Service Employees International Union Local 32bj, District 36 Building Operators Pension Trust Fund — Form 5500 plan (Bd Of Tees Of Seiu Local 32bj, Dis 36 Bolr Pension Trust 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, Service Employees International Union Local 32bj, District 36 Building Operators Pension Trust Fund is a benefit plan reported by Bd Of Tees Of Seiu Local 32bj, Dis 36 Bolr Pension Trust Fund under EIN 23-6546776 and plan number 001. The latest loaded filing year is 2023. The filing reports 6,913 participants and $128,369,685 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Of Tees Of Seiu Local 32bj, Dis 36 Bolr Pension Trust Fund
- EIN
- 23-6546776
- Plan number
- 001
- Plan type
- 1
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 6,913
- End-of-year plan assets
- $128,369,685
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,913 | H, C | 20241006121344NAL0008191299001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $128,369,685
- Total liabilities (EOY)
- $104,063
- Net assets (EOY)
- $128,265,622
- Net assets (BOY)
- $117,352,103
Income & contributions
- Employer contributions
- $6,968,374
- Total contributions
- $6,971,374
- Total income / additions
- $21,554,351
Expenses & distributions
- Benefits paid
- $8,871,018
- Administrative expenses
- $1,769,814
- Total expenses
- $10,640,832
- Net increase / (decrease)
- $10,913,519
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Local 36 Operating Account | RELATED FUND | $607,086 | not reported in the loaded dataset | 2023 |
| Cbiz Retirement Plan Services | NONE | $69,513 | not reported in the loaded dataset | 2023 |
| Fiduciary Management, Inc. | NONE | $64,777 | $0 | 2023 |
| Meketa Investment Group | NONE | $62,876 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $58,984 | not reported in the loaded dataset | 2023 |
| Prudential Insurance Co Of America | NONE | $58,785 | $0 | 2023 |
| Spear Wilderman P.C. | NONE | $49,887 | not reported in the loaded dataset | 2023 |
| Stevens & Lee P.C. | NONE | $48,594 | not reported in the loaded dataset | 2023 |
| Pnc Bank | NONE | $44,597 | $0 | 2023 |
| Bluewater Consulting Group | NONE | $39,019 | not reported in the loaded dataset | 2023 |
| John Rongione | EMPLOYEE | $36,951 | not reported in the loaded dataset | 2023 |
| Sarah Millinghousen | EMPLOYEE | $34,818 | not reported in the loaded dataset | 2023 |
| Maria Grillo | EMPLOYEE | $31,365 | not reported in the loaded dataset | 2023 |
| Judy O'Meara | EMPLOYEE | $30,612 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $30,349 | not reported in the loaded dataset | 2023 |
| Linda Mccullough | EMPLOYEE | $30,274 | not reported in the loaded dataset | 2023 |
| Conant Co. | NONE | $26,563 | not reported in the loaded dataset | 2023 |
| Tyema Sanchez | EMPLOYEE | $25,255 | not reported in the loaded dataset | 2023 |
| Change Healthcare | NONE | $21,711 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $8,400 | not reported in the loaded dataset | 2023 |
| Pension Benefit Information | NONE | $5,805 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Of Tees Of Seiu Local 32bj, Dis 36 Bolr Pension Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadelphia, PA
- Local 36 Operating Account — Schedule C compensation
- Cbiz Retirement Plan Services — Schedule C compensation
- Fiduciary Management, Inc. — Schedule C compensation
- Meketa Investment Group — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Prudential Insurance Co Of America — Schedule C compensation
- Spear Wilderman P.C. — Schedule C compensation
- Stevens & Lee P.C. — Schedule C compensation
- Pnc Bank — Schedule C compensation
- Bluewater Consulting Group — Schedule C compensation
- John Rongione — Schedule C compensation
- Sarah Millinghousen — Schedule C compensation
- Maria Grillo — Schedule C compensation
- Judy O'Meara — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Linda Mccullough — Schedule C compensation
- Conant Co. — Schedule C compensation
- Tyema Sanchez — Schedule C compensation
- Change Healthcare — Schedule C compensation
- The Segal Company — Schedule C compensation
- Pension Benefit Information — Schedule C compensation