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Original filing (PDF)20250522111536NAL0004290784001
BD OF TRUSTEES HEAVY & GENERAL LABORERS' OF NJ ANNUITY FUND
Form 5500
FILING_RECEIVED
HEAVY & GENERAL LABORERS' LOCAL UNIONS 472 & 172 OF NJ ANNUITY PLAN
Defined-contribution retirement plan
Signals · 3
25% in single holdingNo recordkeeper disclosed20 service providers
Active participants
9,133
Accounts w/ balance
14,981
Plan assets (EOY)
$1.6B
Net assets (EOY)
$1.5B
How this plan invests
This plan
6 pooled trusts
Schedule D
6 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
87
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: PRISA ACCOUNT (extraction pending)]" is 25% of plan.
- 23 bps in Schedule C fees — 354% above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BD OF TRUSTEES HEAVY & GENERAL LABORERS' OF NJ ANNUITY FUND.
Plan sponsor
Name
BD OF TRUSTEES HEAVY & GENERAL LABORERS' OF NJ ANNUITY FUND
EIN
22-2331070
Address
700 RAYMOND BLVD · NEWARK, NJ · 071052909
Phone
(973) 589-5050
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-22
Pension benefit codes
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
SCHULTHEIS & PANETTIERI LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
20 rowsAdvisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 26-4310632 | — | INVESTMENT ADVISOR | $148K | — |
| F/M INVESTMENTS LLC | 93-4308588 | — | INVESTMENT ADVISOR | $134K | — |
| BICC SYSTEMS INC | 36-2852073 | — | COMPUTER CONSULTANT | $10K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ZAZZALI FAGELLA NOWAK KLEINBAUM & F | 22-1973215 | — | ATTORNEY | $19K | — |
Other
16| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ATALANTA SOSNOFF CAPITAL LLC | 20-0461050 | — | INVESTMENT MGT | $689K | — |
| PRUDENTIAL INSURANCE CO | 22-1211670 | — | INVESTMENT MGT | $492K | — |
| LORD ABBETT & CO LLC | 13-5620131 | — | NONE | $454K | — |
| BOSTON PARTNERS GLOBAL INVESTORS | 98-0202744 | — | NONE | $417K | — |
| WESTERN ASSET MANAGEMENT COMPANY | 95-2705767 | — | NONE | $251K | — |
| MANNING AND NAPIER ADVISORS LLC | 45-3240790 | — | INVESTMENT MGT | $231K | — |
| THE BANK OF NEW YORK MELLON | 13-5160382 | — | NONE | $207K | — |
| UNION LABOR LIFE INSUR CO | 13-1423090 | — | NONE | $108K | — |
| WEAVER C BARKSDALE & ASSOCIATES INC | 62-1217255 | — | NONE | $98K | — |
| NORTHERN TRUST CORPORATION | 36-2723087 | — | NONE | $90K | — |
| SCHULTHEIS AND PENETTIERI LLP | 13-1577780 | — | NONE | $71K | — |
| NATIONAL INVESTMENT SERVICE | 84-3937993 | — | NONE | $43K | — |
| SUSANIN WIDMAN & BRENNAN PC | 23-2265950 | — | NONE | $28K | — |
| THE SEGAL COMPANY (EASTERN STATES) | 13-1835864 | — | NONE | $26K | — |
| PROXY VOTE PLUS | 20-0509976 | — | NONE | $6K | — |
| SEGAL SELECT INSURANCE SERVICE INC | 46-0619194 | — | NONE | $0 | — |
Investments
6 pooled funds· $204.3M(13% 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.
Common Collective Trust
$117.9M
4 holdings
Pooled Separate Account
$86.5M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRISA SA PRUDENTIAL INSURANCE COMPANY · EIN 22-1211670 / PN 038 | Pooled Separate Account | — | — | $51.6M | 3.3% | |
| NT COLLECTIVE RUSSELL 3000 INDX NL NORTHERN TRUST CORPORATION · EIN 45-6138589 / PN 097 | Common Collective Trust | — | — | $44.3M | 2.9% | |
| SEPARATE ACCOUNT J UNION LABOR LIFE INSURANCE COMPANY · EIN 13-1423090 / PN 203 | Pooled Separate Account | — | — | $34.9M | 2.2% | |
| EB TEMPORARY INVESTMENT FUND THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 023 | Common Collective Trust | — | — | $31.2M | 2.0% | |
| NT COLLECTIVE (ACWI) EX-US FD NL NORTHERN TRUST CORPORATION · EIN 45-6138589 / PN 103 | Common Collective Trust | — | — | $22.0M | 1.4% | |
| NT COLLECTIVE EAFE INDEX FD NL NORTHERN TRUST CORPORATION · EIN 45-6138589 / PN 024 | Common Collective Trust | — | — | $20.3M | 1.3% |