32bj School Workers Pension Fund — Form 5500 plan (Board Of Trustees Of The 32bj School Workers 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 School Workers Pension Fund is a benefit plan reported by Board Of Trustees Of The 32bj School Workers Pension Fund under EIN 13-1957585 and plan number 001. The latest loaded filing year is 2023. The filing reports 14,778 participants and $565,212,808 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The 32bj School Workers Pension Fund
- EIN
- 13-1957585
- Plan number
- 001
- Plan type
- 1
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 14,778
- End-of-year plan assets
- $565,212,808
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 14,778 | H, C | 20250123100326NAL0010042368001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $565,212,808
- Total liabilities (EOY)
- $23,603,286
- Net assets (EOY)
- $541,609,522
- Net assets (BOY)
- $493,309,409
Income & contributions
- Employer contributions
- $22,842,324
- Total contributions
- $22,842,324
- Total income / additions
- $82,904,192
Expenses & distributions
- Benefits paid
- $30,728,980
- Administrative expenses
- $3,875,099
- Total expenses
- $34,604,079
- Net increase / (decrease)
- $48,300,113
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Building Service 32bj Health Fund | AFFILIATE | $912,688 | not reported in the loaded dataset | 2023 |
| Rbc Global Asset Management(Us) Inc | NONE | $347,733 | not reported in the loaded dataset | 2023 |
| Loomis, Sayles Trust Company | NONE | $283,633 | not reported in the loaded dataset | 2023 |
| Boston Partners Glbl Investors Inc | NONE | $254,100 | $0 | 2023 |
| The Segal Company | NONE | $215,960 | not reported in the loaded dataset | 2023 |
| Mesirow Institutional Inv Mngmt Inc | NONE | $209,211 | $0 | 2023 |
| Proskauer Rose Llp | NONE | $191,453 | not reported in the loaded dataset | 2023 |
| Ullico Investment Advisors Inc. | NONE | $145,909 | not reported in the loaded dataset | 2023 |
| Lord, Abbett & Co. LLC | NONE | $141,985 | not reported in the loaded dataset | 2023 |
| Gallagher Fiduciary Advisors LLC | NONE | $118,347 | not reported in the loaded dataset | 2023 |
| Bredhoff & Kaiser, Pllc | NONE | $114,791 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown, Pc | NONE | $68,500 | not reported in the loaded dataset | 2023 |
| Bank Of New York Mellon | NONE | $64,336 | not reported in the loaded dataset | 2023 |
| H&H Graphic Printing Communications | NONE | $39,831 | not reported in the loaded dataset | 2023 |
| Jpm Chase | NONE | $27,179 | $0 | 2023 |
| Health Management Systems, Inc. | NONE | $23,204 | not reported in the loaded dataset | 2023 |
| Segal Select Ins Services, Inc. | NONE | $0 | $22,950 | 2023 |
| Postmaster | NONE | $13,430 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The 32bj School Workers 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
- Rbc Global Asset Management(Us) Inc — Schedule C compensation
- Loomis, Sayles Trust Company — Schedule C compensation
- Boston Partners Glbl Investors Inc — Schedule C compensation
- The Segal Company — Schedule C compensation
- Mesirow Institutional Inv Mngmt Inc — Schedule C compensation
- Proskauer Rose Llp — Schedule C compensation
- Ullico Investment Advisors Inc. — Schedule C compensation
- Lord, Abbett & Co. LLC — Schedule C compensation
- Gallagher Fiduciary Advisors LLC — Schedule C compensation
- Bredhoff & Kaiser, Pllc — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- Bank Of New York Mellon — Schedule C compensation
- H&H Graphic Printing Communications — Schedule C compensation
- Jpm Chase — Schedule C compensation
- Health Management Systems, Inc. — Schedule C compensation
- Segal Select Ins Services, Inc. — Schedule C compensation
- Postmaster — Schedule C compensation