32bj North Pension Fund — Form 5500 plan (Board Of Trustees 32bj North Pension Fund)
Plain-English plan 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, 32bj North Pension Fund is a benefit plan reported by Board Of Trustees 32bj North Pension Fund under EIN 13-1819138 and plan number 001. The latest loaded filing year is 2023. The filing reports 15,086 participants and $497,143,300 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees 32bj North Pension Fund
- EIN
- 13-1819138
- Plan number
- 001
- Plan type
- 1
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 15,086
- End-of-year plan assets
- $497,143,300
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 15,086 | H, C | 20241011083050NAL0021524609001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $497,143,300
- Total liabilities (EOY)
- $1,662,306
- Net assets (EOY)
- $495,480,994
- Net assets (BOY)
- $454,922,057
Income & contributions
- Employer contributions
- $26,703,829
- Total contributions
- $26,703,829
- Total income / additions
- $75,344,030
Expenses & distributions
- Benefits paid
- $31,388,137
- Administrative expenses
- $3,396,956
- Total expenses
- $34,785,093
- Net increase / (decrease)
- $40,558,937
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Building Service 32bj Health Fund | AFFILIATE | $1,017,807 | not reported in the loaded dataset | 2023 |
| Constitution Capital Equity Ptnrs | NONE | $206,432 | $60,426 | 2023 |
| Rreef America L.L.C. | NONE | $218,820 | $0 | 2023 |
| Slevin & Hart, P.C. | NONE | $162,837 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $131,395 | not reported in the loaded dataset | 2023 |
| Segal Select Insurances, Inc. | NONE | $107,824 | $16,545 | 2023 |
| Meketa Investment Group, Inc. | NONE | $119,583 | not reported in the loaded dataset | 2023 |
| Champlain Investment Partners, LLC | NONE | $118,369 | $948 | 2023 |
| Crow Holdings Capital Partners, LLC | NONE | $93,161 | not reported in the loaded dataset | 2023 |
| Dodge & Cox | NONE | $91,663 | not reported in the loaded dataset | 2023 |
| Driehaus Capital Management LLC | NONE | $84,847 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown, Pc | NONE | $63,000 | not reported in the loaded dataset | 2023 |
| Raab, Sturm & Ganchrow, Llp | NONE | $59,722 | not reported in the loaded dataset | 2023 |
| Health Management Systems, Inc. | NONE | $46,413 | not reported in the loaded dataset | 2023 |
| Jp Morgan Investment Management | NONE | $38,788 | $0 | 2023 |
| Schultheis & Panettieri, Llp | NONE | $33,491 | not reported in the loaded dataset | 2023 |
| Bny Mellon | NONE | $32,961 | not reported in the loaded dataset | 2023 |
| H&H Graphic Printing Communications | NONE | $31,756 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | NONE | $18,773 | $0 | 2023 |
| Amalgamated Bank | NONE | $10,383 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees 32bj North Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Building Service 32bj Health Fund — Schedule C compensation
- Constitution Capital Equity Ptnrs — Schedule C compensation
- Rreef America L.L.C. — Schedule C compensation
- Slevin & Hart, P.C. — Schedule C compensation
- The Segal Company — Schedule C compensation
- Segal Select Insurances, Inc. — Schedule C compensation
- Meketa Investment Group, Inc. — Schedule C compensation
- Champlain Investment Partners, LLC — Schedule C compensation
- Crow Holdings Capital Partners, LLC — Schedule C compensation
- Dodge & Cox — Schedule C compensation
- Driehaus Capital Management LLC — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- Raab, Sturm & Ganchrow, Llp — Schedule C compensation
- Health Management Systems, Inc. — Schedule C compensation
- Jp Morgan Investment Management — Schedule C compensation
- Schultheis & Panettieri, Llp — Schedule C compensation
- Bny Mellon — Schedule C compensation
- H&H Graphic Printing Communications — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- Amalgamated Bank — Schedule C compensation