2023 Form 5500 filing — 32bj School Workers 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 20250123100326NAL0010042368001) for 32bj School Workers Pension Fund, reported by Board Of Trustees Of The 32bj School Workers Pension Fund under EIN 13-1957585 and plan number 001. It reports 14,778 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250123100326NAL0010042368001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The 32bj School Workers Pension Fund
- EIN
- 13-1957585
- Plan number
- 001
- Location
- New York, NY
- Participants
- 14,778
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $565,212,808
- Total liabilities (EOY)
- $23,603,286
- Net assets (EOY)
- $541,609,522
- Employer contributions
- $22,842,324
- Total income / additions
- $82,904,192
- Benefits paid
- $30,728,980
- Administrative expenses
- $3,875,099
- Total expenses
- $34,604,079
- Net increase / (decrease)
- $48,300,113
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Building Service 32bj Health Fund | AFFILIATE | $912,688 | not reported in the loaded dataset |
| Rbc Global Asset Management(Us) Inc | NONE | $347,733 | not reported in the loaded dataset |
| Loomis, Sayles Trust Company | NONE | $283,633 | not reported in the loaded dataset |
| Boston Partners Glbl Investors Inc | NONE | $254,100 | $0 |
| The Segal Company | NONE | $215,960 | not reported in the loaded dataset |
| Mesirow Institutional Inv Mngmt Inc | NONE | $209,211 | $0 |
| Proskauer Rose Llp | NONE | $191,453 | not reported in the loaded dataset |
| Ullico Investment Advisors Inc. | NONE | $145,909 | not reported in the loaded dataset |
| Lord, Abbett & Co. LLC | NONE | $141,985 | not reported in the loaded dataset |
| Gallagher Fiduciary Advisors LLC | NONE | $118,347 | not reported in the loaded dataset |
| Bredhoff & Kaiser, Pllc | NONE | $114,791 | not reported in the loaded dataset |
| Withumsmith+Brown, Pc | NONE | $68,500 | not reported in the loaded dataset |
| Bank Of New York Mellon | NONE | $64,336 | not reported in the loaded dataset |
| H&H Graphic Printing Communications | NONE | $39,831 | not reported in the loaded dataset |
| Jpm Chase | NONE | $27,179 | $0 |
| Health Management Systems, Inc. | NONE | $23,204 | not reported in the loaded dataset |
| Segal Select Ins Services, Inc. | NONE | $0 | $22,950 |
| Postmaster | NONE | $13,430 | not reported in the loaded dataset |