPER | $93,848 | $0 | 2023 |
| Buchbinder Tunick & Company Llp | PROVIDES SRVS FOR REL EBP | $16,427 | not reported in the loaded dataset | 2023 |
| David W. New P.C. | PROVIDES SRVS FOR REL EBP | $9,995 | not reported in the loaded dataset | 2023 |
| Innovative Software Solution | PROVIDES SRVS FOR REL EBP | $9,850 | not reported in the loaded dataset | 2023 |
| Cohen, Leder, Montalbano & Grossman | PROVIDES SRVS FOR REL EBP | $9,383 | not reported in the loaded dataset | 2023 |
| Jenda Technologies | not reported in the loaded dataset | $5,205 | not reported in the loaded dataset | 2023 |
| The Segal Company | PROVIDES SRVS FOR REL EBP | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trucking Employees Of North Jersey Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Elmwood Park, NJ
- Tenj Welfare Fund — Schedule C compensation
- Lincoln National Corporation — Schedule C compensation
- Buchbinder Tunick & Company Llp — Schedule C compensation
- David W. New P.C. — Schedule C compensation
- Innovative Software Solution — Schedule C compensation
- Cohen, Leder, Montalbano & Grossman — Schedule C compensation
- Jenda Technologies — Schedule C compensation
- The Segal Company — Schedule C compensation