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Original filing (PDF)20260226130451NAL0004304784001
NEW YORK HOTEL TRADES COUNCIL & AFFILIAT STAFF INSURANCE FUND
Form 5500
FILING_RECEIVED
NEW YORK HOTEL TRADES COUNCIL & AFFILIATED LOCALS, STAFF INSURANCE FUND
Health & welfare plan
Signals · 4
49% in single holding~2014 bps in Sched C feesNo recordkeeper disclosed7 service providers
Active participants
1,064
Accounts w/ balance
—
Plan assets (EOY)
$10.4M
Net assets (EOY)
$9.9M
How this plan invests
This plan
4 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Total Bond Mkt Index Inst" is 49% of plan.
- 2014 bps in Schedule C fees — 6845% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEW YORK HOTEL TRADES COUNCIL & AFFILIAT STAFF INSURANCE FUND.
Plan sponsor
Name
NEW YORK HOTEL TRADES COUNCIL & AFFILIAT STAFF INSURANCE FUND
EIN
13-1531223
Address
305 WEST 44TH STREET · NEW YORK, NY · 10036
Phone
(212) 586-6400
Industry
Accommodation & Food Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-08-01
Tax period
2025-07-31
Filed
2026-02-26
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
4L · Death Benefits (other than life insurance)
Audit & trust (Schedule H)
Auditor
MSPC CERTIFIED PUBLIC ACCOUNTANTS &
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsAccountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MSPC | 22-2951202 | — | AUDITOR | $9K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PITTA LLP | 26-3852082 | NEW YORK, NY | ATTORNEY | $7K | — |
Insurance
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HARTFORD LIFE AND ACCIDENT | 06-0838648 | — | INSURANCE | $568K | — |
| THE STANDARD LIFE INSURANCE COMPANY | 13-4119477 | — | INSURANCE | $494K | — |
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | — | INSURANCE | $43K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANTHEM BLUE CROSS & BLUE SHIELD | 23-7391136 | — | NONE | $507K | — |
| NY HTC&HA OF NYC HEALTH CENTER INC. | 13-1595091 | — | AFFILIATE | $464K | — |
Investments
4 direct securities· $9.9M(95% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Bond Mkt Index Inst | — | — | $5.2M | $4.9M | 46.8% | |
| Vanguard Total Stock Mkt Index Inst | — | — | $1.1M | $3.0M | 29.1% | |
| Vanguard Tot Intl Stock Lx Admiral | — | — | $1.2M | $1.4M | 13.4% | |
| JPMorgan US Gov Mmkt Capital | — | — | $631K | $631K | 6.1% |