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Original filing (PDF)20250123100326NAL0010042368001
BOARD OF TRUSTEES OF THE 32BJ SCHOOL WORKERS PENSION FUND
Form 5500
FILING_RECEIVED
32BJ SCHOOL WORKERS PENSION FUND
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed18 service providers
Active participants
5,425
Accounts w/ balance
—
Plan assets (EOY)
$565.2M
Net assets (EOY)
$541.6M
How this plan invests
This plan
8 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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
- 56 bps in Schedule C fees — 835% above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES OF THE 32BJ SCHOOL WORKERS PENSION FUND.
Plan sponsor
Name
BOARD OF TRUSTEES OF THE 32BJ SCHOOL WORKERS PENSION FUND
EIN
13-1957585
Address
25 WEST 18TH STREET · NEW YORK, NY · 100114676
Phone
(212) 539-2778
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-01-23
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
WITHUMSMITH+BROWN, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
18 rowsOther
18| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BUILDING SERVICE 32BJ HEALTH FUND | 13-2928869 | — | AFFILIATE | $913K | — |
| RBC GLOBAL ASSET MANAGEMENT(US) INC | 41-1460668 | — | NONE | $348K | — |
| LOOMIS, SAYLES TRUST COMPANY | 20-8080381 | — | NONE | $284K | — |
| BOSTON PARTNERS GLBL INVESTORS INC | 98-0202744 | — | NONE | $254K | — |
| THE SEGAL COMPANY | 13-1835864 | — | NONE | $216K | — |
| MESIROW INSTITUTIONAL INV MNGMT INC | 88-0612424 | — | NONE | $209K | — |
| PROSKAUER ROSE LLP | 13-1840454 | — | NONE | $191K | — |
| ULLICO INVESTMENT ADVISORS INC. | 52-6435649 | — | NONE | $146K | — |
| LORD, ABBETT & CO. LLC | 13-5620131 | — | NONE | $142K | — |
| GALLAGHER FIDUCIARY ADVISORS LLC | 36-4291971 | — | NONE | $118K | — |
| BREDHOFF & KAISER, PLLC | 52-0969534 | — | NONE | $115K | — |
| WITHUMSMITH+BROWN, PC | 22-2027092 | — | NONE | $69K | — |
| BANK OF NEW YORK MELLON | 13-5160382 | — | NONE | $64K | — |
| H&H GRAPHIC PRINTING COMMUNICATIONS | 27-0771521 | — | NONE | $40K | — |
| JPM CHASE | — | NEW YORK, NY | NONE | $27K | — |
| HEALTH MANAGEMENT SYSTEMS, INC. | 13-2770433 | — | NONE | $23K | — |
| POSTMASTER | — | NEW YORK, NY | NONE | $13K | — |
| SEGAL SELECT INS SERVICES, INC. | 46-0619194 | — | NONE | $0 | — |
Investments
8 pooled funds· $303.6M(54% 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
$232.1M
6 holdings
103-12 Investment Entity
$71.5M
2 holdings
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| LOOMIS SAYLES ALL CAP GROWTH TRUST LOOMIS SAYLES TRUST COMPANY, LLC · EIN 84-6391546 / PN 017 | Common Collective Trust | $60.4M | 10.7% |
| RBC GAM INTERNATIONAL EQUITY FUND RBC GLOBAL ASSET MANAGEMENT · EIN 41-1460668 / PN 001 | 103-12 Investment Entity | $38.7M | 6.8% |
| MULTI-EMPLOYER PROPERTY TRUST SEI TRUST COMPANY · EIN 52-6218800 / PN 001 | Common Collective Trust | $38.1M | 6.7% |
| ARTISAN GLOBAL OPPORTUNITIES TRUST SEI TRUST COMPANY · EIN 26-3653822 / PN 021 | Common Collective Trust | $38.0M | 6.7% |
| LONGVIEW LARGECAP 500 INDEX FUND AMALGAMATED BANK · EIN 13-4920330 / PN 009 | Common Collective Trust | $37.3M | 6.6% |
| ACADIAN GLOBAL EQUITY FUND ACADIAN ASSET MANAGEMENT LLC · EIN 04-2929221 / PN 007 | 103-12 Investment Entity | $32.8M | 5.8% |
| MACKAY SHIELDS HIGH YIELD BOND CIT SEI TRUST COMPANY · EIN 47-1818241 / PN 076 | Common Collective Trust | $30.5M | 5.4% |
| EARNEST PARTNERS INTERNATIONAL FUND SEI TRUST COMPANY · EIN 26-4377500 / PN 041 | Common Collective Trust | $27.8M | 4.9% |