# Bd Of Tees Of Seiu Local 32bj, Dis 36 Bolr Welfare Trust Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/bd-of-tees-of-seiu-local-32bj-dis-36-bolr-welfare-trust-fund-236487259-501

> Bd Of Tees Of Seiu Local 32bj, Dis 36 Bolr Welfare Trust Fund's Health & Welfare plan: 2,984 participants, plan year 2024 financials, providers, and benchmar…

Form 5500 filing data for plan year 2024.

## 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:** Health & Welfare

- **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](https://planprovider.pro/provider/john-hancock) — Recordkeeper

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

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

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

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

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

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

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

- [SONIA RODRIGUEZ](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [DONNA HESTON](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [JHARNA AGARWAL](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [NOVAK FRANCELLA LLC](https://planprovider.pro/provider/novak-francella-llc) — Auditor

- [ERICA HARRELL](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [DANIEL BROWN](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [STEVENS & LEE PC](https://planprovider.pro/provider/stevens-and-lee-pc) — ERISA Attorney

- [JOANNA OLEJNICZAK](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [LOCAL 36 BOLR PENSION PLAN](https://planprovider.pro/provider/john-hancock) — 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|

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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-welfare-trust-fund-236487259-501)

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