Plan Snapshot
- Plan Sponsor: Bd Of Tees Of Seiu Local 32bj, Dis 36 Bolr Pension Trust Fund
- Sponsor EIN: 236546776
- Sponsor Address: 1515 MARKET STREET, SUITE 1020, PHILADELPHIA, PA, 191021911
- Plan Type: DB
- Total Participants: 2,344
- Total Assets: $142.9M
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 | 2,344 | $142.9M | $13.3M | $0 |
| 2023 | 2,403 | $128.4M | $7.0M | $0 |
| 2022 | 2,409 | $117.4M | $6.8M | $0 |
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 |
|---|---|---|---|---|
| LOCAL 36 OPERATING ACCOUNT | Recordkeeper | $619,056 | — | $619,056 |
| JP MORGAN | Recordkeeper | $213,566 | — | $213,566 |
| BRIDGEWAY BENEFIT TECHNOLOGIES | Other Service Provider | $162,580 | — | $162,580 |
| PRUDENTIAL INSURANCE CO OF AMERICA | Recordkeeper | $87,016 | — | $87,016 |
| CBIZ RETIREMENT PLAN SERVICES | Other Service Provider | $84,735 | — | $84,735 |
| PNC BANK | Other Service Provider | $79,852 | — | $79,852 |
| MEKETA INVESTMENT GROUP | Other Service Provider | $65,077 | — | $65,077 |
| SPEAR WILDERMAN P.C. | Other Service Provider | $52,898 | — | $52,898 |
| STEVENS & LEE P.C. | ERISA Attorney | $50,370 | — | $50,370 |
| SARAH MILLINGHOUSEN | Recordkeeper | $41,064 | — | $41,064 |
| JOHN RONGIONE | Recordkeeper | $38,520 | — | $38,520 |
| NOVAK FRANCELLA LLC | Auditor | $37,988 | — | $37,988 |
| FIDUCIARY MANAGEMENT, INC. | Other Service Provider | $36,287 | — | $36,287 |
| JUDY O'MEARA | Recordkeeper | $33,180 | — | $33,180 |
| CYNTHIA LEAHY | Recordkeeper | $31,241 | — | $31,241 |
| LINDA MCCULLOUGH | Recordkeeper | $31,046 | — | $31,046 |
| MARIA GRILLO | Recordkeeper | $29,642 | — | $29,642 |
| VERONICA MOORE | Recordkeeper | $25,543 | — | $25,543 |
| TYEMA SANCHEZ | Recordkeeper | $25,539 | — | $25,539 |
| CORDICATE IT, LLC | Other Service Provider | $22,546 | — | $22,546 |
| PROFORMA INDUSTRIES | Other Service Provider | $17,468 | — | $17,468 |
| BLACKROCK INVESTMENTS | Other Service Provider | $11,018 | — | $11,018 |
| BLUEWATER CONSULTING GROUP | Other Service Provider | $10,308 | — | $10,308 |
| CHANGE HEALTHCARE | Other Service Provider | $7,649 | — | $7,649 |
| STEPSTONE GROUP LP | Other Service Provider | $6,909 | — | $6,909 |
| PENSION BENEFIT INFORMATION | Other Service Provider | $5,718 | — | $5,718 |
| THE BETTINGER COMPANY, INC. | Other Service Provider | $5,376 | — | $5,376 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LOCAL 36 OPERATING ACCOUNT — Recordkeeper
- JP MORGAN — Recordkeeper
- PRUDENTIAL INSURANCE CO OF AMERICA — Recordkeeper
- STEVENS & LEE P.C. — ERISA Attorney
- SARAH MILLINGHOUSEN — Recordkeeper
- JOHN RONGIONE — Recordkeeper
- NOVAK FRANCELLA LLC — Auditor
- JUDY O'MEARA — Recordkeeper
- CYNTHIA LEAHY — Recordkeeper
- LINDA MCCULLOUGH — Recordkeeper
- MARIA GRILLO — Recordkeeper
- VERONICA MOORE — Recordkeeper
- TYEMA SANCHEZ — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,832,192
- Estimated Expense Ratio: 1.283% 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 | $1,716,705 | $407,036 | — | $29,350 | — |
| 2023 | $1,769,814 | $460,559 | — | $26,450 | — |
| 2022 | $1,717,549 | $381,687 | — | — | $282,873 |