Original filing (PDF)20260108141202NAL0012168402001

BOARD OF TRUSTEES H&GL LOCAL UNIONS 472 & 172 OF NJ PENSION FUND

Name: BOARD OF TRUSTEES H&GL LOCAL UNIONS 472 & 172 OF NJ PENSION FUND — HEAVY AND GENERAL LABORERS' LOCAL UNIONS 472 AND 172 OF NEW JERSEY PENSION FUND, Form 5500 (2024)
Creator: BOARD OF TRUSTEES H&GL LOCAL UNIONS 472 & 172 OF NJ PENSION FUND

Form 5500

FILING_RECEIVED

HEAVY AND GENERAL LABORERS' LOCAL UNIONS 472 AND 172 OF NEW JERSEY PENSION FUND

Defined-benefit pension plan

Signals · 3

27% in single holdingNo recordkeeper disclosed23 service providers

Active participants

7,670

Accounts w/ balance

—

Plan assets (EOY)

$1.8B

Net assets (EOY)

$1.8B

How this plan invests

This plan

9 pooled trusts

Schedule D

10 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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

Participation health

100

Knocking points off

Top holding "[DFE: NT COLLECTIVE RUSSELL 3000 INDEX FU (no filing on disk)]" is 27% of plan.
25 bps in Schedule C fees — 401% 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 BOARD OF TRUSTEES H&GL LOCAL UNIONS 472 & 172 OF NJ PENSION FUND.

Plan sponsor

Name

BOARD OF TRUSTEES H&GL LOCAL UNIONS 472 & 172 OF NJ PENSION FUND

EIN

22-6032103

Address

700 RAYMOND BOULEVARD · 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

2024-04-01

Tax period

2025-03-31

Filed

2026-01-08

Pension benefit codes

1B · Flat-dollar DB formula

Audit & trust (Schedule H)

Auditor

HULSE & ASSOCIATES, P.C.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

23 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORGAN STANLEY SMITH BARNEY LLC	11-3658445	—	CONSULTANT - EMPLOYEE ORG	$702K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
HULSE & ASSOCIATES, P.C.	22-3194968	—	AUDITOR - EMPLOYEE ORG	$94K	—

Legal counsel

Name	EIN	Location	Relation	Direct comp	Indirect comp
ZAZZALI P.C.	22-1973215	—	ATTORNEY - EMPLOYEE ORG	$26K	—

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
ATALANTA SOSNOFF CAPITAL, LLC	20-0461050	—	INVEST MGT - EMPLOYEE ORG	$823K	—
WCM INVESTMENT MANAGEMENT, LLC	95-3046237	—	NONE	$533K	—
PRUDENTIAL INSURANCE CO. OF AMERICA	22-1211670	—	NONE	$412K	—
BOYD WATTERSON ASSET MANAGEMENT LLC	34-1922005	—	NONE	$353K	—
MANNING & NAPIER ADVISORS, LLC	45-3240790	—	NONE	$273K	—
ULLICO INVESTMENT ADVISORS INC.	52-6435649	—	NONE	$208K	—
INTERCONTINENTAL REAL ESTATE CORP	04-2895544	—	NONE	$182K	—
THE BANK OF NEW YORK MELLON	13-5160382	—	ADMIN.TO PARTY-IN-INTERES	$161K	—
UNION LABOR LIFE INSURANCE COMPANY	13-1423090	—	NONE	$145K	—
THE NORTHERN TRUST COMPANY	36-1561860	—	NONE	$131K	—
THE SEGAL COMPANY EAST ST. , INC.	13-1835864	—	NONE	$119K	—
WEAVER C. BARKSDALE ASSOCIATES,INC.	62-1217255	—	NONE	$103K	—
LOOMIS SAYLES & COMPANY	04-3200030	—	NONE	$52K	—
PERFECT PRINTING SOLUTIONS, INC.	47-4140223	—	NONE	$38K	—
NATIONSTAR MORTGAGE LLC DB RUSHMORE	45-2156869	—	NONE	$33K	—
SUSANIN, WIDMAN & BRENNAN, PC	23-2265950	—	NONE	$22K	—
COWEN & COMPANY LLC & TD SECURITIES	13-3989198	—	NONE	$16K	—
BICC SYSTEMS, INC.	36-2852073	—	INFO MGT. - EMPLOYEE ORG	$9K	—
PENSION BENEFIT INFORMATION, LLC	82-4722389	—	NONE	$7K	—
SEGAL SELECT INSURANCE SERVICES,INC	46-0619194	—	NONE	—	—

Investments

2 direct securities · 9 pooled funds· $348.4M(20% 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

$238.6M

6 holdings

Pooled Separate Account

$82.0M

2 holdings

103-12 Investment Entity

$13.9M

1 holding

Uncategorized

$13.9M

2 holdings

Investment	Type	Shares / units	Cost	Current value	% of plan
NT COLLECTIVE RUSSELL 3000 INDEX FU NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 097	Common Collective Trust	—	—	$91.0M	5.1%
PRUDENTIAL CORE BOND FUND PRUDENTIAL TRUST CO. · EIN 23-6994310 / PN 125	Common Collective Trust	—	—	$58.4M	3.3%
PRISA SA PRUDENTIAL INSURANCE COMPANY OF AMERICA · EIN 22-1211670 / PN 038	Pooled Separate Account	—	—	$54.4M	3.1%
EB TEMPORARY INVESTMENT THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 023	Common Collective Trust	—	—	$38.4M	2.2%
NT COLLECTIVE EAFE INDEX FUND - NON NOTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 024	Common Collective Trust	—	—	$29.4M	1.7%
SEPARATE ACCOUNT J THE UNION LABOR LIFE INSURANCE COMPANY · EIN 13-1423090 / PN 203	Pooled Separate Account	—	—	$27.6M	1.6%
NT COLLECTIVE ALL COUNTRY WORLD IND NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 103	Common Collective Trust	—	—	$21.4M	1.2%
ULLICO INFRASTRUCTURE TAX-EXEMPT FU ULLICO INVESTMENT ADVISORS, INC · EIN 90-0622302 / PN 001	103-12 Investment Entity	—	—	$13.9M	0.8%
1 INVESTMENT IN MASTER FUND	—	—	—	$13.9M	0.8%
RECEIVABLE FROM MASTER FUND	—	—	$47K	$47K	<0.1%
NT COLLECTIVE SHORT TERM INVESTMENT NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 084	Common Collective Trust	—	—	$2K	<0.1%