Plan Snapshot
- Plan Sponsor: Board Of Trustees Dc 37 Nypl Health & Security Plan Trust
- Sponsor EIN: 133378857
- Sponsor Address: 125 BARCLAY STREET, NEW YORK, NY, 10007
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 1,493
- Total Assets: $16.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,493 | $16.3M | $4.0M | $2,549 |
| 2023 | 1,401 | $15.0M | $4.0M | $0 |
| 2022 | 1,479 | $13.7M | $4.0M | $126 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| DC 37 HEALTH & SECURITY PLAN TRUST | Other Service Provider | $298,806 | — | $298,806 |
| COHEN, WEISS & SIMON, LLP | Other Service Provider | $91,042 | — | $91,042 |
| MILLIMAN, INC. | Recordkeeper | $58,080 | — | $58,080 |
| SCHULTHEIS & PANETTIERI, LLP | Auditor | $37,000 | — | $37,000 |
| SEGAL MARCO ADVISORS | Other Service Provider | $20,600 | — | $20,600 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN, INC. — Recordkeeper
- SCHULTHEIS & PANETTIERI, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $505,528
- Estimated Expense Ratio: 3.093% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $243,347 | $22,975 | — | $37,000 | — |
| 2023 | $253,660 | $32,000 | — | $38,500 | — |
| 2022 | $253,879 | $19,875 | — | — | $178,113 |