District Council 37 Cultural Institutions Health & Security Plan Trust — Form 5500 plan (District Council 37 Cultural Institutions 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, District Council 37 Cultural Institutions Health & Security Plan Trust is a benefit plan reported by District Council 37 Cultural Institutions Health & Security Plan Trust under EIN 13-3075750 and plan number 501. The latest loaded filing year is 2023. The filing reports 3,029 participants and $19,689,063 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- District Council 37 Cultural Institutions Health & Security Plan Trust
- EIN
- 13-3075750
- Plan number
- 501
- Plan type
- 1
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 3,029
- End-of-year plan assets
- $19,689,063
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,029 | H, C | 20250317144423NAL0001469379001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,689,063
- Total liabilities (EOY)
- $491,632
- Net assets (EOY)
- $19,197,431
- Net assets (BOY)
- $17,018,624
Income & contributions
- Employer contributions
- $5,958,956
- Participant contributions
- $2,292
- Total contributions
- $5,961,248
- Total income / additions
- $7,694,720
Expenses & distributions
- Benefits paid
- $5,272,257
- Administrative expenses
- $243,656
- Total expenses
- $5,515,913
- Net increase / (decrease)
- $2,178,807
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| District Council Benefit Fund Trust | NONE | $406,953 | not reported in the loaded dataset | 2023 |
| Milliman, Inc. | NONE | $57,240 | not reported in the loaded dataset | 2023 |
| Pkf O'Connor Davies, Llp | NONE | $37,125 | not reported in the loaded dataset | 2023 |
| Michael Golden | NONE | $32,000 | not reported in the loaded dataset | 2023 |
| Invesco | NONE | $25,754 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $15,877 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for District Council 37 Cultural Institutions Health & Security Plan Trust
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- District Council Benefit Fund Trust — Schedule C compensation
- Milliman, Inc. — Schedule C compensation
- Pkf O'Connor Davies, Llp — Schedule C compensation
- Michael Golden — Schedule C compensation
- Invesco — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation