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
- Plan Number: 001
- Total Participants: 2,539
- Total Assets: $76.9M
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 | 2,539 | $76.9M | $0 | $0 |
| 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 |
|---|---|---|---|---|
| J.P MORGAN INVESTMENT MGMT INC. | Other Service Provider | $310,318 | — | $310,318 |
| BUILDING SERVICE 32BJ HEALTH FUND | Other Service Provider | $214,408 | — | $214,408 |
| GALLAGHER FIDUCIARY ADVISORS LLC | Other Service Provider | $83,925 | — | $83,925 |
| THE SEGAL COMPANY, INC. | Other Service Provider | $72,355 | — | $72,355 |
| BNY MELLON | Other Service Provider | $66,721 | — | $66,721 |
| PROSKAUER ROSE LLP | Other Service Provider | $65,860 | — | $65,860 |
| WITHUMSMITH+BROWN, PC | Other Service Provider | $42,000 | — | $42,000 |
| RAAB, STURM & GANCHROW, LLP | Other Service Provider | $40,000 | — | $40,000 |
| SEGAL SELECT INSURANCE SERVICES INC | Other Service Provider | $27,552 | $11,455 | $39,007 |
| SCHULTHEIS & PANETTIERI, LLP | Other Service Provider | $22,549 | — | $22,549 |
| JPMORGAN CHASE BANK | Other Service Provider | $12,060 | — | $12,060 |
| H&H GRAPHIC PRINTING COMMUNICATIONS | Other Service Provider | $8,142 | — | $8,142 |
| HEALTH MANAGEMENT SYSTEMS INC | Other Service Provider | $6,553 | — | $6,553 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $983,898
- Estimated Expense Ratio: 1.280% 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 | $5,664,371 | $460,964 | — | $52,579 | — |
| 2024 | $1,031,766 | $401,386 | — | $42,800 | — |
| 2023 | $1,118,650 | $415,450 | — | $42,940 | — |
| 2022 | $1,028,170 | $421,719 | — | — | $236,685 |