# Board Of Trustees Of Pension Fund DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-pension-fund-plan

> Board Of Trustees Of Pension Fund's DB plan: 2,834 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.|NONE|$351,961|—|$351,961|

| TIMESSQUARE CAPITAL MANAGEMENT, LLC|NONE|$312,822|—|$312,822|

| SYSTEMATIC FINANCIAL MANAGEMENT, LP|NONE|$282,829|—|$282,829|

| ULLICO INVESTMENT ADVISORS, INC|NONE|$188,411|—|$188,411|

| THE SEGAL COMPANY|NONE|$177,328|—|$177,328|

| ZENITH AMERICAN SOLUTIONS|NONE|$152,448|—|$152,448|

| PARTNERS GROUP USA , INC|NONE|$132,622|—|$132,622|

| INCOME RESEARCH AND MANAGEMENT|NONE|$131,182|—|$131,182|

| PARAMETRIC PORTFOLIO ASSOCIATES LLC|NONE|$129,937|—|$129,937|

| J.P.MORGAN INVESTMENT MANAGEMENT|NONE|$93,262|—|$93,262|

| MARQUETTE ASSOC.|NONE|$90,000|—|$90,000|

| MORGAN STANLEY AIP GP LP|NONE|$89,755|—|$89,755|

| INVESCO TRUST COMPANY|NONE|$88,818|—|$88,818|

| PACIFIC ASSET MANAGEMENT LLC|NONE|$81,470|—|$81,470|

| SPIVAK LIPTON LLP|UNION ATTORNEY|$79,841|—|$79,841|

| ELLENOFF GROSSMAN & SCHOLE LLP|NONE|$56,480|—|$56,480|

| USA LOCAL 829 UNION|RELATED LABOR UNION|$52,713|—|$52,713|

| SCHULTHEIS & PANETTIERI LLP|NONE|$50,178|—|$50,178|

| GOULD KOBRICK & SCHLAPP PC|UNION ACCOUNTANT|$43,500|—|$43,500|

| COMERICA BANK|NONE|$38,389|—|$38,389|

| SEGAL SELECT INSURANCE SERVICES|NONE|—|$18,827|$18,827|

| AMERICAN ASSESSMENTS INC|NONE|$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.](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [J.P.MORGAN INVESTMENT MANAGEMENT](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [MORGAN STANLEY AIP GP LP](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [SCHULTHEIS & PANETTIERI LLP](https://planprovider.pro/provider/schultheis-and-panettieri-llp) — NONE

- [GOULD KOBRICK & SCHLAPP PC](https://planprovider.pro/provider/gould-kobrick-and-schlapp-pc) — UNION ACCOUNTANT

## 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|

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