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Original filing (PDF)20251015114507NAL0002237171002
SOUTH JERSEY LABOR & MANAGEMENT PENSION FUND
Form 5500
FILING_RECEIVED
SOUTH JERSEY LABOR & MANAGEMENT PENSION FUND
Defined-benefit pension plan
Signals · 2
69% in single holding~562 bps in Sched C fees
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$1.0M
Net assets (EOY)
$1.0M
How this plan invests
This plan
3 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
82
/ 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
75
Participation health
90
Knocking points off
- Top holding "Vanguard Short-Term Corp Bond" is 69% of plan.
- 562 bps in Schedule C fees — 981% above peer band of 52 bps.
- Plan is frozen (1I) — no new benefit accrual.
- No active participants reported but plan still holds assets.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOUTH JERSEY LABOR & MANAGEMENT PENSION FUND.
Plan sponsor
Name
SOUTH JERSEY LABOR & MANAGEMENT PENSION FUND
EIN
21-6013639
Address
27 ROLAND AVENUE, SUITE 100 · MT. LAUREL, NJ · 08054
Phone
(856) 793-2510
Industry
Manufacturingsee all
Plan administrator
Name
SOUTH JERSEY LABOR & MANAGEMENT PENSION FUND
EIN
21-6013639
City
MOUNT LAUREL, NJ
Phone
(856) 793-2510
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1B · Flat-dollar DB formula
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
BKC, CPAS PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BKC, CPA'S | — | WOODSTOWN, NJ | NONE | $21K | — |
| TRI-STATE ADMINISTRATORS | — | MOUNT LAUREL, NJ | NONE | $13K | — |
| WILLIAM A MARTIN | — | — | NONE | $12K | — |
| CHEIRON, INC. | — | MOUNT LAUREL, NJ | NONE | $11K | — |
| O'BRIEN, BELLAND, AND BUSHINSKY LLC | — | CHERRY HILL, NJ | NONE | $913 | — |
Investments
3 direct securities· $1.0M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Short-Term Corp Bond | — | — | $727K | $706K | 68.4% | |
| Morley Stable Value Fund | — | — | $207K | $243K | 23.5% | |
| Bank of America Money Market Savings Account | — | — | $70K | $70K | 6.7% |