DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
Taft-Hartley plan
Trucking Employees of North Jersey Pension Fund
Taft-Hartley planElmwood Park, NJ
Assets
$736M
Total assets, Dec 31, 2024 reported
Funded
2.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
6
none on the tape
Plan sponsor: Trucking Employees of North Jersey Pension Fund
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.9%
- Non-interest-bearing cash 0.3%
- Corporate debt instruments (other) 69.5%
- U.S. Government securities 8.0%
- Common/collective trusts 17.3%
Consultants and advisers
6 firms
- BNY Mellon Investment adviser (plan)through Dec 31, 2024 Form 5500
- Morgan Stanley Smith Barney, LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Insight North America LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Amalgamated Bank of New York Custodianthrough Dec 31, 2022 Form 5500
- Segal Actuarythrough Dec 31, 2022 Form 5500
- The Segal Co. (eastern States) Inc. Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- BNY Mellon6 rows, latest Dec 31, 2024
Commitments
6 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Bnym Mellon Afl-Cio Sl Stock Indexcollective trust | BNY Mellon | Public equity | $124M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Bnym Mellon Db Sl Acwi Ex-Us Fundcollective trust | BNY Mellon | Pooled vehicles | $3.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Bnym Mellon Afl-Cio Sl Stock Indexcollective trust | BNY Mellon | Public equity | $97.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Bnym Mellon Db Sl Acwi Ex-Us Fundcollective trust | BNY Mellon | Pooled vehicles | $2.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Bnym Mellon Afl-Cio Sl Stock Indexcollective trust | BNY Mellon | Public equity | $35.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Bnym Mellon Db Sl Acwi Ex-Us Fundcollective trust | BNY Mellon | Pooled vehicles | $760,000 held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Investment management fees
$706,858 (2023-12) · $311,647 (2022-12)
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 5,254 | n/a | n/a | n/a | $736M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 4,785 | n/a | n/a | n/a | $721M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 4,799 | n/a | n/a | n/a | $701M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Insight North America codes 27 $625,009 PY2024
- Tenj Welfare Fund codes 49 $578,108 PY2024
- Groom Law Group, Chartered codes 29 $210,924 PY2024
- The Segal Company codes 11 $202,473 PY2024
- Cohen, Leder, Montalbano & Grossman codes 29 $184,314 PY2024
- David W. New, PC codes 29 $167,466 PY2024
- Amalgamated Bank codes 19 51 $151,000 PY2024
- Bridgeway Benefit Technologies LLC codes 49 $77,559 PY2024
- Jpm codes 49 $50,000 PY2024
- Weaver & Tidwell LLP codes 10 $37,800 PY2024
- Jenda Technology LLC codes 49 $33,908 PY2024
- Epiq Ediscovery Solutions Inc. codes 49 $15,493 PY2024
- BNY Mellon codes 27 $14,053 PY2024
- Pbi codes 49 $3,763 PY2024
- Bnym Mellon Afl Cio Sl Stock Index Sched. D C $124M PY2024
- Bnym-M Db Sl Acwi Exus Fund Sched. D C $3.4M PY2024
- Segal codes 11 PY2024
- Insight North America codes 27 $634,908 PY2023
- Tenj Welfare Fund codes 49 $612,684 PY2023
- David W. New, PC codes 29 $195,314 PY2023
- The Segal Company codes 11 $174,478 PY2023
- Amalgamated Bank codes 19 51 $143,607 PY2023
- Cohen, Leder, Montalbano & Grossman codes 29 $135,777 PY2023
- Morgan Stanley Wealth Management codes 27 $62,500 PY2023
- Bridgeway Benefit Technologies LLC codes 49 $57,695 PY2023
- Buchbinder Tunick & Company LLP codes 10 $37,800 PY2023
- Jenda Technology LLC codes 49 $27,550 PY2023
- Bnym Mellon Afl-Cio Sl Stock Ind Fd Sched. D C $97.5M PY2023
- Bnym Meellon Db Sl Acwi Ex-Us Fd Sched. D C $2.8M PY2023
- Segal codes 11 PY2023
- Tenj Welfare Fund codes 49 $572,754 PY2022
- Insight North America codes 27 $279,215 PY2022
- The Segal Company codes 11 $213,204 PY2022
- David W. New, PC codes 29 $151,856 PY2022
- Cohen, Leder, Montalbano & Grossman codes 29 $117,179 PY2022
- Innovative Software Solution codes 49 $58,018 PY2022
- Buchbinder Tunick & Company LLP codes 10 $37,800 PY2022
- Jenda Technology LLC codes 49 $29,887 PY2022
- Amalgamated Bank codes 19 51 $23,386 PY2022
- Accountemps codes 49 $21,702 PY2022
- Morgan Stanley Wealth Management codes 27 $8,832 PY2022
- Bnym Mellon Afl-Cio Sl Stock Ind Fd Sched. D C $35.0M PY2022
- Bnym Mellon Db Sl Acwi Ex-Us Fund Sched. D C $760,000 PY2022
- Segal codes 11 PY2022
What changed
3 events
- Dec 31, 2024Consultant changedinferenceMorgan Stanley Wealth Management no longer appears on Trucking Employees of North Jersey Pension Fund's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Morgan Stanley Smith Barney, LLCaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceBNY Mellon appears on Trucking Employees of North Jersey Pension Fund's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with BNY Mellonaskebsa.dol.gov
- Jan 1, 2024Assets changedTrucking Employees of North Jersey Pension Fund plan assets $7M -> $17M (+149.3%, 2023-01-01 to 2024-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 226063702-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.