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Original filing (PDF)20251013102746NAL0001705376001
BOARD OF TRUSTEES, RETIREE PLAN OF THE NJBLS WELFARE FUND
Form 5500
FILING_RECEIVED
RETIREE PLAN OF THE NEW JERSEY BUILDING LABORERS STATEWIDE WELFARE FUND
Health & welfare plan
Signals · 1
~3230 bps in Sched C fees
Active participants
—
Accounts w/ balance
—
Plan assets (EOY)
$432K
Net assets (EOY)
$0
Plan health score (directional)
86
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 3230 bps in Schedule C fees — 1945% above peer band of 158 bps.
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 BOARD OF TRUSTEES, RETIREE PLAN OF THE NJBLS WELFARE FUND.
Plan sponsor
Name
BOARD OF TRUSTEES, RETIREE PLAN OF THE NJBLS WELFARE FUND
EIN
22-1764453
Address
485 ROUTE 1 · SUITE B-401 · ISELIN, NJ · 08830
Phone
(201) 963-0633
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
502
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4L · Death Benefits (other than life insurance)
4U · Dependent Care
Audit & trust (Schedule H)
Auditor
SCHULTHEIS & PANETTIERI, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAccountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHULTHEIS & PANETTIERI, LLP | 13-1577780 | — | AUDITOR | $6K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNITED HEALTHCARE SERVICES INC. | 41-1289245 | — | NONE | $120K | — |
| DELTA DENTAL OF NEW JERSEY INC | 22-1896118 | — | NONE | $14K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.