Plan Snapshot
- Plan Sponsor: Board Of Trustees 32bj North Pension Fund
- Sponsor EIN: 131819138
- Sponsor Address: 25 WEST 18TH STREET, NEW YORK, NY, 10011
- Plan Type: DB
- Plan Number: 001
- Total Participants: 15,517
- Total Assets: $589.3M
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 | 15,517 | $589.3M | $0 | $0 |
| 2024 | 5,786 | $529.1M | $28.7M | $0 |
| 2023 | 5,667 | $497.1M | $26.7M | $0 |
| 2022 | 5,698 | $455.6M | $27.0M | $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 | $949,002 | — | $949,002 |
| ALTRINSIC GLOBAL ADVISORS, LLC | Other Service Provider | $256,489 | — | $256,489 |
| RREEF AMERICA LLC | Other Service Provider | $231,696 | — | $231,696 |
| CONSTITUTION CAPITAL PARTNERS | Other Service Provider | $161,875 | — | $161,875 |
| SLEVIN & HART, P.C. | Other Service Provider | $143,885 | — | $143,885 |
| CHAMPLAIN INVESTMENT PARTNERS, LLC | Other Service Provider | $138,383 | — | $138,383 |
| THE SEGAL COMPANY | Other Service Provider | $137,107 | — | $137,107 |
| MEKETA INVESTMENT GROUP, INC. | Other Service Provider | $127,000 | — | $127,000 |
| DODGE & COX | Other Service Provider | $118,418 | — | $118,418 |
| PARNASSUS INVESTMENTS, LLC | Other Service Provider | $100,302 | — | $100,302 |
| GLOBAL INFRASTRUCTURE PARTNERS | Other Service Provider | $82,506 | — | $82,506 |
| SCHULTHEIS & PANETTIERI, LLP | Other Service Provider | $73,765 | — | $73,765 |
| WITHUMSMITH+BROWN, PC | Other Service Provider | $70,000 | — | $70,000 |
| SEGAL SELECT INS SERVICES, INC. | Other Service Provider | $59,704 | $8,932 | $68,636 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | Other Service Provider | $65,225 | — | $65,225 |
| RAAB, STURM & GANCHROW, LLP | Other Service Provider | $55,277 | — | $55,277 |
| HEALTH MANAGEMENT SYSTEMS, INC. | Other Service Provider | $51,827 | — | $51,827 |
| H&H GRAPHIC PRINTING COMMUNICATIONS | Other Service Provider | $50,458 | — | $50,458 |
| BNY MELLON | Other Service Provider | $45,811 | — | $45,811 |
| J.P. MORGAN INVESTMENT MGMT INC. | Other Service Provider | $37,025 | — | $37,025 |
| ISQ GBL INFRSTRUCTURE FD III | Other Service Provider | $34,054 | — | $34,054 |
| STATE STREET GLOBAL ADVISORS | Other Service Provider | $30,062 | — | $30,062 |
| GRAIN MANAGEMENT, LLC | Other Service Provider | $27,505 | — | $27,505 |
| POSTMASTER | Other Service Provider | $18,006 | — | $18,006 |
| HARBOURVEST PARTNERS LP | Other Service Provider | $17,124 | — | $17,124 |
| AMALGAMATED BANK | Other Service Provider | $16,409 | — | $16,409 |
| RETIREMENT CLEARINGHOUSE LLC | Other Service Provider | $13,639 | — | $13,639 |
| THE BURGISS GROUP LLC | Other Service Provider | $10,398 | — | $10,398 |
| NORTHERN TRUST CORPORATION | Other Service Provider | $7,827 | — | $7,827 |
| WINMILL SOFTWARE | Other Service Provider | $5,406 | — | $5,406 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,145,117
- Estimated Expense Ratio: 0.534% 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 | $36,379,139 | $1,211,017 | — | $70,000 | — |
| 2024 | $3,769,608 | $1,390,739 | — | $70,000 | — |
| 2023 | $3,396,956 | $1,109,417 | — | $63,000 | — |
| 2022 | $3,221,113 | $1,016,856 | — | — | $488,284 |