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Original filing (PDF)20250903134038NAL0009106611001
BOARD OF TRUSTEES, 32BJ NORTH HEALTH FUND
Form 5500
FILING_RECEIVED
32BJ NORTH HEALTH FUND
Health & welfare plan
Signals · 4
40% in single holding~437 bps in Sched C feesNo recordkeeper disclosed14 service providers
Active participants
2,718
Accounts w/ balance
—
Plan assets (EOY)
$73.0M
Net assets (EOY)
$66.8M
How this plan invests
This plan
7 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
85
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
80
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "VANGUARD TOT INT ST IDX-ADM Registered Investment Company N/A N/A N/A" is 40% of plan.
- 437 bps in Schedule C fees — 2629% 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 BOARD OF TRUSTEES, 32BJ NORTH HEALTH FUND.
Plan sponsor
Name
BOARD OF TRUSTEES, 32BJ NORTH HEALTH FUND
EIN
13-1699839
Address
25 WEST 18TH STREET · NEW YORK, NY · 10011
Phone
(212) 539-2778
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-03
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4L · Death Benefits (other than life insurance)
4Q · Other
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 |
|---|---|---|---|---|---|
| ANTHEM HEALTHCHOICE ASSURANCE INC | 23-7391136 | — | NONE | $1.3M | — |
| BUILDING SERVICE 32BJ HEALTH FUND | 13-2928869 | — | AFFILIATE | $1.3M | — |
| RAAB, STURM & GANCHROW, LLP | 13-1566077 | — | NONE | $120K | — |
| SCHULTHEIS & PANETTIERI, LLP | 13-1577780 | — | NONE | $116K | — |
| WITHUMSMITH+BROWN, PC | 22-2027092 | — | NONE | $79K | — |
| DELTA DENTAL | — | MECHANICSBURG, PA | NONE | $73K | — |
| THE SEGAL COMPANY | 13-1835864 | — | NONE | $65K | — |
| SLEVIN & HART, PC | 52-1078613 | — | NONE | $35K | — |
| MEKETA INVESTMENT GROUP INC | 04-2659023 | — | NONE | $34K | — |
| SEGAL SELECT INSURANCE SERVICES | 46-0619194 | — | NONE | $28K | — |
| H&H GRAPHIC PRINTING COMMUNICATIONS | 27-0771521 | — | NONE | $23K | — |
| JPMORGAN CHASE | 13-4994650 | — | NONE | $13K | — |
| OPTUMRX, INC. | 33-0441200 | — | NONE | $8K | — |
| MOUNT VERNON PRINTING COMPANY | 52-1193840 | — | NONE | $7K | — |
Investments
7 direct securities· $61.7M(85% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD TOT INT ST IDX-ADM Registered Investment Company N/A | — | — | $26.7M | $24.6M | 33.7% | |
| VANGUARD S/T BND INDX-INST Registered Investment Company N/A | — | — | $13.6M | $13.2M | 18.1% | |
| VANGUARD TTL STK MKT-INST Registered Investment Company N/A | — | — | $5.1M | $9.5M | 13.0% | |
| VANGUARD S/T INFL PROT-INST Registered Investment Company N/A | — | — | $7.9M | $7.5M | 10.3% | |
| VANGUARD TTL BD MKT IDX-INST Registered Investment Company N/A | — | — | $4.4M | $4.6M | 6.3% | |
| Registered Investment Companies T ROWE PR INST HI YLD-INST Registered Investment Company N/A | — | — | $2.5M | $2.3M | 3.2% | |
| Interest-Bearing Cash * DREYFUS TRE PR CSH MGT INV 674 Cash N/A | — | — | $6K | $6K | <0.1% |