Plan Snapshot
- Plan Sponsor: Board Of Trustees
- Sponsor EIN: 131764242
- Sponsor Address: 305 WEST 44TH STREET, NEW YORK, NY, 100365498
- Plan Type: DB
- Total Participants: 27,574
- Total Assets: $2.6B
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 | 27,574 | $2.6B | $195.4M | $0 |
| 2023 | 25,208 | $2.3B | $214.8M | $0 |
| 2022 | 24,024 | $2.1B | $158.6M | $0 |
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 |
|---|---|---|---|---|
| NYHTC HEALTH CENTER INC. | RELATED ENTITY | $2,914,714 | — | $2,914,714 |
| MORGAN STANLEY | INVESTMENT ADVISOR | $1,196,004 | — | $1,196,004 |
| NYHTC HEALTH BENEFITS FUND | RELATED ENTITY | $959,714 | — | $959,714 |
| PITTA LLP | ATTORNEY | $781,599 | — | $781,599 |
| PRIVATE WEALTH SOLUTIONS BLACKSTONE | INVESTMENT ADVISOR | — | $699,581 | $699,581 |
| BROOKFIELD PUBLIC SECURITIES GROUP | INVESTMENT MANAGER | — | $598,438 | $598,438 |
| INTERCONTINENTAL REAL ESTATE CORP. | INVESTMENT MANAGER | $528,828 | — | $528,828 |
| POINT72 ASSET MANAGEMENT | INVESTMENT MANAGER | — | $506,101 | $506,101 |
| VALOR MANAGEMENT LLC | INVESTMENT MANAGER | — | $464,717 | $464,717 |
| BLACKROCK ADVISOR | INVESTMENT MANAGER | $444,732 | — | $444,732 |
| SCHRODERS INVESTMENT MANAGEMENT | INVESTMENT ADVISOR | $311,202 | — | $311,202 |
| NORTHERN TRUST | CUSTODIAN | $309,743 | — | $309,743 |
| UBS REALTY INVESTORS LLC | INVESTMENT MANAGER | $296,063 | — | $296,063 |
| ELLIOTT CAPITAL ADVISORS LP | INVESTMENT ADVISOR | $279,611 | — | $279,611 |
| LEXINGTON PARTNERS | INVESTMENT MANAGER | $250,000 | — | $250,000 |
| ELLENOFF GROSSMAN & SCHOLE LLP | ATTORNEY | $249,508 | — | $249,508 |
| THE SEGAL COMPANY | ACTUARY | $238,386 | — | $238,386 |
| DELAWARE INVESTMENTS | INVESTMENT ADVISOR | $200,128 | — | $200,128 |
| ARES MANAGEMENT LLC | INVESTMENT MANAGER | — | $198,741 | $198,741 |
| JANUS HENDERSON INVESTORS | INVESTMENT ADVISOR | $181,242 | — | $181,242 |
| CLAYTON, DUBILIER & RICE | INVESTMENT ADVISOR | — | $175,656 | $175,656 |
| GLOBAL TRUST COMPANY (CRESCENT) | INVESTMENT MANAGER | — | $170,213 | $170,213 |
| APOLLO GLOBAL MANAGEMENT, INC | INVESTMENT MANAGER | — | $127,454 | $127,454 |
| MSPC CERTIFIED PUBLIC ACCOUNTANTS | AUDITOR | $88,436 | — | $88,436 |
| RNK & ASSOCIATES LLC | AUDITOR | $73,321 | — | $73,321 |
| HOTEL & GAMING TRADES COUNCIL, AFL- | RELATED ENTITY | $21,703 | — | $21,703 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY — INVESTMENT ADVISOR
- MSPC CERTIFIED PUBLIC ACCOUNTANTS — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,265,835
- Estimated Expense Ratio: 0.471% 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 | $11,284,015 | $3,437,936 | — | $163,998 | — |
| 2023 | $14,589,909 | $7,393,792 | — | $132,537 | — |
| 2022 | $13,007,145 | $6,870,342 | — | — | $1,343,673 |