# Board Of Trustees H&Gl Local Unions 472 & 172 Of Nj Pension Fund DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-h-gl-local-unions-472-172-of-nj-pension-fund-226032103-001

> Board Of Trustees H&Gl Local Unions 472 & 172 Of Nj Pension Fund's DB plan: 7,670 participants, plan year 2024 financials, providers, and benchmarks from For…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees H&Gl Local Unions 472 & 172 Of Nj Pension Fund

- **Sponsor EIN:** 226032103

- **Sponsor Address:** 700 RAYMOND BOULEVARD, NEWARK, NJ, 071052909

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 7,670

- **Total Assets:** $1.8B

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|7,670|$1.8B|$144.5M|$0|

| 2023|7,491|$1.6B|$133.0M|$0|

| 2022|7,170|$1.4B|$126.7M|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| ATALANTA SOSNOFF CAPITAL, LLC|Other Service Provider|$823,353|—|$823,353|

| MORGAN STANLEY SMITH BARNEY LLC|Other Service Provider|$701,684|—|$701,684|

| WCM INVESTMENT MANAGEMENT, LLC|Other Service Provider|$533,255|—|$533,255|

| PRUDENTIAL INSURANCE CO. OF AMERICA|Recordkeeper|$411,628|—|$411,628|

| BOYD WATTERSON ASSET MANAGEMENT LLC|Other Service Provider|$353,290|—|$353,290|

| MANNING & NAPIER ADVISORS, LLC|Other Service Provider|$272,882|—|$272,882|

| ULLICO INVESTMENT ADVISORS INC.|Other Service Provider|$208,296|—|$208,296|

| INTERCONTINENTAL REAL ESTATE CORP|Other Service Provider|$182,128|—|$182,128|

| THE BANK OF NEW YORK MELLON|Other Service Provider|$160,577|—|$160,577|

| UNION LABOR LIFE INSURANCE COMPANY|Recordkeeper|$145,369|—|$145,369|

| THE NORTHERN TRUST COMPANY|Other Service Provider|$131,433|—|$131,433|

| THE SEGAL COMPANY EAST ST. , INC.|Other Service Provider|$119,323|—|$119,323|

| WEAVER C. BARKSDALE ASSOCIATES,INC.|Other Service Provider|$103,364|—|$103,364|

| HULSE & ASSOCIATES, P.C.|Auditor|$93,750|—|$93,750|

| LOOMIS SAYLES & COMPANY|Other Service Provider|$52,036|—|$52,036|

| PERFECT PRINTING SOLUTIONS, INC.|Other Service Provider|$37,815|—|$37,815|

| NATIONSTAR MORTGAGE LLC DB RUSHMORE|Other Service Provider|$32,548|—|$32,548|

| ZAZZALI P.C.|ERISA Attorney|$25,996|—|$25,996|

| SUSANIN, WIDMAN & BRENNAN, PC|Other Service Provider|$21,675|—|$21,675|

| SEGAL SELECT INSURANCE SERVICES,INC|Other Service Provider|—|$19,914|$19,914|

| COWEN & COMPANY LLC & TD SECURITIES|Other Service Provider|$15,549|—|$15,549|

| BICC SYSTEMS, INC.|Other Service Provider|$8,873|—|$8,873|

| PENSION BENEFIT INFORMATION, LLC|Other Service Provider|$7,449|—|$7,449|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PRUDENTIAL INSURANCE CO. OF AMERICA](https://planprovider.pro/provider/empower) — Recordkeeper

- [UNION LABOR LIFE INSURANCE COMPANY](https://planprovider.pro/provider/the-vanguard-group-inc) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $4,462,187

- **Estimated Expense Ratio:** 0.251% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$4,895,647|$2,470,828|—|$93,750|—|

| 2023|$4,323,535|$2,067,750|—|$93,750|—|

| 2022|$3,643,628|$1,573,048|—|—|$261,421|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-h-gl-local-unions-472-172-of-nj-pension-fund-226032103-001)

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