Plan Snapshot
- Plan Sponsor: Board Of Trustees Of The 32bj/Broadway League Pension Fund
- Sponsor EIN: 131998219
- Sponsor Address: 25 WEST 18TH STREET, NEW YORK, NY, 10011
- Plan Type: DB
- Total Participants: 1,109
- Total Assets: $71.0M
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 | 1,109 | $71.0M | $2.1M | $0 |
| 2023 | 1,009 | $67.6M | $2.5M | $0 |
| 2022 | 1,004 | $63.5M | $2.5M | $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 |
|---|---|---|---|---|
| JP MORGAN INVESTMENT MANAGEMENT INC | Recordkeeper | $328,512 | — | $328,512 |
| BUILDING SERVICE 32BJ HEALTH FUND | Other Service Provider | $203,944 | — | $203,944 |
| GALLAGHER FIDUCIARY ADVISORS LLC | Other Service Provider | $82,874 | — | $82,874 |
| THE SEGAL COMPANY, INC. | Other Service Provider | $78,446 | — | $78,446 |
| PROSKAUER ROSE, LLP | Other Service Provider | $65,676 | — | $65,676 |
| WITHUMSMITH+BROWN, PC | Auditor | $42,800 | — | $42,800 |
| RAAB, STURM & GANCHROW, LLP | Other Service Provider | $40,027 | — | $40,027 |
| SEGAL SELECT INS SERVICES, INC. | Other Service Provider | $31,212 | $5,904 | $37,116 |
| SCHULTHEIS & PANETTIERI, LLP | Auditor | $27,651 | — | $27,651 |
| BNY MELLON | Other Service Provider | $16,331 | — | $16,331 |
| JPMORGAN CHASE BANK | Other Service Provider | $12,409 | — | $12,409 |
| H&H GRAPHIC PRINTING COMMUNICATIONS | Other Service Provider | $8,926 | — | $8,926 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JP MORGAN INVESTMENT MANAGEMENT INC — Recordkeeper
- WITHUMSMITH+BROWN, PC — Auditor
- SCHULTHEIS & PANETTIERI, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $944,712
- Estimated Expense Ratio: 1.331% 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 | $1,031,766 | $401,386 | — | $42,800 | — |
| 2023 | $1,118,650 | $415,450 | — | $42,940 | — |
| 2022 | $1,028,170 | $421,719 | — | — | $236,685 |