Heavy And General Laborers' Local Unions 472 And 172 Of New Jersey Pension Fund — Form 5500 plan (Board Of Trustees H&Gl Local Unions 472 & 172 Of Nj Pension 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 And General Laborers' Local Unions 472 And 172 Of New Jersey Pension Fund is a benefit plan reported by Board Of Trustees H&Gl Local Unions 472 & 172 Of Nj Pension Fund under EIN 22-6032103 and plan number 001. The latest loaded filing year is 2023. The filing reports 13,438 participants and $1,642,683,528 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees H&Gl Local Unions 472 & 172 Of Nj Pension Fund
- EIN
- 22-6032103
- Plan number
- 001
- Plan type
- 1
- Location
- Newark, NJ
- Latest filing year
- 2023
- Participants
- 13,438
- End-of-year plan assets
- $1,642,683,528
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 13,438 | H, C | 20250114101203NAL0019691873001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,642,683,528
- Total liabilities (EOY)
- $34,222,001
- Net assets (EOY)
- $1,608,461,527
- Net assets (BOY)
- $1,366,520,392
Income & contributions
- Employer contributions
- $132,981,420
- Total contributions
- $132,981,420
- Total income / additions
- $324,852,983
Expenses & distributions
- Benefits paid
- $78,588,313
- Administrative expenses
- $4,323,535
- Total expenses
- $82,911,848
- Net increase / (decrease)
- $241,941,135
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Atalanta Sosnoff Capital, LLC | INVEST MGT - EMPLOYEE ORG | $667,063 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney LLC | CONSULTANT - EMPLOYEE ORG | $488,716 | not reported in the loaded dataset | 2023 |
| Wcm Investment Management, LLC | NONE | $457,247 | not reported in the loaded dataset | 2023 |
| Prudential Insurance Co. Of America | NONE | $436,003 | not reported in the loaded dataset | 2023 |
| Manning & Napier Advisors, LLC | NONE | $339,561 | not reported in the loaded dataset | 2023 |
| Boyd Watterson Asset Management LLC | NONE | $271,535 | not reported in the loaded dataset | 2023 |
| Ullico Investment Advisors Inc. | NONE | $202,616 | not reported in the loaded dataset | 2023 |
| Intercontinental Real Estate Corp | NONE | $180,038 | not reported in the loaded dataset | 2023 |
| Union Labor Life Insurance Company | NONE | $140,923 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | ADMIN.TO PARTY-IN-INTERES | $130,311 | not reported in the loaded dataset | 2023 |
| The Segal Company East St. , Inc. | NONE | $120,640 | not reported in the loaded dataset | 2023 |
| The Northern Trust Company | NONE | $110,121 | not reported in the loaded dataset | 2023 |
| Weaver C. Barksdale Associates,Inc. | NONE | $98,776 | not reported in the loaded dataset | 2023 |
| Hulse & Associates, P.C. | AUDITOR - EMPLOYEE ORG | $93,750 | not reported in the loaded dataset | 2023 |
| Rushmore Servicing, LLC | NONE | $38,394 | not reported in the loaded dataset | 2023 |
| Zazzali P.C. | ATTORNEY - EMPLOYEE ORG | $23,481 | not reported in the loaded dataset | 2023 |
| Susanin, Widman & Brennan, Pc | NONE | $18,327 | not reported in the loaded dataset | 2023 |
| Cowen And Company LLC | NONE | $17,733 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services,Inc | NONE | not reported in the loaded dataset | $17,246 | 2023 |
| Perfect Printing Solutions, Inc. | NONE | $12,839 | not reported in the loaded dataset | 2023 |
| Bicc Systems, Inc. | INFO MGT. - EMPLOYEE ORG | $6,636 | not reported in the loaded dataset | 2023 |
| Nu-Century Prod. LLC T/A Pdi | NONE | $5,184 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees H&Gl Local Unions 472 & 172 Of Nj Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Newark, NJ
- Atalanta Sosnoff Capital, LLC — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Wcm Investment Management, LLC — Schedule C compensation
- Prudential Insurance Co. Of America — Schedule C compensation
- Manning & Napier Advisors, LLC — Schedule C compensation
- Boyd Watterson Asset Management LLC — Schedule C compensation
- Ullico Investment Advisors Inc. — Schedule C compensation
- Intercontinental Real Estate Corp — Schedule C compensation
- Union Labor Life Insurance Company — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- The Segal Company East St. , Inc. — Schedule C compensation
- The Northern Trust Company — Schedule C compensation
- Weaver C. Barksdale Associates,Inc. — Schedule C compensation
- Hulse & Associates, P.C. — Schedule C compensation
- Rushmore Servicing, LLC — Schedule C compensation
- Zazzali P.C. — Schedule C compensation
- Susanin, Widman & Brennan, Pc — Schedule C compensation
- Cowen And Company LLC — Schedule C compensation
- Segal Select Insurance Services,Inc — Schedule C compensation
- Perfect Printing Solutions, Inc. — Schedule C compensation
- Bicc Systems, Inc. — Schedule C compensation
- Nu-Century Prod. LLC T/A Pdi — Schedule C compensation