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Original filing (PDF)20250912171759NAL0002271008001
BD OF TRUSTEES 32BJ CONNECTICUT PENSION FUND
Form 5500
FILING_RECEIVED
32BJ CONNECTICUT PENSION FUND
Defined-benefit pension plan
Signals · 4
54% in single holding~82 bps in Sched C feesNo recordkeeper disclosed14 service providers
Active participants
1,712
Accounts w/ balance
—
Plan assets (EOY)
$83.7M
Net assets (EOY)
$83.5M
How this plan invests
This plan
3 pooled trusts
Schedule D
3 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: LONGVIEW BROAD MARKET 3000 INDEX FUND (extraction pending)]" is 54% of plan.
- 82 bps in Schedule C fees — 413% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BD OF TRUSTEES 32BJ CONNECTICUT PENSION FUND.
Plan sponsor
Name
BD OF TRUSTEES 32BJ CONNECTICUT PENSION FUND
EIN
06-0909320
Address
25 WEST 18TH STREET · NEW YORK, NY · 100114676
Phone
(212) 539-2778
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-12
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
WITHUMSMITH+BROWN, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
14 rowsOther
14| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BUILDING SERVICE 32BJ HEALTH FUND | 13-2928869 | — | AFFILIATE | $302K | — |
| GALLAGHER FIDUCIARY ADVISORS, LLC | 36-4291971 | — | NONE | $65K | — |
| THE SEGAL COMPANY | 13-1835864 | — | NONE | $63K | — |
| WITHUMSMITH+BROWN, P.C. | 22-2027092 | — | NONE | $55K | — |
| LOOMIS SAYLES TRUST COMPANY | 20-8080381 | — | NONE | $53K | — |
| SEGAL SELECT INS SERVICES, INC. | 46-0619194 | — | NONE | $35K | — |
| SCHULTHEIS & PANETTIERI, LLP | 13-1577780 | — | NONE | $21K | — |
| JPM CHASE BANK | 13-4994650 | — | NONE | $19K | — |
| H&H GRAPHIC PRINTING COMMUNICATIONS | 27-0771521 | — | NONE | $18K | — |
| SLEVIN & HART, PC | 52-1708613 | — | NONE | $17K | — |
| BNY MELLON | 13-5160382 | — | NONE | $11K | — |
| HAMILTON LANE ADVISORS LLC | 23-2962336 | — | NONE | $10K | — |
| HAMILTON LANE GP X LLC | 61-1808970 | — | NONE | $9K | — |
| HEALTH MANAGEMENT SYSTEMS, INC. | 13-2770433 | — | NONE | $8K | — |
Investments
3 pooled funds· $29.5M(35% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$23.5M
2 holdings
Pooled Separate Account
$6.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LONGVIEW BROAD MARKET 3000 INDEX FD AMALGAMATED BANK · EIN 46-2044954 / PN 020 | Common Collective Trust | — | — | $15.9M | 19.0% | |
| LOOMIS SAYLES ALL CAP GROWTH TRUST LOOMIS SAYLES TRUST COMPANY, LLC · EIN 84-6391546 / PN 017 | Common Collective Trust | — | — | $7.6M | 9.1% | |
| US PROPERTY SEPARATE ACCOUNT PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $6.0M | 7.2% |