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Berks County Employees' Pension Plan (BCEPP)
The Berks County Employees' Pension Plan operates as a public defined-benefit fund serving county employees in Pennsylvania. Christian Y. Leinbach has chaired...
Berks County Employees' Pension Plan (BCEPP)
The Berks County Employees' Pension Plan operates as a public defined-benefit fund serving county employees in Pennsylvania. Christian Y. Leinbach has chaired its retirement board while holding the position of county commissioner. The plan reports no founding date in available records and maintains no public website. Assets total $530 million, with $368.6 million in equity mutual funds, $128.8 million in fixed income mutual funds, and $73.7 million in the SEI Core Property Fund LP. All mutual fund holdings sit with SEI Investments in Oaks, Pennsylvania. The real estate allocation provides exposure to commercial properties across the United States through a master-feeder structure. The plan also participates in the Pennsylvania Municipal Retirement System network. Board meetings occurred in January 2025 and February 2025 in Reading, Pennsylvania, covering quarterly reports, actuarial services, and mortality table updates. Korn Ferry and Gallagher provide actuarial support. The plan lists seven board members and officers drawn from county government roles. Governance ties directly to elected county officials, with the board composed of the county commissioner, treasurer, controller, and designated staff. This structure embeds investment oversight within county administration rather than an independent investment office.
General information
Firm type
Pension Fund
Location
Region
North America
Country
United States
City
Reading
Principals
Christian Y. Leinbach
Chairman of the Retirement Fund Board
Michael S. Rivera
Vice Chairman of the Retirement Fund Board
Dante Santoni Jr.
Vice Chairman of the Retirement Fund Board
Mitchell Darcourt
Member of the Retirement Fund Board
Joseph Rudderow III
Secretary of the Retirement Fund Board
Robert Patrizio
Chief Financial Officer
Jonnelle Keller
Benefits/Pension Coordinator
Sector focus
Frequently asked questions
Who runs investment decisions at Berks County Employees' Pension Plan?
The retirement board chaired by Christian Y. Leinbach sets policy. Day-to-day management sits with SEI Investments under a mandate that began in 2020.
Does Berks County Employees' Pension Plan participate in fund commitments or only direct deals?
The plan holds positions in SEI-managed mutual funds and the SEI Core Property Fund LP. No direct private equity or venture commitments appear in disclosed holdings.
What asset classes does Berks County Employees' Pension Plan hold?
Holdings include equity mutual funds valued at $368.6 million, fixed income mutual funds at $128.8 million, and $73.7 million in commercial real estate via SEI Core Property Fund LP.
Where does Berks County Employees' Pension Plan custody its assets?
SEI Investments acts as custodian and manager for the equity and fixed income portfolios. The real estate allocation routes through the SEI Core Property Fund LP.
How is Berks County Employees' Pension Plan affiliated with state systems?
The plan maintains membership in the Pennsylvania Municipal Retirement System for regulatory and reporting purposes.
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