# Board Of Trustees Dc 37 Nypl Health & Security Plan Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-dc-37-nypl-health-security-plan-trust-133378857-501

> Board Of Trustees Dc 37 Nypl Health & Security Plan Trust's Health & Welfare plan: 1,493 participants, plan year 2024 financials, providers, and benchmarks f…

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/milliman) — Recordkeeper

- [SCHULTHEIS & PANETTIERI, LLP](https://planprovider.pro/provider/schultheis-and-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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-dc-37-nypl-health-security-plan-trust-133378857-501)

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