New Jersey Health Care Employers Pension Plan
Sponsored by District 1199 J New Jersey Health Care Employers · EIN 223095464 · Plan #001
- Total assets
- $255M
- Net assets
- $255M
- Active participants
- 2,804
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Nepc, Llc CRD 110562 | deterministic · 100% | 2024 |
| Channing Capital Management, Llc CRD 128450 | deterministic · 100% | 2024 |
| Hardman Johnston Global Advisors Llc CRD 112500 | fuzzy_auto · 97% | 2024 |
| Garcia Hamilton & Associates Lp CRD 108017 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nepc, Llc | Investment management, Investment management fees (direct) | $270,642 |
| Milliman Inc | Actuarial, Direct payment from the plan | $196,123 |
| Tineo Guillermo | Employee (plan), Direct payment from the plan | $124,343 |
| Preciosa Lavrador | Employee (plan), Direct payment from the plan | $98,532 |
| Oxfeld Cohen Pc | Legal, Direct payment from the plan | $92,132 |
| Brian D. Sullivan Law Office | Legal, Direct payment from the plan | $90,000 |
| Ana Silva | Employee (plan), Direct payment from the plan | $89,702 |
| Novak Francella Llc | Accounting, Direct payment from the plan | $89,622 |
| Elisa Lombardozzi | Employee (plan), Direct payment from the plan | $63,735 |
| Priyanka Patel | Employee (plan), Direct payment from the plan | $57,051 |
| Joniel Sardinas | Employee (plan), Direct payment from the plan | $52,438 |
| Syntonic Systems | Consulting (general), Direct payment from the plan | $50,900 |
| Jennifer Ebel | Employee (plan), Direct payment from the plan | $50,268 |
| Michael Pisani Jr | Employee (plan), Direct payment from the plan | $46,150 |
| Bank Of New York Mellon | Direct payment from the plan, Soft dollars commissions, Custodial (securities) | $44,289 |
| Us Bank | Custodial (securities), Direct payment from the plan | $38,747 |
| Shalyn Rodrigues | Employee (plan), Direct payment from the plan | $36,656 |
| Channing Capital Management Llc | Investment management, Investment management fees (direct) | $28,236 |
| Hardma Johnston Global Advisors Llc | Investment management, Investment management fees (direct) | $16,005 |
| The Segal Group Inc. | Consulting (general), Direct payment from the plan | $12,844 |
| Pension Benefit Information, Llc | Accounting, Direct payment from the plan | $11,520 |
| Paychex, Inc. | Recordkeeping, Direct payment from the plan | $10,746 |
| Garcia Hamilton & Associates | Investment management, Investment management fees (direct) | $9,693 |
| Wells Fargo | Custodial (securities), Other services, Direct payment from the plan | $9,571 |
| Mitchell J. Malzberg Llc | Legal, Direct payment from the plan | $6,800 |