Back to filter
Original filing (PDF)20250711075837NAL0004544659001
NEW JERSEY NATURAL GAS COMPANY
Form 5500
FILING_RECEIVED
PLAN FOR RETIREMENT ALLOWANCES FOR REPRESENTED EMPLOYEES
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
260
Accounts w/ balance
—
Plan assets (EOY)
$166.0M
Net assets (EOY)
$166.0M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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
- 54 bps in Schedule C fees — 440% above peer band of 10 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 NEW JERSEY NATURAL GAS COMPANY.
Plan sponsor
Name
NEW JERSEY NATURAL GAS COMPANY
EIN
21-0621680
Address
1415 WYCKOFF RD · WALL TOWNSHIP, NJ · 077273940
Phone
(732) 938-1000
Industry
Utilitiessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-07-11
Pension benefit codes
1A · Pay-related DB formula
1E · Section 401(h) arrangement
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI | 06-1053228 | — | SOFTWARE CONSULTANT | $8K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEI INVESTMENTS | 23-1707341 | — | TRUSTEE | $606K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BDO USA, P.C. | 13-5381590 | — | AUDITOR | $61K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON PLC | 36-2235791 | — | ACTUARY | $221K | — |
Investments
1 pooled fund· $166.0M(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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| NEW JERSEY NATURAL GAS MASTER NEW JERSEY NATURAL GAS COMPANY · EIN 21-0621680 / PN 003 | Master Trust | $166.0M | 100.0% |