2023 Form 5500 filing — Dc 37 - New York Public Library 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 20250327082656NAL0012258851001) for Dc 37 - New York Public Library Health & Security Plan Trust, reported by Board Of Trustees Dc 37 Nypl Health & Security Plan Trust under EIN 13-3378857 and plan number 501. It reports 2,160 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250327082656NAL0012258851001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Board Of Trustees Dc 37 Nypl Health & Security Plan Trust
- EIN
- 13-3378857
- Plan number
- 501
- Location
- New York, NY
- Participants
- 2,160
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,996,189
- Total liabilities (EOY)
- $708,988
- Net assets (EOY)
- $14,287,201
- Employer contributions
- $3,955,246
- Total income / additions
- $4,777,196
- Benefits paid
- $3,144,858
- Administrative expenses
- $253,660
- Total expenses
- $3,398,518
- Net increase / (decrease)
- $1,378,678
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Dc 37 Health & Security Plan Trust | NONE | $299,860 | not reported in the loaded dataset |
| Cohen, Weiss & Simon, Llp | NONE | $89,048 | not reported in the loaded dataset |
| Milliman, Inc. | NONE | $58,080 | not reported in the loaded dataset |
| Schultheis & Panettieri, Llp | NONE | $38,500 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $30,000 | not reported in the loaded dataset |
| Deborah Allman | TRUSTEE | $6,907 | not reported in the loaded dataset |
| Dg3 North America Inc. | NONE | $6,715 | not reported in the loaded dataset |