# Board Of Trustees H&Gl Local Unions Safety, Education & Training Tr Fd Health & Welfare Plan Source: https://planprovider.pro/companies/board-of-trustees-h-gl-local-unions-safety-education-training-tr-fd-226171671-501 > Board Of Trustees H&Gl Local Unions Safety, Education & Training Tr Fd's Health & Welfare plan: 7,670 participants, plan year 2024 financials, providers, and… Form 5500 filing data for plan year 2024. ## Plan Snapshot - **Plan Sponsor:** Board Of Trustees H&Gl Local Unions Safety, Education & Training Tr Fd - **Sponsor EIN:** 226171671 - **Sponsor Address:** 700 RAYMOND BOULEVARD, NEWARK, NJ, 071052909 - **Plan Type:** Health & Welfare - **Plan Number:** 501 - **Total Participants:** 7,670 - **Total Assets:** $43.3M ## 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|$43.3M|$8.4M|$0| | 2023|7,491|$39.8M|$7.6M|$0| | 2022|7,170|$37.3M|$7.3M|$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| | GEORGE SAMUELSEN|Recordkeeper|$190,609|—|$190,609| | JOSEPH S SCERBO III|Recordkeeper|$161,295|—|$161,295| | JOHN J BOHME|Recordkeeper|$150,321|—|$150,321| | SERGIO J. DASILVA|Recordkeeper|$146,967|—|$146,967| | HOWARD L. TOMLIN|Recordkeeper|$146,733|—|$146,733| | MICHAEL GRISKO|Recordkeeper|$144,947|—|$144,947| | DAVID FERNANDES|Recordkeeper|$144,730|—|$144,730| | WILLIAM A. COFFIN|Recordkeeper|$144,630|—|$144,630| | LORRAINE MARTIN|Recordkeeper|$144,514|—|$144,514| | JOSEPH TESTA|Recordkeeper|$141,454|—|$141,454| | RUSSELL JONES|Recordkeeper|$140,415|—|$140,415| | GERALD P LUDWIG, JR.|Recordkeeper|$119,629|—|$119,629| | JENNIFER HIBBS|Recordkeeper|$105,613|—|$105,613| | REBECCA SHEPPARD|Recordkeeper|$104,617|—|$104,617| | DAVID A. LYNCH|Recordkeeper|$86,480|—|$86,480| | SANDRA A. CAPACCIO|Custodian / Trustee|$76,086|—|$76,086| | HULSE & ASSOCIATES, P.C.|Auditor|$66,000|—|$66,000| | JOSEPH SCERBO JR.|Recordkeeper|$64,411|—|$64,411| | EDWARD W STAVECKAS|Recordkeeper|$44,499|—|$44,499| | NJ LTAP - RUTGERS U. CAIT|Other Service Provider|$34,510|—|$34,510| | JOHNSON CONTROLS SECURITY SOLUTIONS|Other Service Provider|$26,689|—|$26,689| | JESCO, INC.|Other Service Provider|$25,631|—|$25,631| | WEAVER C. BARKSDALE ASSOCIATES, INC|Other Service Provider|$25,345|—|$25,345| | SUNBELT RENTALS, INC.|Other Service Provider|$15,161|—|$15,161| | HOLT MACHINERY COMPANY|Other Service Provider|$13,931|—|$13,931| | CONSOLIDATED STEEL&ALUM FENCE CO.,I|Other Service Provider|$13,837|—|$13,837| | MCCLOSKEY MECH. CONTRACTORS, INC.|Other Service Provider|$13,406|—|$13,406| | GT MID ATLANTIC, LLC|Other Service Provider|$13,318|—|$13,318| | THE BANK OF NEW YORK MELLON|Other Service Provider|$10,120|—|$10,120| | HUGHES ENVIRONMENTAL ENGINEER, INC|Other Service Provider|$8,798|—|$8,798| | JJD ELECTRIC, LLC|Other Service Provider|$8,469|—|$8,469| | ZAZZALI P.C.|ERISA Attorney|$8,317|—|$8,317| | UNITED RENTALS, INC.|Other Service Provider|$7,073|—|$7,073| | SAL ELECTRIC CO., INC.|Other Service Provider|$6,636|—|$6,636| | MIKE ZYNDORF LLC|Other Service Provider|$6,539|—|$6,539| | REPUBLIC SERVICES|Other Service Provider|$6,044|—|$6,044| | PERFECT PRINTING SOLUTIONS, INC.|Other Service Provider|$5,585|—|$5,585| | MORGAN STANLEY SMITH BARNEY LLC|Other Service Provider|$5,000|—|$5,000| ### Verified Provider Profiles Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro: - [GEORGE SAMUELSEN](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [JOSEPH S SCERBO III](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [JOHN J BOHME](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [SERGIO J. DASILVA](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [HOWARD L. TOMLIN](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [MICHAEL GRISKO](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [DAVID FERNANDES](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [WILLIAM A. COFFIN](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [LORRAINE MARTIN](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [JOSEPH TESTA](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [RUSSELL JONES](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [GERALD P LUDWIG, JR.](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [JENNIFER HIBBS](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [REBECCA SHEPPARD](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [DAVID A. LYNCH](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [SANDRA A. CAPACCIO](https://planprovider.pro/provider/john-hancock) — Custodian / Trustee - [JOSEPH SCERBO JR.](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [EDWARD W STAVECKAS](https://planprovider.pro/provider/john-hancock) — Recordkeeper ## Plan Fees & Expenses Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings. - **Total Service Provider Fees:** $2,578,359 - **Estimated Expense Ratio:** 5.960% 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|$5,650,814|$30,345|—|$66,000|—| | 2023|$5,199,442|$29,033|—|$66,000|—| | 2022|$4,864,248|$37,711|—|—|$77,568| ## Similar Plans - [Board Of Trustees H&Gl Local Unions 472 & 172 Of Nj Pension Fund](https://planprovider.pro/companies/board-of-trustees-h-gl-local-unions-472-172-of-nj-pension-fund-226032103-001) — 7,670 participants - [Board Of Trustees, Heavy & General Laborers Welfare Fund Of New Jersey](https://planprovider.pro/companies/board-of-trustees-heavy-general-laborers-welfare-fund-of-new-jersey-221481564-501) — 7,130 participants - [Colas INC.](https://planprovider.pro/companies/colas-inc-222979907-503) — 4,014 participants - [Richard E. Pierson Construction Co., INC.](https://planprovider.pro/companies/richard-e-pierson-construction-co-inc-401k-plan) — 541 participants - [Teamsters Local 676 Employers Annuity Fund](https://planprovider.pro/companies/teamsters-local-676-employers-annuity-fund-plan) — 466 participants - [Richard E. Pierson Construction Co. INC.](https://planprovider.pro/companies/richard-e-pierson-construction-co-inc-222269412-502) — 344 participants [View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-h-gl-local-unions-safety-education-training-tr-fd-226171671-501) © 2026 PlanProvider.Pro