2023 Form 5500 filing — 32bj North Pension Fund
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241011083050NAL0021524609001) for 32bj North Pension Fund, reported by Board Of Trustees 32bj North Pension Fund under EIN 13-1819138 and plan number 001. It reports 15,086 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011083050NAL0021524609001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees 32bj North Pension Fund
- EIN
- 13-1819138
- Plan number
- 001
- Location
- New York, NY
- Participants
- 15,086
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $497,143,300
- Total liabilities (EOY)
- $1,662,306
- Net assets (EOY)
- $495,480,994
- Employer contributions
- $26,703,829
- Total income / additions
- $75,344,030
- Benefits paid
- $31,388,137
- Administrative expenses
- $3,396,956
- Total expenses
- $34,785,093
- Net increase / (decrease)
- $40,558,937
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Building Service 32bj Health Fund | AFFILIATE | $1,017,807 | not reported in the loaded dataset |
| Constitution Capital Equity Ptnrs | NONE | $206,432 | $60,426 |
| Rreef America L.L.C. | NONE | $218,820 | $0 |
| Slevin & Hart, P.C. | NONE | $162,837 | not reported in the loaded dataset |
| The Segal Company | NONE | $131,395 | not reported in the loaded dataset |
| Segal Select Insurances, Inc. | NONE | $107,824 | $16,545 |
| Meketa Investment Group, Inc. | NONE | $119,583 | not reported in the loaded dataset |
| Champlain Investment Partners, LLC | NONE | $118,369 | $948 |
| Crow Holdings Capital Partners, LLC | NONE | $93,161 | not reported in the loaded dataset |
| Dodge & Cox | NONE | $91,663 | not reported in the loaded dataset |
| Driehaus Capital Management LLC | NONE | $84,847 | not reported in the loaded dataset |
| Withumsmith+Brown, Pc | NONE | $63,000 | not reported in the loaded dataset |
| Raab, Sturm & Ganchrow, Llp | NONE | $59,722 | not reported in the loaded dataset |
| Health Management Systems, Inc. | NONE | $46,413 | not reported in the loaded dataset |
| Jp Morgan Investment Management | NONE | $38,788 | $0 |
| Schultheis & Panettieri, Llp | NONE | $33,491 | not reported in the loaded dataset |
| Bny Mellon | NONE | $32,961 | not reported in the loaded dataset |
| H&H Graphic Printing Communications | NONE | $31,756 | not reported in the loaded dataset |
| State Street Global Advisors | NONE | $18,773 | $0 |
| Amalgamated Bank | NONE | $10,383 | not reported in the loaded dataset |