Filings through .
1 of 17 flags tripped on the 2025 filing.
High retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$761K in admin expenses, $667 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
6 funds of $250K or more; 7 lines in all, holding $14.6M of the plan's $18.7M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Chevy Chase Ibew-Neca Equity Index Fund JPMorgan · Mutual fund Index | $4.9M | 33.5% |
| Morgan Stanley See Attachment Morgan Stanley · Mutual fund | $4.0M | 27.2% |
| Real Estate Manager not matched · Other | $2.6M | 18.2% |
| Investment Contract - See Attachment Manager not matched · Insurance contract | $1.2M | 8.5% |
| Northern Trust EAFE Index Northern Trust · Collective trust Index | $1.1M | 7.2% |
| John Hancock Bond A Fund 21 John Hancock (Manulife) · Mutual fund | $640K | 4.4% |
| Morgan Stanley and Northern Trust Morgan Stanley · Collective trust | $169K | 1.2% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings. They do not show money moved.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 10 of 11 by compensation.
| Provider | Compensation |
|---|---|
THE SEGAL COMPANY11+ years Service code 11 · EIN 13-1835864 1920 N STREET NW-SUITE 400 · WASHINGTON, DC 20036-1659 Actuarial | $87,530 |
MICHAEL TORTORELLI4 years Service code 30 · EIN 22-2021330 1149 BLOOMFIELD AVENUE · CLIFTON, NJ 07012 Employee (plan) | $74,766 |
GEORGE SERIO11+ years Service code 30 · EIN 22-2021330 1149 BLOOMFIELD AVENUE · CLIFTON, NJ 07012 Employee (plan) | $70,245 |
CHRISTINE FAWCETT11+ years Service code 30 · EIN 22-2021330 1149 BLOOMFIELD AVENUE · CLIFTON, NJ 07012 Employee (plan) | $69,484 |
MORGAN STANLEY SMITH BARNEY11+ years Service code 28 · EIN 13-1912900 JOHN LONGO 31 WEST 52ND STREET · NEW YORK, NY 10019 Investment Management | $62,405 |
JOSEPH P. CALABRO11+ years Service code 14 · EIN 22-2021330 1149 BLOOMFIELD AVENUE · CLIFTON, NJ 07012 Plan Administrator | $62,192 |
ROSENBERG RICH BAKER BERMAN2 years Service code 10 · EIN 22-3271252 265 DAVIDSON AVENUE-SUITE 210 · SOMERSET, NJ 08873-4120 Accounting | $50,350 |
ADVANCED HVAC SERVICES8 years Service code 99 · EIN 82-1768887 533 KINGSLAND AVENUE · NUTLEY, NJ 07110 Other Fees | $40,341 |
CARELLA BYRNE11+ years Service code 29 · EIN 22-2045935 5 BECKER FARM ROAD · ROSELAND, NJ 07068-1783 Legal | $27,310 |
DONNA CERNIGLIA11+ years Service code 30 · EIN 22-2021330 1149 BLOOMFIELD AVENUE · CLIFTON, NJ 07012 Employee (plan) | $21,297 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
2 feature codes on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Steven R. Loomis,asa,fca,maaa Segal Consulting Schedule MB | Schedule MB |
Enrollment number, address and phone for each actuary are on Pro.
Addresses, phones and enrollment numbers are on Pro. Pro is free for 7 days and then costs $49 a month.
4 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025