# Board Of Trustees DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-plan-001-4242

> Board Of Trustees's DB plan: 27,574 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT ADVISOR

- [MSPC CERTIFIED PUBLIC ACCOUNTANTS](https://planprovider.pro/provider/mspc-certified-public-accountants-and) — 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|

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