# Trucking Employees Of North Jersey Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/trucking-employees-of-north-jersey-welfare-fund-221461069-501

> Trucking Employees Of North Jersey Welfare Fund's Health & Welfare plan: 517 participants, plan year 2024 financials, providers, and benchmarks from Form 550…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trucking Employees Of North Jersey Welfare Fund

- **Sponsor EIN:** 221461069

- **Sponsor Address:** 303 MOLNAR DRIVE, ELMWOOD PARK, NJ, 07407

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 517

- **Total Assets:** $29.8M

## 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|517|$29.8M|$13.3M|$1.7M|

| 2023|556|$31.1M|$13.3M|$1.9M|

| 2022|560|$30.3M|$12.8M|$2.1M|

## 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|

| HORIZON HEALTHCARE SERVICES INC|Other Service Provider|$333,713|—|$333,713|

| ROBERT BLUMENFELD|Recordkeeper|$250,333|—|$250,333|

| BRIAN MCCLOSKEY|Other Service Provider|$190,653|—|$190,653|

| BRIDGEWAY BENEFIT TECHNOLOGIES|Other Service Provider|$126,921|—|$126,921|

| THE SEGAL COMPANY (EASTERN STATES)|Other Service Provider|$124,403|—|$124,403|

| IVAN DIAZ|Other Service Provider|$107,241|—|$107,241|

| DANIEL ECKERT|Other Service Provider|$105,797|—|$105,797|

| EDWARD MICHELS|Other Service Provider|$93,591|—|$93,591|

| EXPRESS SCRIPTS INC|Other Service Provider|$93,313|—|$93,313|

| COHEN, LEDER, MONTALBANO & CONNAUGH|Other Service Provider|$92,448|—|$92,448|

| CARMEN HERNANDEZ|Other Service Provider|$77,599|—|$77,599|

| JEANETTE BORRERO|Other Service Provider|$76,398|—|$76,398|

| MARIA ESCRIBANO|Other Service Provider|$74,547|—|$74,547|

| DAVID W. NEW, PC|Other Service Provider|$71,617|—|$71,617|

| DEBORAH NEGRON|Other Service Provider|$64,562|—|$64,562|

| JACQUELINE CARLSON|Other Service Provider|$62,238|—|$62,238|

| MARIA BETANCOURT|Other Service Provider|$61,851|—|$61,851|

| JENDA TECHNOLOGY LLC|Other Service Provider|$59,542|—|$59,542|

| BEATRIZ DE JESUS|Other Service Provider|$58,156|—|$58,156|

| DIANA ROMAN|Other Service Provider|$56,430|—|$56,430|

| AMY L COULOTE|Other Service Provider|$54,600|—|$54,600|

| ISMAURY LOPEZ|Other Service Provider|$54,600|—|$54,600|

| DANIEL BARRIENTOS|Other Service Provider|$54,394|—|$54,394|

| DAISY SANTIAGO|Other Service Provider|$52,146|—|$52,146|

| CHRISTINA MARTINEZ|Other Service Provider|$50,690|—|$50,690|

| ANTWANNA GODFREY|Other Service Provider|$48,596|—|$48,596|

| CARISSA MARTINEZ|Other Service Provider|$44,595|—|$44,595|

| DENISE ALLEN-PEREZ|Other Service Provider|$42,089|—|$42,089|

| WEAVER & TIDWELL LLP|Auditor|$37,625|—|$37,625|

| CHANGE HEALTHCARE SOLUTIONS LLC|Other Service Provider|$21,448|—|$21,448|

| WEAVER C BARKSDALE AND ASSOC|Other Service Provider|$20,011|—|$20,011|

| MORGAN STANLEY WEALTH MANAGEMENT|Recordkeeper|$13,500|—|$13,500|

| FAIR HEALTH INC|Other Service Provider|$12,644|—|$12,644|

| AMALGAMATED BANK OF NEW YORK|Other Service Provider|$5,594|$205|$5,799|

### Verified Provider Profiles

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

- [WEAVER & TIDWELL LLP](https://planprovider.pro/provider/weaver-and-tidwell-llp) — Auditor

- [MORGAN STANLEY WEALTH MANAGEMENT](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:** $2,694,090

- **Estimated Expense Ratio:** 9.048% 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|$2,726,540|$33,511|$786,914|$37,625|—|

| 2023|$2,671,531|$39,829|$694,500|$39,375|—|

| 2022|$2,717,084|$48,190|—|—|$388,543|

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