Kristen Sherman signed New Jersey Education Association's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
New Jersey Education Association's EIN is 21-0524390.
Download the official 2023 Form 5500 (PDF) for New Jersey Education Association from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)New Jersey Education Association's plan includes a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEI INVESTMENTS | 23-1707341 | — | NONE | $1.4M | — |
| THE SEGAL COMPANY | 13-1835864 | — | NONE | $71K | — |
| DELAWARE CHARTER GUARANTEE & TRUST | 51-0099493 | — | NONE | $67K | — |
| NOVAK FRANCELLA | 61-1436956 | — | NONE | $35K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $260.0M | 67.5% | |
| [Assets held in common collective trust] | Other | — | — | $87.0M | 22.6% | |
| SEI SPECIAL SITUATIONS COLLECTIVE T SEI TRUST COMPANY · EIN 27-0977453 / PN 038 | Common Collective Trust | — | — | $35.2M | 9.1% | |
| SEI CORE PROPERTY INVESTMENT TRUST SEI TRUST COMPANY · EIN 27-3224429 / PN 045 | Common Collective Trust | — | — | $21.8M | 5.7% | |
| SEI GLOBAL PRIVATE ASSETS IV COLLEC SEI TRUST COMPANY · EIN 81-5067490 / PN 103 | Common Collective Trust | — | — | $17.7M | 4.6% | |
| SEI GLOBAL PRIVATE ASSETS V COLLEC SEI TRUST COMPANY · EIN 84-3069065 / PN 136 | Common Collective Trust | — | — | $10.5M | 2.7% | |
| [Assets held in interest-bearing cash] | Other | — | — | $2.0M | 0.5% |
