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Original filing (PDF)20250910140029NAL0035633840001
BOARD OF TRUSTEES, 32BJ NORTH LEGAL SERVICES FUND
Form 5500
FILING_RECEIVED
32BJ NORTH LEGAL SERVICES FUND
Health & welfare plan
Signals · 3
80% in single holding~892 bps in Sched C feesNo recordkeeper disclosed
Active participants
2,636
Accounts w/ balance
—
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.0M
How this plan invests
This plan
2 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 "Vanguard Short-Term Treasury Fund Admiral Registered Investment Company N/A N/A N/A" is 80% of plan.
- 892 bps in Schedule C fees — 1615% above peer band of 52 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 LEGAL SERVICES FUND.
Plan sponsor
Name
BOARD OF TRUSTEES, 32BJ NORTH LEGAL SERVICES FUND
EIN
13-3122838
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
2025-09-10
Welfare benefit codes
4G · Prepaid Legal
Audit & trust (Schedule H)
Auditor
WITHUMSMITH+BROWN, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BUILDING SERVICE 32BJ HEALTH FUND | 13-2928869 | — | AFFILIATE | $71K | — |
| WITHUMSMITH+BROWN, PC | 22-2027092 | — | NONE | $13K | — |
| H&H GRAPHIC PRINTING COMMUNICATIONS | 27-0771521 | — | NONE | $11K | — |
| SEGAL SELECT INS SERVICES, INC. | 46-0619194 | — | NONE | $0 | — |
Investments
2 direct securities· $976K(92% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Short-Term Treasury Fund Admiral Registered Investment Company N/A | — | — | $815K | $776K | 73.4% | |
| Involved maturity in case of a loan) Price Rental Transaction Asset Date or (Loss) Single reportable security transactions exceeding 5% of Plan assets Vanguard Short-Term Treasury Adm N/A | — | — | $200K | $200K | 18.9% |