Plan Snapshot
- Plan Sponsor: Bd Of Tees Of Seiu Local 32bj, Dis 36 Bolr Welfare Trust Fund
- Sponsor EIN: 236487259
- Sponsor Address: 1515 MARKET STREET, SUITE 1020, PHILADELPHIA, PA, 19102
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 2,984
- Total Assets: $125.2M
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 | 2,984 | $125.2M | $50.0M | $121,082 |
| 2023 | 2,841 | $114.3M | $49.3M | $101,259 |
| 2022 | 2,931 | $102.0M | $53.9M | $83,984 |
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 |
|---|---|---|---|---|
| KEYSTONE HEALTH PLAN EAST | Other Service Provider | $3,439,970 | — | $3,439,970 |
| BRIDGEWAY BENEFIT TECHNOLOGIES | Other Service Provider | $266,561 | — | $266,561 |
| THE SEGAL COMPANY | Other Service Provider | $218,014 | — | $218,014 |
| SARAH MILLINGHAUSEN | Recordkeeper | $152,524 | — | $152,524 |
| JOHN J RONGIONE | Recordkeeper | $143,074 | — | $143,074 |
| JUDY O'MEARA | Recordkeeper | $123,409 | — | $123,409 |
| MENTAL HEALTH CONSULTANTS, INC. | Other Service Provider | $120,809 | — | $120,809 |
| CYNTHIA LEAHY | Recordkeeper | $116,036 | — | $116,036 |
| LINDA MCCULLOUGH | Recordkeeper | $115,314 | — | $115,314 |
| MARIA GRILLO | Recordkeeper | $108,319 | — | $108,319 |
| SMITH EDWARDS AND DUNLAP, CO. | Other Service Provider | $97,361 | — | $97,361 |
| VERONICA MOORE | Recordkeeper | $94,875 | — | $94,875 |
| TYEMA SANCHEZ | Recordkeeper | $94,860 | — | $94,860 |
| SONIA RODRIGUEZ | Recordkeeper | $90,406 | — | $90,406 |
| DONNA HESTON | Recordkeeper | $89,909 | — | $89,909 |
| JHARNA AGARWAL | Recordkeeper | $84,061 | — | $84,061 |
| NOVAK FRANCELLA LLC | Auditor | $82,462 | — | $82,462 |
| ERICA HARRELL | Recordkeeper | $76,689 | — | $76,689 |
| DANIEL BROWN | Recordkeeper | $74,732 | — | $74,732 |
| STEVENS & LEE PC | ERISA Attorney | $66,023 | — | $66,023 |
| SPEAR WILDERMAN P.C. | Other Service Provider | $63,149 | — | $63,149 |
| JOANNA OLEJNICZAK | Recordkeeper | $59,256 | — | $59,256 |
| LOCAL 36 BOLR PENSION PLAN | Recordkeeper | $56,013 | — | $56,013 |
| PNC BANK NATIONAL ASSOCIATION | Other Service Provider | $42,784 | — | $42,784 |
| GARSON M. CARUSO, MD, MPH, PA. | Other Service Provider | $40,900 | — | $40,900 |
| BLUEWATER CONSULTING GROUP INC | Other Service Provider | $38,287 | — | $38,287 |
| MEKETA INVESTMENTS GROUP | Other Service Provider | $34,849 | — | $34,849 |
| CVS CAREMARK | Other Service Provider | $28,314 | — | $28,314 |
| NATIONAL VISION ADMINISTRATORS LLC | Other Service Provider | $18,598 | — | $18,598 |
| STUDIO LUSTRO INC. | Other Service Provider | $12,650 | — | $12,650 |
| PROFORMA INDUSTRIES | Other Service Provider | $9,586 | — | $9,586 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SARAH MILLINGHAUSEN — Recordkeeper
- JOHN J RONGIONE — Recordkeeper
- JUDY O'MEARA — Recordkeeper
- CYNTHIA LEAHY — Recordkeeper
- LINDA MCCULLOUGH — Recordkeeper
- MARIA GRILLO — Recordkeeper
- VERONICA MOORE — Recordkeeper
- TYEMA SANCHEZ — Recordkeeper
- SONIA RODRIGUEZ — Recordkeeper
- DONNA HESTON — Recordkeeper
- JHARNA AGARWAL — Recordkeeper
- NOVAK FRANCELLA LLC — Auditor
- ERICA HARRELL — Recordkeeper
- DANIEL BROWN — Recordkeeper
- STEVENS & LEE PC — ERISA Attorney
- JOANNA OLEJNICZAK — Recordkeeper
- LOCAL 36 BOLR PENSION PLAN — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,059,794
- Estimated Expense Ratio: 4.840% 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 | $2,921,102 | $34,849 | — | $34,675 | — |
| 2023 | $2,929,828 | $33,671 | — | $27,450 | — |
| 2022 | $2,785,002 | $32,532 | — | — | $532,007 |