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
- Total Participants: 5,786
- Total Assets: $529.1M
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. |
|---|---|---|---|---|
| 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 | $1,047,214 | — | $1,047,214 |
| CROW HOLDING CAPITAL PARTNERS, LLC | Other Service Provider | $359,761 | — | $359,761 |
| RREEF AMERICA LLC | Other Service Provider | $227,023 | — | $227,023 |
| SLEVIN & HART, P.C. | ERISA Attorney | $216,274 | — | $216,274 |
| ALTRINSIC COLLECTIVE INVESTMENT TRU | Other Service Provider | $171,687 | — | $171,687 |
| CHAMPLAIN INVESTMENT PARTNERS, LLC | Other Service Provider | $136,243 | — | $136,243 |
| MEKETA INVESTMENT GROUP, INC. | Other Service Provider | $123,667 | — | $123,667 |
| SEGAL SELECT INSURANCES, INC. | Other Service Provider | $103,682 | $17,968 | $121,650 |
| DODGE & COX | Other Service Provider | $112,620 | — | $112,620 |
| THE SEGAL COMPANY | Other Service Provider | $110,646 | — | $110,646 |
| WITHUMSMITH+BROWN, PC | Auditor | $70,000 | — | $70,000 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | Other Service Provider | $63,179 | — | $63,179 |
| CONSTITUTION CAPITAL EQUITY PTNRS | Other Service Provider | $61,311 | — | $61,311 |
| SCHULTHEIS & PANETTIERI, LLP | Auditor | $59,616 | — | $59,616 |
| RAAB, STURM & GANCHROW, LLP | Other Service Provider | $52,432 | — | $52,432 |
| BNY MELLON | Other Service Provider | $38,380 | — | $38,380 |
| HEALTH MANAGEMENT SYSTEMS, INC. | Other Service Provider | $37,524 | — | $37,524 |
| JP MORGAN INVESTMENT MANAGEMENT | Recordkeeper | $36,207 | — | $36,207 |
| H&H GRAPHIC PRINTING COMMUNICATIONS | Other Service Provider | $29,670 | — | $29,670 |
| STATE STREET GLOBAL ADVISORS | Other Service Provider | $26,386 | — | $26,386 |
| AMALGAMATED BANK | Other Service Provider | $17,572 | — | $17,572 |
| PURCHASE POWER | Other Service Provider | $13,093 | — | $13,093 |
| THE NORTHERN TRUST COMPANY | Other Service Provider | $9,416 | — | $9,416 |
| CORDATIUS LLC | Other Service Provider | $5,460 | — | $5,460 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SLEVIN & HART, P.C. — ERISA Attorney
- WITHUMSMITH+BROWN, PC — Auditor
- SCHULTHEIS & PANETTIERI, LLP — Auditor
- JP MORGAN INVESTMENT MANAGEMENT — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,147,031
- Estimated Expense Ratio: 0.595% 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 | $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 |