Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Pension Fund
- Sponsor EIN: 131982707
- Sponsor Address: 140 SYLVAN AVENUE SUITE 303, ENGLEWOOD CLIFFS, NJ, 07632
- Plan Type: DB
- Total Participants: 2,834
- Total Assets: $533.6M
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 | 2,834 | $533.6M | $22.4M | $0 |
| 2023 | 2,441 | $487.6M | $15.7M | $0 |
| 2022 | 3,050 | $440.5M | $22.8M | $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 |
|---|---|---|---|---|
| JPMORGAN CHASE BANK, N.A. | Recordkeeper | $351,961 | — | $351,961 |
| TIMESSQUARE CAPITAL MANAGEMENT, LLC | Other Service Provider | $312,822 | — | $312,822 |
| SYSTEMATIC FINANCIAL MANAGEMENT, LP | Other Service Provider | $282,829 | — | $282,829 |
| ULLICO INVESTMENT ADVISORS, INC | Other Service Provider | $188,411 | — | $188,411 |
| THE SEGAL COMPANY | Other Service Provider | $177,328 | — | $177,328 |
| ZENITH AMERICAN SOLUTIONS | Other Service Provider | $152,448 | — | $152,448 |
| PARTNERS GROUP USA , INC | Other Service Provider | $132,622 | — | $132,622 |
| INCOME RESEARCH AND MANAGEMENT | Other Service Provider | $131,182 | — | $131,182 |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | Other Service Provider | $129,937 | — | $129,937 |
| J.P.MORGAN INVESTMENT MANAGEMENT | Recordkeeper | $93,262 | — | $93,262 |
| MARQUETTE ASSOC. | Other Service Provider | $90,000 | — | $90,000 |
| MORGAN STANLEY AIP GP LP | Recordkeeper | $89,755 | — | $89,755 |
| INVESCO TRUST COMPANY | Other Service Provider | $88,818 | — | $88,818 |
| PACIFIC ASSET MANAGEMENT LLC | Other Service Provider | $81,470 | — | $81,470 |
| SPIVAK LIPTON LLP | ERISA Attorney | $79,841 | — | $79,841 |
| ELLENOFF GROSSMAN & SCHOLE LLP | Other Service Provider | $56,480 | — | $56,480 |
| USA LOCAL 829 UNION | Other Service Provider | $52,713 | — | $52,713 |
| SCHULTHEIS & PANETTIERI LLP | Auditor | $50,178 | — | $50,178 |
| GOULD KOBRICK & SCHLAPP PC | Auditor | $43,500 | — | $43,500 |
| COMERICA BANK | Other Service Provider | $38,389 | — | $38,389 |
| SEGAL SELECT INSURANCE SERVICES | Other Service Provider | — | $18,827 | $18,827 |
| AMERICAN ASSESSMENTS INC | Other Service Provider | $10,660 | — | $10,660 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JPMORGAN CHASE BANK, N.A. — Recordkeeper
- J.P.MORGAN INVESTMENT MANAGEMENT — Recordkeeper
- MORGAN STANLEY AIP GP LP — Recordkeeper
- SCHULTHEIS & PANETTIERI LLP — Auditor
- GOULD KOBRICK & SCHLAPP PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,653,433
- Estimated Expense Ratio: 0.497% 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 | $2,094,023 | $1,198,500 | $152,448 | $43,500 | — |
| 2023 | $1,810,332 | $989,327 | $152,448 | $26,000 | — |
| 2022 | $1,655,887 | $833,446 | $152,448 | — | $429,157 |