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| Provider | Service type | Compensation |
|---|---|---|
BUILDING SERVICE 32BJ HEALTH FUND11+ years Service code 10 · EIN 13-2928869 | Accounting | $338,846 |
THE SEGAL COMPANY11+ years Service code 11 · EIN 13-1835864 | Actuarial | $93,287 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $65,875 |
WITHUMSMITH+BROWN, PC2 years Filed as: WITHUMSMITH+BROWN, P.C. Service code 10 · EIN 22-2027092 | Accounting | $53,000 |
LOOMIS SAYLES3 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $44,650 |
THE SEGAL COMPANY2 years Filed as: SEGAL SELECT INS SERVICES, INC. Service code 22 · EIN 46-0619194 | Insurance Broker | $41,429 |
SLEVIN & HART, P.C.9 years Filed as: SLEVIN & HART, PC Service code 29 · EIN 52-1708613 | Legal | $38,998 |
JPMORGAN INVEST HOLDINGS LLC9 years Filed as: JPM CHASE BANK Service code 49 · EIN 13-4994650 | Other Services | $18,857 |
Filed as: SYSTEMATIC FINANCIAL MANAGEMENT L.P Service code 28 · EIN 22-3367558 | Investment Management | $18,289 |
Service code 36 · EIN 27-0771521 | Copying and duplicating; Direct payme... | $17,022 |
12 funds of $250K or more; 14 lines in all, holding $90.5M of the plan's $93.8M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Baird Core Plus Bond Fund Institutional Baird · Mutual fund | $19.8M | 21.9% |
| trust funds Longview Broad Market Manager not matched · Collective trust | $17.5M | 19.3% |
| Loomis Sayles & Company L.P Natixis IM · Other | $8.6M | 9.5% |
| Causeway International Value Fund - Institutional Class Causeway Capital · Mutual fund Possible retail class A | $8.0M | 8.8% |
| Boston Part All Cap Val-Inst Manager not matched · Mutual fund Possible retail class A | $7.5M | 8.3% |
| WCM Focused International Growth Fund Institutional Class WCM Investment Management · Mutual fund Possible retail class A | $6.9M | 7.6% |
| TCW Metwest Unconstr Bnd-I TCW · Mutual fund Possible retail class A | $6.4M | 7.1% |
| Principal Life Insurance Company Principal · Insurance contract | $6.3M | 6.9% |
| PIMCO All Asset Fund Institutional PIMCO (Allianz) · Mutual fund Possible retail class A | $4.4M | 4.9% |
| Pennant Park SR CR II Leveered Manager not matched · Other | $2.2M | 2.5% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
| Actuary | Schedule | Address, phone |
|---|---|---|
Brian Lehman, Asa, Maaa Segal Schedule MB | Schedule MB | Pro |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.