# Board Of Trustees, 32bj North Health Fund Health &amp; Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-32bj-north-health-fund-131699839-501

> Board Of Trustees, 32bj North Health Fund&#39;s Health &amp; Welfare plan: 2,747 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees, 32bj North Health Fund

- **Sponsor EIN:** 131699839

- **Sponsor Address:** 25 WEST 18TH STREET, NEW YORK, NY, 10011

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 2,747

- **Total Assets:** $86.3M

## 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.|

| 2025|2,747|$86.3M|$0|$0|

| 2024|2,718|$73.0M|$53.6M|$0|

| 2023|2,589|$59.9M|$49.8M|$0|

| 2022|2,648|$53.0M|$48.9M|$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|

| BUILDING SERVICE 32BJ HEALTH FUND|Other Service Provider|$1,645,980|—|$1,645,980|

| ANTHEM HEALTHCHOICE ASSURANCE INC|Other Service Provider|$1,491,660|—|$1,491,660|

| UNION HEALTH CENTER INC|Other Service Provider|$245,220|—|$245,220|

| SCHULTHEIS & PANETTIERI, LLP|Other Service Provider|$151,527|—|$151,527|

| RAAB, STURM & GANCHROW, LLP|Other Service Provider|$113,998|—|$113,998|

| WITHUMSMITH+BROWN, P.C.|Other Service Provider|$81,000|—|$81,000|

| DELTA DENTAL|Other Service Provider|$78,893|—|$78,893|

| THE SEGAL COMPANY|Other Service Provider|$66,753|—|$66,753|

| SEGAL SELECT INS SERVICES, INC.|Other Service Provider|$25,606|$13,055|$38,661|

| OPTUMRX, INC.|Other Service Provider|$36,277|—|$36,277|

| MEKETA INVESTMENT GROUP INC|Other Service Provider|$35,000|—|$35,000|

| SLEVIN & HART, PC|Other Service Provider|$30,529|—|$30,529|

| H&H GRAPHIC PRINTING COMMUNICATIONS|Other Service Provider|$30,338|—|$30,338|

| MOUNT VERNON PRINTING COMPANY|Other Service Provider|$10,716|—|$10,716|

| WINMILL SOFTWARE|Other Service Provider|$10,533|—|$10,533|

| JPMORGAN CHASE|Other Service Provider|$10,498|—|$10,498|

| POSTMASTER|Other Service Provider|$6,128|—|$6,128|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $4,083,711

- **Estimated Expense Ratio:** 4.735% 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|

| 2025|$52,265,163|$31,865|—|$81,000|—|

| 2024|$1,921,674|$34,167|—|$79,400|—|

| 2023|$1,772,552|$37,519|—|$72,000|—|

| 2022|$1,552,285|$36,355|—|—|$416,217|

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