Original filing (PDF)20250613142853NAL0017959793001

LOCAL NO. 863 PENSION PLAN

Name: LOCAL NO. 863 PENSION PLAN — Form 5500 (2023)
Creator: LOCAL NO. 863 PENSION PLAN

Form 5500

FILING_RECEIVED

Defined-benefit pension plan

Signals · 1

6 service providers

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$368.7M

Net assets (EOY)

$368.7M

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)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LOCAL NO. 863 PENSION PLAN.

Plan sponsor

Name

LOCAL NO. 863 PENSION PLAN

EIN

22-1598194

Address

209 SUMMIT ROAD · MOUNTAINSIDE, NJ · 070922304

Phone

(908) 654-3361

Industry

Finance & Insurancesee all

Plan administrator

Name

TRUSTEES OF THE PENSION FUND OF TEAMSTERS LOCAL UNION NO 863

EIN

22-1598194

City

MOUNTAINSIDE, NJ

Phone

(908) 654-3361

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-09-01

Tax period

2024-08-31

Filed

2025-06-13

Pension benefit codes

1B · Flat-dollar DB formula

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

BEDERSON LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

6 rows

Custodian

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL BANK	42-1466678	DES MOINES, IA	CUSTODIAN-FINANCIAL INST	$410K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
JANNEY MONTGOMERY SCOTT LLC	84-3149820	BEDMINSTER, NJ	INVESTMENT MANAGEMENT	$109K	—
KEN NOWAK, ESQ	14-9387261	NEW YORK, NY	LEGAL CONSULTANT	$93K	—
MORGAN STANLEY WEALTH MANAGEMENT

Investments

1 pooled fund· $39.5M(11% 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.