New Jersey Health Care Employers- Pension Plan — Form 5500 plan (District 1199j-New Jersey Health Care Employers-)
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 Health Care Employers- Pension Plan is a benefit plan reported by District 1199j-New Jersey Health Care Employers- under EIN 22-3095464 and plan number 001. The latest loaded filing year is 2023. The filing reports 9,231 participants and $250,003,648 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- District 1199j-New Jersey Health Care Employers-
- EIN
- 22-3095464
- Plan number
- 001
- Plan type
- 1
- Location
- Newark, NJ
- Latest filing year
- 2023
- Participants
- 9,231
- End-of-year plan assets
- $250,003,648
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9,231 | H, C | 20241015162359NAL0030329697002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $250,003,648
- Total liabilities (EOY)
- $341,612
- Net assets (EOY)
- $249,662,036
- Net assets (BOY)
- $240,876,920
Income & contributions
- Employer contributions
- $12,317,423
- Total contributions
- $13,202,472
- Total income / additions
- $37,642,371
Expenses & distributions
- Benefits paid
- $25,951,893
- Administrative expenses
- $2,905,362
- Total expenses
- $28,857,255
- Net increase / (decrease)
- $8,785,116
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nepc, LLC | NONE | $276,242 | not reported in the loaded dataset | 2023 |
| Milliman Inc | NONE | $127,660 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $95,555 | not reported in the loaded dataset | 2023 |
| Preciosa Lavrador | EMPLOYEE | $93,297 | not reported in the loaded dataset | 2023 |
| Ana Silva | EMPLOYEE | $87,750 | not reported in the loaded dataset | 2023 |
| Oxfeld Cohen Pc | NONE | $76,404 | not reported in the loaded dataset | 2023 |
| Brian D. Sullivan Law Office | NONE | $75,600 | not reported in the loaded dataset | 2023 |
| Channing Capital Management LLC | NONE | $70,802 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $59,785 | not reported in the loaded dataset | 2023 |
| Elisa Lombardozzi | EMPLOYEE | $59,714 | not reported in the loaded dataset | 2023 |
| Priyanka Patel | EMPLOYEE | $51,086 | not reported in the loaded dataset | 2023 |
| Jennifer Ebel | EMPLOYEE | $49,247 | not reported in the loaded dataset | 2023 |
| Michael Pisani Jr | EMPLOYEE | $44,490 | not reported in the loaded dataset | 2023 |
| The Segal Group Inc. | NONE | $42,991 | not reported in the loaded dataset | 2023 |
| Kennedy Lewis Investment Management | NONE | $37,286 | not reported in the loaded dataset | 2023 |
| Syntonic Systems | NONE | $36,375 | not reported in the loaded dataset | 2023 |
| Wellington Trust | NONE | $26,084 | $0 | 2023 |
| Principal Custody Solutions | NONE | $21,454 | not reported in the loaded dataset | 2023 |
| Wells Fargo | NONE | $19,883 | not reported in the loaded dataset | 2023 |
| Hardman Johnston Global Advisors Ll | NONE | $17,350 | not reported in the loaded dataset | 2023 |
| American Arbitration Association | NONE | $15,000 | not reported in the loaded dataset | 2023 |
| Loomis Sayles Trust Company | NONE | $11,880 | not reported in the loaded dataset | 2023 |
| Garcia Hamilton & Associates | NONE | $10,975 | not reported in the loaded dataset | 2023 |
| Robert Half International Inc. | NONE | $9,727 | not reported in the loaded dataset | 2023 |
| Pension Benefit Information, LLC | NONE | $9,111 | not reported in the loaded dataset | 2023 |
| Perfect Printing Solutions, Inc. | NONE | $7,389 | not reported in the loaded dataset | 2023 |
| Paychex, Inc. | NONE | $7,233 | not reported in the loaded dataset | 2023 |
| Park Hill Group LLC | NONE | $0 | $6,705 | 2023 |
| Wilentz, Goldman & Spitzer, Pa | NONE | $6,667 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for District 1199j-New Jersey Health Care Employers-
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Newark, NJ
- Nepc, LLC — Schedule C compensation
- Milliman Inc — Schedule C compensation
- Us Bank — Schedule C compensation
- Preciosa Lavrador — Schedule C compensation
- Ana Silva — Schedule C compensation
- Oxfeld Cohen Pc — Schedule C compensation
- Brian D. Sullivan Law Office — Schedule C compensation
- Channing Capital Management LLC — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Elisa Lombardozzi — Schedule C compensation
- Priyanka Patel — Schedule C compensation
- Jennifer Ebel — Schedule C compensation
- Michael Pisani Jr — Schedule C compensation
- The Segal Group Inc. — Schedule C compensation
- Kennedy Lewis Investment Management — Schedule C compensation
- Syntonic Systems — Schedule C compensation
- Wellington Trust — Schedule C compensation
- Principal Custody Solutions — Schedule C compensation
- Wells Fargo — Schedule C compensation
- Hardman Johnston Global Advisors Ll — Schedule C compensation
- American Arbitration Association — Schedule C compensation
- Loomis Sayles Trust Company — Schedule C compensation
- Garcia Hamilton & Associates — Schedule C compensation
- Robert Half International Inc. — Schedule C compensation
- Pension Benefit Information, LLC — Schedule C compensation
- Perfect Printing Solutions, Inc. — Schedule C compensation
- Paychex, Inc. — Schedule C compensation
- Park Hill Group LLC — Schedule C compensation
- Wilentz, Goldman & Spitzer, Pa — Schedule C compensation