2023 Form 5500 filing — 32bj Connecticut 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 20241004165650NAL0005842979001) for 32bj Connecticut Pension Fund, reported by Bd Of Trustees 32bj Connecticut Pension Fund under EIN 06-0909320 and plan number 001. It reports 3,570 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004165650NAL0005842979001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Of Trustees 32bj Connecticut Pension Fund
- EIN
- 06-0909320
- Plan number
- 001
- Location
- New York, NY
- Participants
- 3,570
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $77,508,647
- Total liabilities (EOY)
- $190,266
- Net assets (EOY)
- $77,318,381
- Employer contributions
- $3,747,942
- Total income / additions
- $13,460,122
- Benefits paid
- $3,790,951
- Administrative expenses
- $918,738
- Total expenses
- $4,709,689
- Net increase / (decrease)
- $8,750,433
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Building Service 32bj Health Fund | AFFILIATE | $345,471 | not reported in the loaded dataset |
| The Segal Company | NONE | $63,322 | not reported in the loaded dataset |
| Withumsmith+Brown, Pc | NONE | $51,000 | not reported in the loaded dataset |
| Gallagher Fiduciary Advisors, LLC | NONE | $50,786 | not reported in the loaded dataset |
| Hamilton Lane Advisors, LLC | NONE | $42,060 | not reported in the loaded dataset |
| Segal Select Insurance Services | NONE | $34,130 | $5,514 |
| Bny Mellon | NONE | $38,800 | not reported in the loaded dataset |
| Loomis Sayles Trust Company | NONE | $34,586 | not reported in the loaded dataset |
| Schultheis & Panettieri, Llp | NONE | $31,233 | not reported in the loaded dataset |
| Slevin & Hart, Pc | NONE | $26,725 | not reported in the loaded dataset |
| Jpm Chase Bank | NONE | $19,864 | not reported in the loaded dataset |
| H&H Graphic Printing Communications | NONE | $14,621 | not reported in the loaded dataset |
| Health Management Systems, Inc. | NONE | $9,073 | not reported in the loaded dataset |