Plan Snapshot
- Plan Sponsor: Board Of Trustees, 32bj North Legal Services Fund
- Sponsor EIN: 133122838
- Sponsor Address: 25 WEST 18TH STREET, NEW YORK, NY, 10011
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 2,666
- Total Assets: $1.1M
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 | 2,666 | $1.1M | $0 | $0 |
| 2024 | 2,636 | $1.1M | $284,608 | $0 |
| 2023 | 2,497 | $902,966 | $274,485 | $0 |
| 2022 | 2,551 | $755,925 | $282,958 | $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 | $48,373 | — | $48,373 |
| WITHUMSMITH+BROWN, PC | Other Service Provider | $13,000 | — | $13,000 |
| H&H GRAPHIC PRINTING COMMUNICATIONS | Other Service Provider | $12,687 | — | $12,687 |
| SEGAL SELECT INS SERVICES, INC. | Other Service Provider | $5,498 | $6,642 | $12,140 |
| SLEVIN & HART, P.C. | Other Service Provider | $6,555 | — | $6,555 |
| POSTMASTER | Other Service Provider | $6,427 | — | $6,427 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $99,182
- Estimated Expense Ratio: 8.671% 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 | $276,884 | — | — | $13,000 | — |
| 2024 | $81,550 | — | — | $12,622 | — |
| 2023 | $100,994 | — | — | $11,000 | — |
| 2022 | $62,222 | — | — | — | $15,689 |