AUMdb

32 Bj School Workers Pension Fund

Sponsored by Board Of Trustees Of The 32 Bj School Workers Pension Fund · EIN 131957585 · Plan #001

Total assets
$625M
Net assets
$598M
Active participants
5,309
With balances
0

Plan year beginning 07/01/2024

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Rbc Global Asset Management (U.S.) Inc. CRD 107173 fuzzy_auto · 98% 2024
Boston Partners Global Investors, Inc. CRD 124982 fuzzy_auto · 95% 2024
Metlife Investment Management, Llc CRD 142463 deterministic · 100% 2024
Lord, Abbett & Co. Llc CRD 110391 fuzzy_auto · 95% 2024
Gallagher Fiduciary Advisors, Llc CRD 146509 deterministic · 100% 2024
Ullico Investment Advisors, Inc. CRD 106628 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Building Service 32 Bj Health Fund Plan administrator, Direct payment from the plan $1,086,305
Rbc Global Asset Management(us) Inc Investment management, Investment management fees (direct) $357,153
Loomis, Sayles Trust Company Investment management, Investment management fees (direct) $298,872
Boston Partners Glbl Investors Inc Investment management, Investment management fees (direct) $282,401
Metlife Investment Management Investment advisory (plan), Investment management, Investment management fees (direct) $225,113
Proskauer Rose Llp Legal, Direct payment from the plan $209,786
Lord, Abbett & Co. Llc Investment management, Investment management fees (direct) $182,232
The Segal Company Actuarial, Direct payment from the plan $168,079
Segal Select Ins Services, Inc. Insurance agents and brokers, Insurance brokerage commissions $122,977
Gallagher Fiduciary Advisors Llc Investment advisory (plan), Investment management fees (direct) $118,318
Bredhoff & Kaiser, P.L.L.C. Legal, Direct payment from the plan $106,866
Ullico Investment Advisors Inc. Investment management, Investment management fees (direct) $103,758
The Bank Of New York Mellon Custodial (securities), Investment management fees (direct) $64,772
Withumsmith+Brown, Pc Accounting, Direct payment from the plan $63,250
H&H Graphic Printing Communications Copying and duplicating, Direct payment from the plan $47,416
Health Management Systems, Inc. Consulting (pension), Direct payment from the plan $30,019
Jpmorgan Chase Investment management, Direct payment from the plan $28,261
Postmaster Other services, Direct payment from the plan $23,636
Amalgamated Bank Investment management, Investment management fees (direct) $16,897
The Burgiss Group Llc Other services, Direct payment from the plan $13,814
Schultheis & Panettieri Llp Accounting, Direct payment from the plan $10,821
Cordatius Llc Other services, Direct payment from the plan $6,300