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| Provider | Service type | Compensation |
|---|---|---|
Filed as: J.P MORGAN INVESTMENT MGMT INC. Service code 27 · EIN 13-3200244 | Advisory (Plan) | $310,318 |
BUILDING SERVICE 32BJ HEALTH FUND11+ years Service code 10 · EIN 13-2928869 | Accounting | $214,408 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 26-0516431 | Advisory (Plan) | $83,925 |
THE SEGAL COMPANY2 years Filed as: THE SEGAL COMPANY, INC. Service code 11 · EIN 13-1835864 | Actuarial | $72,355 |
THE BANK OF NEW YORK MELLON7 years Filed as: BNY MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $66,721 |
PROSKAUER ROSE LLP11+ years Service code 29 · EIN 13-1840454 | Legal | $65,860 |
WITHUMSMITH+BROWN, PC8 years Service code 10 · EIN 22-2027092 | Accounting | $42,000 |
RAAB, STURM & GANCHROW, LLP11+ years Service code 29 · EIN 13-1566077 | Legal | $40,000 |
THE SEGAL COMPANY6 years Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 22 · EIN 46-0619194 | Insurance Broker | $27,552 |
SCHULTHEIS & PANETTIERI, LLP5 years Service code 10 · EIN 13-1577780 | Accounting | $22,549 |
24 funds of $250K or more; 25 lines in all, holding $75.9M of the plan's $76.9M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan Global Select Equity Fund JPMorgan · Collective trust | $9.9M | 13.0% |
| CF Jpmcb Strategic Property Fund JPMorgan · Collective trust | $8.4M | 11.1% |
| Jpmcb Core Bond Fund JPMorgan · Collective trust | $7.1M | 9.3% |
| JP Morgan International Equity Fund JPMorgan · Collective trust | $4.3M | 5.7% |
| Jpmcb U.S. Active Core Equity Fund JPMorgan · Collective trust | $3.9M | 5.1% |
| Jpmcb Growth Advantage Fund JPMorgan · Collective trust | $3.8M | 5.0% |
| Jpmcb Core Plus Bond JPMorgan · Collective trust | $3.5M | 4.6% |
| Jpmcb Value Advantage Fund JPMorgan · Collective trust | $3.5M | 4.6% |
| Jpmcb High Yield Bond Fund JPMorgan · Collective trust | $3.1M | 4.1% |
| PEG Global Private Equity VII L.P. Manager not matched · Mutual fund Possible retail class A | $3.1M | 4.1% |
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedJpmcb US Rea; Estate Securities Fund | $291K |
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 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.