Dc 37 - New York Public Library Health & Security Plan Trust — Form 5500 plan (Board Of Trustees Dc 37 Nypl Health & Security Plan Trust)
Plain-English plan 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, Dc 37 - New York Public Library Health & Security Plan Trust is a benefit plan reported by Board Of Trustees Dc 37 Nypl Health & Security Plan Trust under EIN 13-3378857 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,160 participants and $14,996,189 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Dc 37 Nypl Health & Security Plan Trust
- EIN
- 13-3378857
- Plan number
- 501
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 2,160
- End-of-year plan assets
- $14,996,189
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,160 | H, C | 20250327082656NAL0012258851001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,996,189
- Total liabilities (EOY)
- $708,988
- Net assets (EOY)
- $14,287,201
- Net assets (BOY)
- $12,908,523
Income & contributions
- Employer contributions
- $3,955,246
- Total contributions
- $3,955,246
- Total income / additions
- $4,777,196
Expenses & distributions
- Benefits paid
- $3,144,858
- Administrative expenses
- $253,660
- Total expenses
- $3,398,518
- Net increase / (decrease)
- $1,378,678
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Dc 37 Health & Security Plan Trust | NONE | $299,860 | not reported in the loaded dataset | 2023 |
| Cohen, Weiss & Simon, Llp | NONE | $89,048 | not reported in the loaded dataset | 2023 |
| Milliman, Inc. | NONE | $58,080 | not reported in the loaded dataset | 2023 |
| Schultheis & Panettieri, Llp | NONE | $38,500 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $30,000 | not reported in the loaded dataset | 2023 |
| Deborah Allman | TRUSTEE | $6,907 | not reported in the loaded dataset | 2023 |
| Dg3 North America Inc. | NONE | $6,715 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Dc 37 Nypl Health & Security Plan Trust
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Dc 37 Health & Security Plan Trust — Schedule C compensation
- Cohen, Weiss & Simon, Llp — Schedule C compensation
- Milliman, Inc. — Schedule C compensation
- Schultheis & Panettieri, Llp — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Deborah Allman — Schedule C compensation
- Dg3 North America Inc. — Schedule C compensation