Plan Snapshot
- Plan Sponsor: District Council 37 Cultural Institutions Health & Security Plan Trust
- Sponsor EIN: 133075750
- Sponsor Address: 125 BARCLAY STREET, NEW YORK, NY, 100072233
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 2,066
- Total Assets: $22.1M
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 | 2,066 | $22.1M | $6.1M | $2,837 |
| 2023 | 2,072 | $19.7M | $6.0M | $2,292 |
| 2022 | 1,889 | $17.7M | $5.5M | $1,823 |
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 |
|---|---|---|---|---|
| DISTRICT COUNCIL BENEFIT FUND TRUST | Other Service Provider | $406,002 | — | $406,002 |
| MILLIMAN, INC. | Recordkeeper | $57,240 | — | $57,240 |
| PKF O'CONNOR DAVIES, LLP | Other Service Provider | $35,425 | — | $35,425 |
| MICHAEL GOLDEN | Other Service Provider | $35,000 | — | $35,000 |
| INVESCO | Other Service Provider | $28,801 | — | $28,801 |
| SEGAL MARCO ADVISORS | Other Service Provider | $25,575 | — | $25,575 |
| AMALGAMATED BANK | Other Service Provider | $17,986 | — | $17,986 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $606,029
- Estimated Expense Ratio: 2.742% 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 | $240,632 | $73,887 | — | $35,425 | — |
| 2023 | $243,656 | $68,206 | — | $37,125 | — |
| 2022 | $225,938 | $37,427 | — | — | $122,975 |