# District Council 37 Cultural Institutions Health & Security Plan Trust 401(k) Plan
Source: https://planprovider.pro/companies/district-council-37-cultural-institutions-health-security-plan-trust-133075750-501

> District Council 37 Cultural Institutions Health & Security Plan Trust's 401(k) plan: 2,066 participants, plan year 2024 financials, providers, and benchmark…

Form 5500 filing data for plan year 2024.

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

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/district-council-37-cultural-institutions-health-security-plan-trust-133075750-501)

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