Original filing (PDF)20251015104510NAL0002163587008

TRUCKING EMPLOYEES OF NORTH JERSEY PENSION FUND

Name: TRUCKING EMPLOYEES OF NORTH JERSEY PENSION FUND — Form 5500 (2024)
Creator: TRUCKING EMPLOYEES OF NORTH JERSEY PENSION FUND

Form 5500

FILING_RECEIVED

Defined-benefit pension plan

Signals · 2

No recordkeeper disclosed14 service providers

Active participants

349

Accounts w/ balance

—

Plan assets (EOY)

$735.9M

Net assets (EOY)

$727.9M

How this plan invests

This plan

2 pooled trusts

Schedule D

316 securities

funds · stocks · CUSIPs

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

Plan health score

/ 100

Grade B

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRUCKING EMPLOYEES OF NORTH JERSEY PENSION FUND.

Plan sponsor

Name

TRUCKING EMPLOYEES OF NORTH JERSEY PENSION FUND

EIN

22-6063702

Address

303 MOLNAR DRIVE · ELMWOOD PARK, NJ · 074073213

Phone

(201) 867-3553

Industry

Transportation & Warehousingsee 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

2025-10-15

Pension benefit codes

1B · Flat-dollar DB formula

1H · PBGC-terminated and closed out

Audit & trust (Schedule H)

Auditor

BARATZ & ASSOCIATES, P.A.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

14 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
INSIGHT NORTH AMERICA	82-0983489	—	PROVIDES SRVS FOR REL EBP	$625K	—
TENJ WELFARE FUND	22-1461069	—	REL EMPLOYEE BEN PLAN

Investments

316 direct securities · 2 pooled funds· $824.9M(100% 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.

Corporate Bonds

$444.8M

234 holdings

Common Collective Trust

$127.3M

2 holdings

Common Collective Trusts

$123.9M

2 holdings

Bonds / Notes

$64.0M

41 holdings

U.S. Treasuries

$50.5M

34 holdings

Cash / Money Market

$14.2M

4 holdings

Other securities

$37K

1 holding

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

JPMorgan$14.3M Wells Fargo / Allspring$14.2M Goldman Sachs$10.6M MetLife$4.1M Fidelity$4.0M State Street / SPDR$1.8M Schwab$1.0M

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ELI LILLY AND COMPANY

THE LILLY RETIREMENT PLAN MASTER TRUST

$12.1B

					% of plan
BNYM MELLON AFL CIO SL STOCK INDEX THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 340	Common Collective Trust	—	—	$123.9M	16.8%
Collective Trusts BNYM MELLON AFL CIO SL STOCK INDEX FUND Collective Trust	Common Collective Trusts	—	$72.0M	$107.0M	14.5%
BNYM MELLON AFL CIO SL STOCK INDEX FUND - LEGACY Collective Trust	Common Collective Trusts	—	$11.8M	$16.9M	2.3%
BANK OF AMERICA CORP 5.875% 02/07/2042	Corporate Bonds	—	$10.9M	$10.5M	1.4%
GOLDMAN SACHS GROUP 3.8% 3/15/2030	Corporate Bonds	—	$9.9M	$10.1M	1.4%
CITIGROUP INC 3.7% 01/12/2026	Corporate Bonds	—	$9.6M	$9.9M	1.3%
DREYFUS GOVERNMENT CASH MANAGEMENT CASH EQUIVALENTS 299 DREYFUS GOVERNMENT CASH MANAGEMENT CASH EQUIVALENTS	Cash / Money Market	—	$9.1M	$9.1M	1.2%
WELLS FARGO & COMPANY 4.15% 01/24/2029	Corporate Bonds	—	$7.7M	$7.8M	1.1%
Foreign Corporate Bonds ROYALTY PHARMA PLC SR 1.75% 09/02/2027	Bonds / Notes	—	$5.9M	$6.3M	0.9%
AT&T INC GLBL NT 2.55% 12/01/2033	Corporate Bonds	—	$5.9M	$6.0M	0.8%
RYDER SYS INC FR 4.3% 06/15/2027	Corporate Bonds	—	$6.0M	$5.9M	0.8%
WELLS FARGO & COMPANY 3% 10/23/2026	Corporate Bonds	—	$5.3M	$5.5M	0.8%
US Treasury Notes US TREASURY NOTE 4.625% 04/30/2029	U.S. Treasuries	—	$5.5M	$5.5M	0.7%
INTERCONTINENTALEXCHANGE 3.75% 12/01/25	Corporate Bonds	—	$5.5M	$5.5M	0.7%
ENERGY TRANSFER OPERATING 3.75% 05/15/30	Corporate Bonds	—	$5.2M	$5.3M	0.7%
GENERAL MTRS FINL CO INC 2.4% 10/15/2028	Corporate Bonds	—	$4.9M	$5.3M	0.7%
XCEL ENERGY INC GLBL 1.75% 03/15/2027	Corporate Bonds	—	$5.1M	$5.2M	0.7%
DREYFUS GOVERNMENT CASH MANAGEMENT CASH EQUIVALENTS	Cash / Money Market	—	$5.1M	$5.1M	0.7%
Foreign Corporate Bonds SCHLUMBERGER INVT 2.65% 06/26/30	Bonds / Notes	—	$5.0M	$5.0M	0.7%
BRISTOL-MYERS SQUIBB CO 5.1% 02/22/2031	Corporate Bonds	—	$5.1M	$5.0M	0.7%
Floating Rate Corporate Bonds CAPITAL ONE FINL CORP VAR 05/10/2033	Bonds / Notes	—	$4.3M	$4.2M	0.6%
CAPITAL ONE FINANCIAL CO 3.75% 07/28/26	Corporate Bonds	—	$4.0M	$4.1M	0.6%
COMCAST CORP 3.75% 4/1/2040	Corporate Bonds	—	$4.7M	$4.1M	0.6%
JM SMUCKER CO 3.375% 12/15/2027	Corporate Bonds	—	$4.0M	$4.0M	0.5%
WILLIAMS PARTNERS LP 99.949% 06/15/2027	Corporate Bonds	—	$4.0M	$4.0M	0.5%
FIDELITY NATL INFORMATION 1.15% 03/01/26	Corporate Bonds	—	$3.7M	$4.0M	0.5%
ALTRIA GROUP INC SR NT 3.4% 02/04/2041	Corporate Bonds	—	$3.8M	$4.0M	0.5%
Foreign Corporate Bonds HSBC HLDGS PLC SR 4.95% 03/31/2030	Bonds / Notes	—	$3.9M	$3.9M	0.5%
VERIZON COMMUNICATIONS 3.875% 03/01/2052	Corporate Bonds	—	$4.6M	$3.9M	0.5%
SIMON PROPERTY GROUP LP 3.8% 07/15/50	Corporate Bonds	—	$4.4M	$3.9M	0.5%
AT&T INC 3.5% 06/01/41	Corporate Bonds	—	$4.0M	$3.8M	0.5%
JPMORGAN CHASE & CO 3.3% 04/01/2026	Corporate Bonds	—	$3.6M	$3.7M	0.5%
BROADCOM INC SR GLBL 4.3% 11/15/2032	Corporate Bonds	—	$3.7M	$3.7M	0.5%
UNITEDHEALTH GROUP INC 3.85% 06/15/2028	Corporate Bonds	—	$3.8M	$3.7M	0.5%
JPMORGAN CHASE & CO 5.4% 01/06/2042	Corporate Bonds	—	$3.8M	$3.6M	0.5%
JPMORGAN CHASE & CO 6.4% 05/15/38	Corporate Bonds	—	$3.6M	$3.5M	0.5%
MPLX LP 5.5% 02/15/2049	Corporate Bonds	—	$3.8M	$3.5M	0.5%
CHEVRON USA INC GLBL 0.687% 08/12/2025	Corporate Bonds	—	$3.3M	$3.5M	0.5%
SOUTHERN CO GAS CAPITAL 4.4% 05/30/2047	Corporate Bonds	—	$3.9M	$3.5M	0.5%
CVS HEALTH CORP 1.3% 08/21/27	Corporate Bonds	—	$3.3M	$3.4M	0.5%
BERKSHIRE HATHAWAY ENERGY 2.85% 05/15/51	Corporate Bonds	—	$4.2M	$3.4M	0.5%
BNYM-M DB SL ACWI EXUS FUND THE BANK OF NEW YROK MELLON · EIN 25-6078093 / PN 193	Common Collective Trust	—	$3.0M	$3.4M	0.5%
T MOBILE USA INC SR SEC 2.05% 02/15/2028	Corporate Bonds	—	$3.3M	$3.4M	0.5%
PPG INDS INC SR GLBL 1.2% 03/15/2026	Corporate Bonds	—	$3.2M	$3.3M	0.5%
Foreign Corporate Bonds SHELL INTERNATIONAL FIN 2.875% 05/10/26	Bonds / Notes	—	$3.3M	$3.3M	0.4%
AON CORP / AON GLOBAL 2.85% 05/28/2027	Corporate Bonds	—	$3.2M	$3.2M	0.4%
EXXON MOBIL CORPORATION 2.709% 03/06/25	Corporate Bonds	—	$3.1M	$3.2M	0.4%
VIRGINIA ELEC & POWER CO 3.5% 03/15/27	Corporate Bonds	—	$3.2M	$3.1M	0.4%
US Treasury Notes US TREASURY NOTES 0.625% 11/30/2027	U.S. Treasuries	—	$2.9M	$3.1M	0.4%
HCA INC. SR NT 5.45% 04/01/2031	Corporate Bonds	—	$3.2M	$3.1M	0.4%

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