# Board Of Trustees, New Jersey Bldg Statewide Welfare Fd Health & Welfare Plan Source: https://planprovider.pro/companies/board-of-trustees-new-jersey-bldg-statewide-welfare-fd-221764453-501 > Board Of Trustees, New Jersey Bldg Statewide Welfare Fd's Health & Welfare plan: 1,749 participants, plan year 2024 financials, providers, and benchmarks fro… Form 5500 filing data for plan year 2024. ## Plan Snapshot - **Plan Sponsor:** Board Of Trustees, New Jersey Bldg Statewide Welfare Fd - **Sponsor EIN:** 221764453 - **Sponsor Address:** 485 ROUTE 1, ISELIN, NJ, 08830 - **Plan Type:** Health & Welfare - **Plan Number:** 501 - **Total Participants:** 1,749 - **Total Assets:** $124.6M ## 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|1,749|$124.6M|$36.8M|$1.9M| | 2023|1,887|$116.3M|$36.3M|$1.6M| | 2022|1,898|$109.0M|$38.0M|$1.7M| ## 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| | UNITED HEALTHCARE SERVICES INC|Other Service Provider|$808,078|—|$808,078| | KROLL HEINEMAN PTASIEWICZ & PARSONS|ERISA Attorney|$613,568|—|$613,568| | SCHULTHEIS & PANETTIERI LLP|Auditor|$536,517|—|$536,517| | VICTORIA L PETERSON-MITCHELL|Other Service Provider|$316,806|—|$316,806| | THE SEGAL CO (EASTERN STATES) INC|Other Service Provider|$175,335|—|$175,335| | KIMBERLY KEMPLE|Other Service Provider|$170,952|—|$170,952| | ANDREW GODZWON|Other Service Provider|$121,905|—|$121,905| | BRIDGEWAY BENEFIT TECHNOLOGIES|Other Service Provider|$113,612|—|$113,612| | SUSAN DOMINGUEZ|Other Service Provider|$106,190|—|$106,190| | MARITZA PEREZ|Other Service Provider|$102,271|—|$102,271| | ALICIA RAMBALLI|Other Service Provider|$97,341|—|$97,341| | DELTA DENTAL OF NEW JERSEY INC|Other Service Provider|$89,459|—|$89,459| | BARBARA ALAVENA|Other Service Provider|$87,637|—|$87,637| | CONNIE WILSON|Other Service Provider|$85,540|—|$85,540| | STEVEN HUARI|Other Service Provider|$82,656|—|$82,656| | ERASTO FIGUEROA|Other Service Provider|$82,539|—|$82,539| | JASON NOA|Other Service Provider|$80,430|—|$80,430| | MADOODRI RAJBAN|Other Service Provider|$78,948|—|$78,948| | SUSANIN WIDMAN & BRENNAN PC|Other Service Provider|$78,147|—|$78,147| | KAREN BOZE|Other Service Provider|$72,689|—|$72,689| | NAOMI SHIWBARAN|Other Service Provider|$70,367|—|$70,367| | JJ PIERSON ESQ|Other Service Provider|$68,000|—|$68,000| | WESTERN ASSET MANAGEMENT CO LLC|Other Service Provider|$66,416|—|$66,416| | TRACY HANSEN|Other Service Provider|$65,063|—|$65,063| | SHAWNEE DEWITT|Other Service Provider|$63,104|—|$63,104| | ELITE TECHNOLOGY MANAGEMENT LLC|Other Service Provider|$61,619|—|$61,619| | MARIA I JARVIS|Other Service Provider|$57,882|—|$57,882| | ELLEN MENJIVAR|Other Service Provider|$57,600|—|$57,600| | F/M INVESTMENTS LLC|Other Service Provider|$56,292|—|$56,292| | CHRISTINA MCGUIRE|Other Service Provider|$55,559|—|$55,559| | ALICIA M OVALLE|Other Service Provider|$53,647|—|$53,647| | MORGAN STANLEY GRAYSTONE|Recordkeeper|$38,832|—|$38,832| | SEGAL SELECT INSURANCE SERVICES INC|Other Service Provider|—|$38,755|$38,755| | ROBERT CALAMARI|Other Service Provider|$35,000|—|$35,000| | THE BANK OF NEW YORK MELLON|Other Service Provider|$24,324|—|$24,324| | CYBERDEV CORPORATION|Other Service Provider|$22,190|—|$22,190| | EYEMED VISION CARE LLC|Other Service Provider|$21,938|—|$21,938| | EXPRESS SCRIPTS INC|Other Service Provider|$14,444|—|$14,444| | MANNING & NAPIER ADVISORS LLC|Other Service Provider|$13,736|—|$13,736| | NORTHERN TRUST CORPORATION|Other Service Provider|$5,290|—|$5,290| ### Verified Provider Profiles Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro: - [SCHULTHEIS & PANETTIERI LLP](https://planprovider.pro/provider/schultheis-and-panettieri-llp) — Auditor - [MORGAN STANLEY GRAYSTONE](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper ## Plan Fees & Expenses Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings. - **Total Service Provider Fees:** $4,790,678 - **Estimated Expense Ratio:** 3.844% 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|$1,831,016|$219,675|—|$113,250|—| | 2023|$2,220,078|$155,451|—|$75,000|—| | 2022|$1,823,345|$155,640|—|—|$1,051,626| ## Similar Plans - [Bd Of Trustees New Jersey Building Laborers Statewide Pension Fund](https://planprovider.pro/companies/bd-of-trustees-new-jersey-building-laborers-statewide-pension-fund-plan) — 2,082 participants - [International Union Of Operating Enginee Local 25 Marine Division Medi](https://planprovider.pro/companies/international-union-of-operating-enginee-local-25-marine-division-medi-131931288-501) — 915 participants - [Doka Usa, Ltd.](https://planprovider.pro/companies/doka-usa-ltd-221866944-505) — 632 participants - [Earle Operating Holding Company, INC.](https://planprovider.pro/companies/earle-operating-holding-company-inc-401k-plan) — 568 participants - [Board Of Trustees - Sheet Metal Workers Local 22 Pension Fund](https://planprovider.pro/companies/board-of-trustees-sheet-metal-workers-local-22-pension-fund-226072834-001) — 297 participants - [Sheet Metal Workers Local 22 Welfare Fund Board Of Trustees](https://planprovider.pro/companies/sheet-metal-workers-local-22-welfare-fund-board-of-trustees-221505211-501) — 279 participants [View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-new-jersey-bldg-statewide-welfare-fd-221764453-501) © 2026 PlanProvider.Pro