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Original filing (PDF)20250728120341NAL0000749603001
NEW JERSEY MANUFACTURERS INSURANCE COMPANY
Form 5500
FILING_RECEIVED
NJM 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 2
25% in single holdingNo recordkeeper disclosed
Active participants
2,461
Accounts w/ balance
3,448
Plan assets (EOY)
$875.7M
Net assets (EOY)
$875.7M
How this plan invests
This plan
13 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
87
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Inst Idx Inst Plus" is 25% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (2 bps vs 6 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEW JERSEY MANUFACTURERS INSURANCE COMPANY.
Plan sponsor
Name
NEW JERSEY MANUFACTURERS INSURANCE COMPANY
EIN
21-0524225
Address
301 SULLIVAN WAY · WEST TRENTON, NJ · 08628
Phone
(609) 883-1300
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-28
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD GROUP INC. | 23-1945930 | — | NONE | $212K | — |
Investments
12 direct securities · 13 pooled funds· $875.7M(100% of reported assets)
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.
Uncategorized
$653.9M
12 holdings
Common Collective Trust
$221.8M
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Inst Idx Inst Plus | — | — | — | $222.6M | 25.4% | |
| NJM Stable Value Fund | — | — | — | $218.9M | 25.0% | |
| JPMorgan Lg Cap Gr R6 | — | — | — | $106.7M | 12.2% | |
| COLUMBIA TR DIVID INCOME FD INST 3 AMERIPRISE TRUST COMPANY · EIN 87-1854339 / PN 090 | Common Collective Trust | — | — | $57.8M | 6.6% | |
| Vanguard Total Bond Idx Inst | — | — | — | $25.3M | 2.9% | |
| Vanguard Md-Cap Index Fund Ins | — | — | — | $25.2M | 2.9% | |
| MFS Intl Div Cl R6 | — | — | — | $25.1M | 2.9% | |
| VANGUARD TGT RETIRE 2030 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $23.8M | 2.7% | |
| VANGUARD TGT RETIRE 2025 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $23.5M | 2.7% | |
| VANGUARD TGT RETIRE 2035 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $22.3M | 2.5% | |
| VANGUARD TGT RETIRE 2050 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $16.1M | 1.8% | |
| VANGUARD TGT RETIRE 2045 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $15.9M | 1.8% | |
| VANGUARD TGT RETIRE 2055 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $15.9M | 1.8% | |
| VANGUARD TGT RETIRE 2040 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $15.4M | 1.8% | |
| VANGUARD TGT RETIRE 2020 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $12.6M | 1.4% | |
| VANGUARD TGT RETIRE 2060 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $8.2M | 0.9% | |
| JPM Small Cap Growth R6 | — | — | — | $7.9M | 0.9% | |
| VANGUARD TGT RETIRE INC TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $7.9M | 0.9% | |
| Loan Fund | — | — | — | $5.4M | 0.6% | |
| Small-Cap Index Fund Adm | — | — | — | $5.3M | 0.6% | |
| Tot Intl Stock Ix Admiral | — | — | — | $5.2M | 0.6% | |
| Fidelity Total Bond K6 Fd | — | — | — | $4.4M | 0.5% | |
| VANGUARD TGT RETIRE 2065 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $2.4M | 0.3% | |
| Allspring Special MdCp Val R6 | — | — | — | $1.8M | 0.2% | |
| VANGUARD TGT RETIRE 2070 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $120K | <0.1% |