2023 Form 5500 filing — District Council 37 Cultural Institutions Health & Security Plan Trust
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250317144423NAL0001469379001) for District Council 37 Cultural Institutions Health & Security Plan Trust, reported by District Council 37 Cultural Institutions Health & Security Plan Trust under EIN 13-3075750 and plan number 501. It reports 3,029 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250317144423NAL0001469379001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- District Council 37 Cultural Institutions Health & Security Plan Trust
- EIN
- 13-3075750
- Plan number
- 501
- Location
- New York, NY
- Participants
- 3,029
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,689,063
- Total liabilities (EOY)
- $491,632
- Net assets (EOY)
- $19,197,431
- Employer contributions
- $5,958,956
- Participant contributions
- $2,292
- Total income / additions
- $7,694,720
- Benefits paid
- $5,272,257
- Administrative expenses
- $243,656
- Total expenses
- $5,515,913
- Net increase / (decrease)
- $2,178,807
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| District Council Benefit Fund Trust | NONE | $406,953 | not reported in the loaded dataset |
| Milliman, Inc. | NONE | $57,240 | not reported in the loaded dataset |
| Pkf O'Connor Davies, Llp | NONE | $37,125 | not reported in the loaded dataset |
| Michael Golden | NONE | $32,000 | not reported in the loaded dataset |
| Invesco | NONE | $25,754 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $15,877 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $0 | not reported in the loaded dataset |