2023 Form 5500 filing — Service Employees International Union Local 32bj, District 36 Building Operators Pension Trust 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 20241006121344NAL0008191299001) for Service Employees International Union Local 32bj, District 36 Building Operators Pension Trust Fund, reported by Bd Of Tees Of Seiu Local 32bj, Dis 36 Bolr Pension Trust Fund under EIN 23-6546776 and plan number 001. It reports 6,913 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241006121344NAL0008191299001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Of Tees Of Seiu Local 32bj, Dis 36 Bolr Pension Trust Fund
- EIN
- 23-6546776
- Plan number
- 001
- Location
- Philadelphia, PA
- Participants
- 6,913
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $128,369,685
- Total liabilities (EOY)
- $104,063
- Net assets (EOY)
- $128,265,622
- Employer contributions
- $6,968,374
- Total income / additions
- $21,554,351
- Benefits paid
- $8,871,018
- Administrative expenses
- $1,769,814
- Total expenses
- $10,640,832
- Net increase / (decrease)
- $10,913,519
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Local 36 Operating Account | RELATED FUND | $607,086 | not reported in the loaded dataset |
| Cbiz Retirement Plan Services | NONE | $69,513 | not reported in the loaded dataset |
| Fiduciary Management, Inc. | NONE | $64,777 | $0 |
| Meketa Investment Group | NONE | $62,876 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $58,984 | not reported in the loaded dataset |
| Prudential Insurance Co Of America | NONE | $58,785 | $0 |
| Spear Wilderman P.C. | NONE | $49,887 | not reported in the loaded dataset |
| Stevens & Lee P.C. | NONE | $48,594 | not reported in the loaded dataset |
| Pnc Bank | NONE | $44,597 | $0 |
| Bluewater Consulting Group | NONE | $39,019 | not reported in the loaded dataset |
| John Rongione | EMPLOYEE | $36,951 | not reported in the loaded dataset |
| Sarah Millinghousen | EMPLOYEE | $34,818 | not reported in the loaded dataset |
| Maria Grillo | EMPLOYEE | $31,365 | not reported in the loaded dataset |
| Judy O'Meara | EMPLOYEE | $30,612 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $30,349 | not reported in the loaded dataset |
| Linda Mccullough | EMPLOYEE | $30,274 | not reported in the loaded dataset |
| Conant Co. | NONE | $26,563 | not reported in the loaded dataset |
| Tyema Sanchez | EMPLOYEE | $25,255 | not reported in the loaded dataset |
| Change Healthcare | NONE | $21,711 | not reported in the loaded dataset |
| The Segal Company | NONE | $8,400 | not reported in the loaded dataset |
| Pension Benefit Information | NONE | $5,805 | not reported in the loaded dataset |