# Brd Of Trustees Oe 37 Pension Fund DB Plan
Source: https://planprovider.pro/companies/brd-of-trustees-oe-37-pension-fund-plan

> Brd Of Trustees Oe 37 Pension Fund's DB plan: 815 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Brd Of Trustees Oe 37 Pension Fund

- **Sponsor EIN:** 526128064

- **Sponsor Address:** 3615 NORTH POINT BOULEVARD, BALTIMORE, MD, 212222727

- **Plan Type:** DB

- **Total Participants:** 815

- **Total Assets:** $154.3M

## 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|815|$154.3M|$7.5M|$0|

| 2023|787|$142.7M|$7.1M|$0|

| 2022|745|$131.4M|$6.8M|$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|

| DECISION SCIENCE, INC.|NONE|$216,011|—|$216,011|

| LOOMIS, SAYLES & COMPANY|NONE|$143,800|—|$143,800|

| RBC GLOBAL ASSET MANAGEMENT|NONE|$123,211|—|$123,211|

| AMERICAN REALTY ADVISORS, LLC|NONE|$120,102|—|$120,102|

| MORGAN LEWIS & BOCKIUS LLP|NONE|$116,261|—|$116,261|

| WEDGE CAPITAL MANAGEMENT|NONE|$101,359|—|$101,359|

| INVESTMENT PERFORMANCE SERVICES|NONE|$95,000|—|$95,000|

| BOLTON PARTNERS, INC.|NONE|$90,582|—|$90,582|

| ASB CAPITAL MANAGEMENT|NONE|$54,061|—|$54,061|

| CALIBRE CPA GROUP|NONE|$28,598|—|$28,598|

| SIERRA INVESTMENT PARTNERS|NONE|$22,406|—|$22,406|

| US BANK N.A.|NONE|$14,362|—|$14,362|

| CHARTWELL INVESTMENT PARTNERS|NONE|$14,252|—|$14,252|

| NORTHERN TRUST CORPORATION|NONE|$6,379|—|$6,379|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [RBC GLOBAL ASSET MANAGEMENT](https://planprovider.pro/provider/royal-bank-of-canada) — NONE

- [MORGAN LEWIS & BOCKIUS LLP](https://planprovider.pro/provider/meyer-unkovic-and-scott-llp) — NONE

- [CALIBRE CPA GROUP](https://planprovider.pro/provider/calibre-cpa-group-pllc) — NONE

- [US BANK N.A.](https://planprovider.pro/provider/john-hancock) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $1,146,384

- **Estimated Expense Ratio:** 0.743% 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|$1,303,102|$723,794|$198,474|$22,300|—|

| 2023|$1,132,730|$590,706|$198,000|$21,100|—|

| 2022|$1,189,703|$590,175|$197,886|—|$287,199|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/brd-of-trustees-oe-37-pension-fund-plan)

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