Trucking Employees Of North Jersey Pension Fund — Form 5500 plan (Trucking Employees Of North Jersey 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, Trucking Employees Of North Jersey Pension Fund is a benefit plan reported by Trucking Employees Of North Jersey Pension Fund under EIN 22-6063702 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,785 participants and $721,292,254 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Trucking Employees Of North Jersey Pension Fund
EIN
22-6063702
Plan number
001
Plan type
1
Location
Elmwood Park, NJ
Latest filing year
2023
Participants
4,785
End-of-year plan assets
$721,292,254

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,785H, C20241015140507NAL0029907409004

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$721,292,254
Total liabilities (EOY)
$852,917
Net assets (EOY)
$720,439,337
Net assets (BOY)
$701,079,114

Income & contributions

Employer contributions
$6,316,113
Total contributions
$6,316,113
Total income / additions
$65,049,290

Expenses & distributions

Benefits paid
$46,264,116
Administrative expenses
-$575,049
Total expenses
$45,689,067
Net increase / (decrease)
$19,360,223

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Insight North AmericaPROVIDES SRVS FOR REL EBP$634,908not reported in the loaded dataset2023
Tenj Welfare FundREL EMPLOYEE BEN PLAN$612,684not reported in the loaded dataset2023
David W. New, PcPROVIDES SRVS FOR REL EBP$195,314not reported in the loaded dataset2023
The Segal CompanyPROVIDES SRVS FOR REL EBP$174,478not reported in the loaded dataset2023
Amalgamated BankPROVIDES SRVS FOR REL EBP$143,607$02023
Cohen, Leder, Montalbano & GrossmanPROVIDES SRVS FOR REL EBP$135,777not reported in the loaded dataset2023
Morgan Stanley Wealth ManagementPROVIDES SRVS FOR REL EBP$62,500not reported in the loaded dataset2023
Bridgeway Benefit Technologies LLCPROVIDES SRVS FOR REL EBP$57,695not reported in the loaded dataset2023
Buchbinder Tunick & Company LlpPROVIDES SRVS FOR REL EBP$37,800not reported in the loaded dataset2023
Jenda Technology LLCPROVIDES SRVS FOR REL EBP$27,550not reported in the loaded dataset2023

Related Form 5500 pages