# Bd Of Trustees Of Seiu Local 32bj,Dist36 Bolr Legal Services Trust Fd Health & Welfare Plan
Source: https://planprovider.pro/companies/bd-of-trustees-of-seiu-local-32bj-dist36-bolr-legal-services-trust-fd-232307011-504

> Bd Of Trustees Of Seiu Local 32bj,Dist36 Bolr Legal Services Trust Fd's Health & Welfare plan: 4,550 participants, plan year 2024 financials, providers, and…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bd Of Trustees Of Seiu Local 32bj,Dist36 Bolr Legal Services Trust Fd

- **Sponsor EIN:** 232307011

- **Sponsor Address:** 1515 MARKET STREET, SUITE 1020, PHILADELPHIA, PA, 19102

- **Plan Type:** Health & Welfare

- **Plan Number:** 504

- **Total Participants:** 4,550

- **Total Assets:** $2.6M

## 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|4,550|$2.6M|$953,391|$0|

| 2023|4,497|$2.0M|$898,854|$0|

| 2022|4,438|$1.5M|$890,643|$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|

| SPEAR WILDERMAN P.C.|Other Service Provider|$511,012|—|$511,012|

| LOCAL 36 OPERATING ACCOUNT|Recordkeeper|$29,479|—|$29,479|

| STEVENS & LEE PC|ERISA Attorney|$13,672|—|$13,672|

| NOVAK FRANCELLA LLC|Auditor|$9,242|—|$9,242|

### 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) — Recordkeeper

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

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

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $563,405

- **Estimated Expense Ratio:** 21.711% 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|$71,800|$2,000|—|$8,550|—|

| 2023|$100,143|$2,000|—|$11,686|—|

| 2022|$99,769|$2,000|—|—|$55,049|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bd-of-trustees-of-seiu-local-32bj-dist36-bolr-legal-services-trust-fd-232307011-504)

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