Defined Benefit Plan of the Mid-Jersey Trucking Industry and Teamsters' EIN is 13-6043977.
Download the official 2024 Form 5500 (PDF) for Defined Benefit Plan of the Mid-Jersey Trucking Industry and Teamsters from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INSTITUTIONAL ASSET MGMT. | 04-3532603 | — | NONE | $100K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREAT LAKES ADVISORS, LLC | 80-0292839 | — | NONE | $307K | — |
| VILLANOVA INVESTMENT MANAGEMENT COM | 81-2973809 | — | NONE | $88K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MSPC, CPAS & ADVISORS, P.C. | 22-2951202 | — | ACCOUNTANT FOR LOCAL 701 | $40K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COHEN LEDER MONTALBANO &CONNAUGHTON | 41-2044610 | — | ATTORNEY FOR LOCAL 701 | $63K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LOOMIS SAYLES TRUST COMPANY | 20-8080381 | — | NONE | $208K | — |
| GROOM LAW GROUP, CHARTERED | 52-1219029 | — | NONE | $178K | — |
| KENNETH CARR | 13-6043977 | — | EMPLOYEE | $100K | — |
| GIANCARLO PREZIOSO | 13-6043977 | — | EMPLOYEE | $93K | — |
| AMALGAMATED BANK | 13-4920330 | — | NONE | $90K | — |
| FIRST ACTUARIAL CONSULTING, INC. | 26-3842522 | — | NONE | $88K | — |
| NEPC, LLC | 26-1429809 | — | NONE | $85K | — |
| SLEVIN & HART, P.C. | 52-1708613 | — | NONE | $67K | — |
| NELLIE LAKE | 13-6043977 | — | EMPLOYEE | $45K | — |
| WILLIAM BIRCHARD | 13-6043977 | — | EMPLOYEE | $29K | — |
| COLUMBIA MANAGEMENT INVESTMENT ADVI | 13-3180631 | — | NONE | $24K | — |
| BRIDGEWAY BENEFIT TECHNOLOGIES | 52-1796473 | — | NONE | $23K | — |
| BUSINESS CARD | — | WILMINGTON, DE | NONE | $5K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| GLOBAL EQUITY LONG-ONLY FUND LP FIERA CAPITAL INC. · EIN 90-0947943 / PN 001 | Common Collective Trust | — | $13.9M | $27.5M | 8.3% | |
| Hgk Trinity Street International Equity 17,922,264 | Other securities | — | $9.2M | $17.9M | 5.4% | |
| Intl Us Real Estate Invt Fund | Other securities | — | $16.3M | $17.9M | 5.4% | |
| LOOMIS SAYLES STR ALPHA TRUST LOOMIS SAYLES TRUST COMPANY · EIN 20-8080381 / PN 012 | Common Collective Trust | — | $14.4M | $17.8M | 5.4% | |
| FIAM SELECT EM. MARKETS EQTY COM PO FIDELITY INSTITUTIONAL ASSET MGT.TRUST CO. · EIN 20-4659714 / PN 100 | Common Collective Trust | — | $12.8M | $15.3M | 4.6% | |
| Crescent Capital High Income Fd B Lp 13,641,724 | Other securities | — | $10.6M | $13.6M | 4.1% | |
| CRESCENT CAPITAL TRUST II (LEVERED) GLOBAL TRUST COMPANY · EIN 32-6471303 / PN 005 | Common Collective Trust | — | $6.1M | $8.3M | 2.5% | |
| Entrust Specl Primal Oppt Fd Iv Ltd | Common Stocks | — | $6.0M | $6.3M | 1.9% | |
| Microsoft Corp | Common Stocks | — | $4.1M | $5.7M | 1.7% | |
| Nvidia Corporation | Common Stocks | — | $2.0M | $5.2M | 1.6% | |
| Invesco Pco Evergreen Fund L.P. | Mutual Funds | — | $3.9M | $3.9M | 1.2% | |
| Apple Inc | Common Stocks | — | $3.5M | $3.9M | 1.2% | |
| Amazon Com Inc | Common Stocks | — | $2.1M | $3.4M | 1.0% | |
| Cash - Wells Fargo | Cash / Money Market | — | $3.4M | $3.4M | 1.0% | |
| Alphabet Inc Class A | Common Stocks | — | $3.6M | $3.3M | 1.0% | |
| Dreyfis Cash Management Fund | Cash / Money Market | — | $2.8M | $2.8M | 0.8% | |
| Meta Platforms Inc Cl A | Common Stocks | — | $1.2M | $2.5M | 0.8% | |
| Broadcom Inc | Common Stocks | — | $1.2M | $2.4M | 0.7% | |
| AvalonBay Cmntys 2.90% 10/15/26 | Bonds / Notes | — | $2.2M | $2.3M | 0.7% | |
| Erp Operating Lp 3.25% 08/01/27 | Bonds / Notes | — | $2.2M | $2.3M | 0.7% | |
| Walt Disney Company 3.38% 11/15/26 | Bonds / Notes | — | $2.2M | $2.3M | 0.7% | |
| Regencycenters Lp 3.60% 02/01/27 | Bonds / Notes | — | $2.2M | $2.3M | 0.7% | |
| Ubs Group Ag Sr Nt 4.55% 04/17/26 | Bonds / Notes | — | $2.2M | $2.2M | 0.7% | |
| Banco Santander 5.18% 11/19/25 | Bonds / Notes | — | $2.2M | $2.2M | 0.7% | |
| Hsbc Holdings Plc 4.25% 08/18/25 | Bonds / Notes | — | $2.2M | $2.2M | 0.7% | |
| Interstate Corp Sr 4.10% 09/26/28 | Bonds / Notes | — | $2.0M | $2.0M | 0.6% | |
| JPMorgan Chase & Co. | Common Stocks | — | $1.5M | $2.0M | 0.6% | |
| National Retail Prop Inc 3.50% 10/15/27 | Bonds / Notes | — | $1.9M | $2.0M | 0.6% | |
| Digital Realty Trust 4.45% 07/15/28 | Bonds / Notes | — | $1.8M | $1.9M | 0.6% | |
| Mastercard Inc-Class A | Common Stocks | — | $1.4M | $1.9M | 0.6% | |
| Emerson Electric Co 1.80% 10/15/27 | Bonds / Notes | — | $1.7M | $1.8M | 0.5% | |
| Manulife Finl Corp Sr 2.48% 05/19/27 | Bonds / Notes | — | $1.7M | $1.8M | 0.5% | |
| Netflix Inc. | Common Stocks | — | $834K | $1.6M | 0.5% | |
| Entery Mississippi 2.85% 06/01/28 | Bonds / Notes | — | $1.5M | $1.6M | 0.5% | |
| Analog Devices Inc 3.50% 12/05/26 | Bonds / Notes | — | $1.5M | $1.5M | 0.5% | |
| Southern Calif Gas Co 2.95% 04/15/27 | Bonds / Notes | — | $1.5M | $1.5M | 0.5% | |
| Continental Resources 4.38% 01/15/28 | Bonds / Notes | — | $1.5M | $1.5M | 0.5% | |
| Athene Holding Ltd 4.13% 01/12/28 | Bonds / Notes | — | $1.5M | $1.5M | 0.5% | |
| Rpm International Inc 3.75% 03/15/27 | Bonds / Notes | — | $1.5M | $1.5M | 0.5% | |
| Virginia Elec & Power 3.80% 04/01/28 | Bonds / Notes | — | $1.5M | $1.5M | 0.5% | |
| Targa Res Corp 5.20% 07/01/27 | Bonds / Notes | — | $1.5M | $1.5M | 0.5% | |
| Energy Transfer Partners 4.75% 01/15/26 | Bonds / Notes | — | $1.5M | $1.5M | 0.4% | |
| Toyota Motor Credit Corp 4.55% 09/20/27 | Bonds / Notes | — | $1.5M | $1.5M | 0.4% | |
| Baidu Inc 1.72% 04/09/26 | Bonds / Notes | — | $1.3M | $1.4M | 0.4% | |
| Delta Air Lines Inc 7.38% 01/15/26 | Bonds / Notes | — | $1.4M | $1.4M | 0.4% | |
| Altria Group Inc 4.40% 02/14/26 | Bonds / Notes | — | $1.3M | $1.3M | 0.4% | |
| Sumitomo Mitsui Fin 3.45% 01/11/27 | Bonds / Notes | — | $1.3M | $1.3M | 0.4% | |
| Lloyds Banking Group Plc 4.65% 03/24/26 | Bonds / Notes | — | $1.2M | $1.2M | 0.4% | |
| Reliance Steel & Alum 1.30% 08/15/25 | Bonds / Notes | — | $1.1M | $1.2M | 0.4% | |
| Bat Intl Fin LLC 1.67% 03/05/26 | Bonds / Notes | — | $1.1M | $1.2M | 0.4% |
