Back to filter
Original filing (PDF)20250925150201NAL0009329424001
BOARD OF TRUSTEES
Form 5500
FILING_RECEIVED
NYSA-ILA CONTAINER ROYALTY FUND
Health & welfare plan
Signals · 2
No recordkeeper disclosed6 service providers
Active participants
4,202
Accounts w/ balance
—
Plan assets (EOY)
$56.4M
Net assets (EOY)
$36.4M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 58 bps in Schedule C fees — 265% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES.
Plan sponsor
Name
BOARD OF TRUSTEES
EIN
13-6264730
Address
10 EXCHANGE PLACE SUITE 1400 · JERSEY CITY, NJ · 07302
Phone
(201) 479-3605
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
504
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-25
Welfare benefit codes
4Q · Other
Audit & trust (Schedule H)
Auditor
DESENA & CO CPAS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsAccountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DESENA & COMPANY | 20-0609534 | EAST HANOVER, NJ | AUDITOR | $20K | — |
Legal counsel
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE LAMBOS FIRM LLP | 13-3864093 | TARRYTOWN, NY | NYSA COUNSEL | $20K | — |
| MAZZOLA MARDON, P.C. | 13-3303633 | NEW YORK, NY | ILA COUNSEL | $20K | — |
Insurance
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILA MANAGED HEALTH CARE | 13-3968546 | NEW YORK, NY | HEALTH INSURANCE | $44K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANDREW MILLICHIP | 13-6264730 | JERSEY CITY, NJ | EMPLOYEE | $132K | — |
| JOSEPH GIOENI | 13-6264730 | JERSEY CITY, NJ | EMPLOYEE | $93K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Similar-size Transportation & Warehousing plans
SEACOR MARINE PAYROLL MANAGEMENT LLC
SEACOR MARINE 401(K) PLAN
$56.6M · 261 participants
BOARD OF TRUSTEES, SOUTHWEST MARINE PENSION TRUST
SOUTHWEST MARINE PENSION TRUST
$53.7M · 99 participants
AMERICAN PRESIDENT LINES, LLC
AMERICAN PRESIDENT LINES, LLC RETIREMENT ACCOUNT PLAN
$59.3M · 36 participants
BOARD OF TRUSTEES SEAFARERS VACATION PLA
SEAFARERS VACATION PLAN
$59.4M · 5,782 participants
OSG BULK SHIPS, INC.
OSG BULK SHIPS, INC. 401(K) PLAN
$53.4M · 179 participants
ATLANTIC CONTAINER LINE USA LLC
PENSION PLAN FOR EMPLOYEES OF ATLANTIC CONTAINER LINE
$53.3M · 51 participants
Large plans in New Jersey
JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
JPMORGAN CHASE 401(K) SAVINGS PLAN
$52.9B · 185,310 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
PGIM, INC.
PGIM FIXED INCOME GLOBAL LIQUIDITY RELATIVE VALUE MASTER FUND, LTD.
$38.4B
VERIZON COMMUNICATIONS INC.
VERIZON SAVINGS PLAN FOR MANAGEMENT EMPLOYEES
$29.4B · 63,563 participants
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN TRUST
$24.2B
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN
$23.6B · 44,280 participants