# Bd Of Tees Of Seiu Local 32bj, Dis 36 Bolr Pension Trust Fund DB Plan
Source: https://planprovider.pro/companies/bd-of-tees-of-seiu-local-32bj-dis-36-bolr-pension-trust-fund-plan

> Bd Of Tees Of Seiu Local 32bj, Dis 36 Bolr Pension Trust Fund's DB plan: 2,344 participants, plan year 2024 financials, providers, and benchmarks from Form 5…

Form 5500 filing data for plan year 2024.

## 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|RELATED FUND|$619,056|—|$619,056|

| JP MORGAN|NONE|$213,566|—|$213,566|

| BRIDGEWAY BENEFIT TECHNOLOGIES|NONE|$162,580|—|$162,580|

| PRUDENTIAL INSURANCE CO OF AMERICA|NONE|$87,016|—|$87,016|

| CBIZ RETIREMENT PLAN SERVICES|NONE|$84,735|—|$84,735|

| PNC BANK|NONE|$79,852|—|$79,852|

| MEKETA INVESTMENT GROUP|NONE|$65,077|—|$65,077|

| SPEAR WILDERMAN P.C.|NONE|$52,898|—|$52,898|

| STEVENS & LEE P.C.|NONE|$50,370|—|$50,370|

| SARAH MILLINGHOUSEN|EMPLOYEE|$41,064|—|$41,064|

| JOHN RONGIONE|EMPLOYEE|$38,520|—|$38,520|

| NOVAK FRANCELLA LLC|NONE|$37,988|—|$37,988|

| FIDUCIARY MANAGEMENT, INC.|NONE|$36,287|—|$36,287|

| JUDY O'MEARA|EMPLOYEE|$33,180|—|$33,180|

| CYNTHIA LEAHY|EMPLOYEE|$31,241|—|$31,241|

| LINDA MCCULLOUGH|EMPLOYEE|$31,046|—|$31,046|

| MARIA GRILLO|EMPLOYEE|$29,642|—|$29,642|

| VERONICA MOORE|EMPLOYEE|$25,543|—|$25,543|

| TYEMA SANCHEZ|EMPLOYEE|$25,539|—|$25,539|

| CORDICATE IT, LLC|NONE|$22,546|—|$22,546|

| PROFORMA INDUSTRIES|NONE|$17,468|—|$17,468|

| BLACKROCK INVESTMENTS|NONE|$11,018|—|$11,018|

| BLUEWATER CONSULTING GROUP|NONE|$10,308|—|$10,308|

| CHANGE HEALTHCARE|NONE|$7,649|—|$7,649|

| STEPSTONE GROUP LP|NONE|$6,909|—|$6,909|

| PENSION BENEFIT INFORMATION|NONE|$5,718|—|$5,718|

| THE BETTINGER COMPANY, INC.|NONE|$5,376|—|$5,376|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LOCAL 36 OPERATING ACCOUNT](https://planprovider.pro/provider/john-hancock) — RELATED FUND

- [JP MORGAN](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [PRUDENTIAL INSURANCE CO OF AMERICA](https://planprovider.pro/provider/empower) — NONE

- [STEVENS & LEE P.C.](https://planprovider.pro/provider/stevens-and-lee-pc) — NONE

- [SARAH MILLINGHOUSEN](https://planprovider.pro/provider/john-hancock) — EMPLOYEE

- [JOHN RONGIONE](https://planprovider.pro/provider/john-hancock) — EMPLOYEE

- [NOVAK FRANCELLA LLC](https://planprovider.pro/provider/novak-francella-llc) — NONE

- [JUDY O'MEARA](https://planprovider.pro/provider/john-hancock) — EMPLOYEE

- [CYNTHIA LEAHY](https://planprovider.pro/provider/john-hancock) — EMPLOYEE

- [LINDA MCCULLOUGH](https://planprovider.pro/provider/john-hancock) — EMPLOYEE

- [MARIA GRILLO](https://planprovider.pro/provider/john-hancock) — EMPLOYEE

- [VERONICA MOORE](https://planprovider.pro/provider/john-hancock) — EMPLOYEE

- [TYEMA SANCHEZ](https://planprovider.pro/provider/john-hancock) — EMPLOYEE

## 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bd-of-tees-of-seiu-local-32bj-dis-36-bolr-pension-trust-fund-plan)

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