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Original filing (PDF)20250903160349NAL0015545665001
BOARD OF TRUSTEES OF THE 32BJ/BROADWAY LEAGUE PENSION FUND
Form 5500
FILING_RECEIVED
32BJ/BROADWAY LEAGUE PENSION FUND
Defined-benefit pension plan
Signals · 3
~132 bps in Sched C feesNo recordkeeper disclosed12 service providers
Active participants
1,109
Accounts w/ balance
—
Plan assets (EOY)
$71.0M
Net assets (EOY)
$70.4M
How this plan invests
This plan
20 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 132 bps in Schedule C fees — 727% 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 OF THE 32BJ/BROADWAY LEAGUE PENSION FUND.
Plan sponsor
Name
BOARD OF TRUSTEES OF THE 32BJ/BROADWAY LEAGUE PENSION FUND
EIN
13-1998219
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
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-03
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
WITHUMSMITH+BROWN, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
12 rowsOther
12| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JP MORGAN INVESTMENT MANAGEMENT INC | 13-3200244 | — | NONE | $329K | — |
| BUILDING SERVICE 32BJ HEALTH FUND | 13-2928869 | — | AFFILIATE | $204K | — |
| GALLAGHER FIDUCIARY ADVISORS LLC | 26-0516431 | — | NONE | $83K | — |
| THE SEGAL COMPANY, INC. | 13-1835864 | — | NONE | $78K | — |
| PROSKAUER ROSE, LLP | 13-1840454 | — | NONE | $66K | — |
| WITHUMSMITH+BROWN, PC | 22-2027092 | — | NONE | $43K | — |
| RAAB, STURM & GANCHROW, LLP | 13-1566077 | — | NONE | $40K | — |
| SEGAL SELECT INS SERVICES, INC. | 46-0619194 | — | NONE | $31K | — |
| SCHULTHEIS & PANETTIERI, LLP | 13-1577780 | — | NONE | $28K | — |
| BNY MELLON | 13-5160382 | — | NONE | $16K | — |
| JPMORGAN CHASE BANK | 13-1998219 | — | NONE | $12K | — |
| H&H GRAPHIC PRINTING COMMUNICATIONS | 27-0771521 | — | NONE | $9K | — |
Investments
6 direct securities · 20 pooled funds· $70.2M(99% 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
$59.4M
20 holdings
Uncategorized
$10.9M
6 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMCB GLOBAL SELECT EQUITY FUND JP MORGAN CHASE BANK · EIN 82-2394528 / PN 001 | Common Collective Trust | — | $6.1M | $9.5M | 13.4% | |
| JPMCB STRATEGIC PROPERTY FUND JPMORGAN CHASE BANK · EIN 13-6038770 / PN 001 | Common Collective Trust | — | $5.7M | $6.5M | 9.1% | |
| JPMCB CORE PLUS BOND FUND JPMORGAN CHASE BANK · EIN 81-2849512 / PN 001 | Common Collective Trust | — | $5.6M | $5.7M | 8.0% | |
| JPMCB CORE BOND FUND JPMORGAN CHASE BANK · EIN 20-3847783 / PN 001 | Common Collective Trust | — | $5.3M | $5.3M | 7.5% | |
| JPMCB US ACTIVE CORE EQUITY FUND JPMORGAN CHASE BANK · EIN 13-4043928 / PN 001 | Common Collective Trust | — | $2.8M | $3.7M | 5.2% | |
| JPMCB GROWTH ADVANTAGE FUND JPMORGAN CHASE BANK · EIN 26-3467461 / PN 001 | Common Collective Trust | — | $2.1M | $3.3M | 4.7% | |
| PEG Global Private Equity VII L.P. (Fund) Limited Partnership N/A | — | — | $2.3M | $3.3M | 4.7% | |
| JPMCB EQUITY INDEX FUND JPMORGAN CHASE BANK · EIN 20-2266703 / PN 001 | Common Collective Trust | — | $3.0M | $3.3M | 4.7% | |
| JPMCB VALUE ADVANTAGE FUND JPMORGAN CHASE BANK · EIN 26-3467496 / PN 001 | Common Collective Trust | — | $2.2M | $3.2M | 4.5% | |
| JPMCB MID-CAP EQUITY INDEX FUND JPMORGAN CHASE BANK · EIN 81-5011550 / PN 001 | Common Collective Trust | — | $2.8M | $3.1M | 4.4% | |
| JPMCB INTERNATIONAL EQUITY FUND JPMORGAN CHASE BANK · EIN 26-0001051 / PN 001 | Common Collective Trust | — | $3.8M | $3.0M | 4.2% | |
| PEG Global Private Equity IX L.P. (Fund) Limited Partnership N/A | — | — | $1.8M | $2.8M | 4.0% | |
| JPMCB GLOBAL EMERGING MARKETS - OPP JPMORGAN CHASE BANK · EIN 46-2537381 / PN 001 | Common Collective Trust | — | $2.0M | $2.1M | 2.9% | |
| Marathon Secured Private Strategies Fund III Limited Partnership N/A | — | — | $1.9M | $2.0M | 2.9% | |
| JPMCB CORPORATE HIGH YIELD FUND JPMORGAN CHASE BANK · EIN 13-3869666 / PN 001 | Common Collective Trust | — | $1.6M | $2.0M | 2.8% | |
| JPMCB EMERGING MARKETS - FIXED INCO JPMORGAN CHASE BANK · EIN 13-3744061 / PN 001 | Common Collective Trust | — | $1.6M | $1.8M | 2.6% | |
| JPMCB US SMALL CAP EQUITY BLEND FUN JPMORGAN CHASE BANK · EIN 20-8499834 / PN 001 | Common Collective Trust | — | $1.4M | $1.6M | 2.3% | |
| Limited Partnerships Hamilton Lane Strategic Opportunities Offshore Fund VIII LP Limited Partnership N/A | — | — | $1.5M | $1.6M | 2.2% | |
| JPMCB MORTGAGE PRIVATE PLACEMENT FU JPMORGAN CHASE BANK · EIN 13-6038769 / PN 001 | Common Collective Trust | — | $958K | $1.4M | 1.9% | |
| JPMCB HIGH YIELD BOND FUND JPMORGAN CHASE BANK · EIN 20-4786224 / PN 001 | Common Collective Trust | — | $1.1M | $1.2M | 1.7% | |
| JPMCB INTL RESEARCH ENHANCED EQ II JPMORGAN CHASE BANK · EIN 13-4043930 / PN 001 | Common Collective Trust | — | $1.1M | $1.1M | 1.6% | |
| JPMCB EMERGING PENSION TRUST FUND JPMORGAN CHASE BANK · EIN 83-1362114 / PN 001 | Common Collective Trust | — | $1.1M | $1.1M | 1.6% | |
| PEG Global Private Equity XI L.P. (Fund) Limited Partnership N/A | — | — | $591K | $757K | 1.1% | |
| Commingled Funds Collective US Government STIF Commingled Funds N/A | — | — | $333K | $333K | 0.5% | |
| JPMCB US REAL ESTATE SECURITIES FUN JPMORGAN CHASE BANK · EIN 13-3966500 / PN 001 | Common Collective Trust | — | $309K | $291K | 0.4% | |
| JPMCB INTERNATIONAL ADVANTAGE FUND JPMORGAN CHASE BANK · EIN 20-8243427 / PN 001 | Common Collective Trust | — | $4K | $4K | <0.1% |