Trucking Employees of North Jersey Pension Fund
Taft-Hartley plan, based in Elmwood Park, New Jersey, reporting $736M in assets, for 5,254 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Morgan 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).
3 more advisers and 3 more commitments
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- Bnym Mellon Afl-Cio Sl Stock Index3 commitments
- Bnym Mellon Db Sl Acwi Ex-Us Fund3 commitments
- BNY Mellon6 commitments
Relationship network
27 connected entities6 observed commitments3 repeat counterpartiescommitments 2022 to 2024
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
Allocation policy
- 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
- 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
+3 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
- BNY Mellon6 rows, latest Dec 31, 2024
What changed
- 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)
Commitments
| 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 |
+3 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Size and funding
Form 5500 filings
| 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 | Not disclosed | Not disclosed | n/a | $736M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 4,785 | Not disclosed | Not disclosed | n/a | $721M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 4,799 | Not disclosed | Not disclosed | n/a | $701M | Not disclosed | Not disclosed | Not disclosed |
- 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
+41 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
Trucking Employees of North Jersey Pension Fund sits on 2 traced paths of capital across the graphs.
DFX traced 2 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Consultant changed2024-12-31source on record
- Consultant changed2024-12-31source on record
- Total assets changed2024-01-01source on record
The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+7 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.