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Original filing (PDF)20250917092459NAL0000341968001
NEW YORK BLOOD CENTER
Form 5500
FILING_RECEIVED
NEW YORK BLOOD CENTER RETIREMENT PLAN
403(b) retirement plan
Signals · 2
No recordkeeper disclosed6 service providers
Active participants
2,579
Accounts w/ balance
4,846
Plan assets (EOY)
$505.2M
Net assets (EOY)
$505.2M
How this plan invests
This plan
1 pooled trust
Schedule D
87 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 11 bps in Schedule C fees — 78% above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEW YORK BLOOD CENTER.
Plan sponsor
Name
NEW YORK BLOOD CENTER
EIN
13-1949477
Address
310 EAST 67TH STREET · NEW YORK, NY · 10065
Phone
(646) 667-3393
Industry
Health Care & Social Assistancesee all
Plan administrator
Name
MONIQUE BROWN GEORGE
EIN
13-1949477
City
NEW YORK, NY
Phone
(212) 570-3200
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-17
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $300K | — |
| ONEDIGITAL INVESTMENT ADVISORS | 82-1434504 | — | NONE | $147K | — |
| JACKSON LEWIS P.C. | 46-3862389 | — | NONE | $35K | — |
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | NONE | $24K | — |
| THE VARIABLE ANNUITY LIFE INSURANCE | 74-1625348 | — | NONE | $19K | — |
| NEW YORK BLOOD CENTER | 13-1949477 | — | NONE | $15K | — |
Investments
86 direct securities · 1 pooled fund· $504.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$496.4M
86 holdings
Pooled Separate Account
$8.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA-CREF TIAA Traditional Annuity - Nonbenefit Responsive | — | — | — | $90.2M | 17.9% | |
| TIAA-CREF CREF Stock R2 | — | — | — | $69.7M | 13.8% | |
| TIAA-CREF TIAA Traditional Annuity - Fully Benefit Responsive | — | — | — | $32.3M | 6.4% | |
| Vanguard Inst Idx Inst | — | — | — | $26.3M | 5.2% | |
| TIAA-CREF Nuveen Lifecycle 2030 R6 | — | — | — | $18.3M | 3.6% | |
| MFS Intnl Diversification R4 | — | — | — | $17.7M | 3.5% | |
| TIAA-CREF Nuveen Lifecycle 2025 R6 | — | — | — | $16.4M | 3.2% | |
| TIAA-CREF Nuveen Lifecycle 2040 R6 | — | — | — | $15.5M | 3.1% | |
| TIAA-CREF Nuveen Lifecycle 2045 R6 | — | — | — | $15.3M | 3.0% | |
| JP Morgan JPMorgan Equity Income Cl R5 | — | — | — | $15.0M | 3.0% | |
| TIAA-CREF Nuveen Lifecycle 2035 R6 | — | — | — | $13.1M | 2.6% | |
| Vanguard Extended Mkt Idx Inst | — | — | — | $13.0M | 2.6% | |
| TIAA-CREF CREF Growth R2 | — | — | — | $11.9M | 2.4% | |
| TIAA-CREF CREF Social Choice R2 | — | — | — | $11.8M | 2.3% | |
| TIAA-CREF Nuveen Lifecycle 2050 R6 | — | — | — | $11.6M | 2.3% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $8.5M | 1.7% | |
| TIAA-CREF Nuveen Lifecycle 2020 R6 | — | — | — | $7.9M | 1.6% | |
| TIAA-CREF Nuveen Lifecycle 2055 R6 | — | — | — | $7.9M | 1.6% | |
| Carillon Scout Mid Cap Fund | — | — | — | $7.5M | 1.5% | |
| American Century Ultra Fund R6 | — | — | — | $7.4M | 1.5% | |
| TIAA-CREF CREF Global Equities R2 | — | — | — | $7.3M | 1.4% | |
| MetWest Metropolitan West TotRet Bnd I | — | — | — | $7.1M | 1.4% | |
| Cohen & Steers Cohen & Steers Realty Shares | — | — | — | $5.7M | 1.1% | |
| TIAA-CREF CREF Equity Index R2 | — | — | — | $5.6M | 1.1% | |
| VALIC Science & Technology Fund | — | — | — | $5.4M | 1.1% | |
| TIAA-CREF Nuveen Lifecycle 2060 R6 | — | — | — | $5.3M | 1.0% | |
| TIAA-CREF CREF Money Market R2 | — | — | — | $4.8M | 1.0% | |
| Invesco Develop Markets Y | — | — | — | $4.4M | 0.9% | |
| DFA US Targeted Val Port Inst | — | — | — | $3.8M | 0.7% | |
| TIAA-CREF CREF Inflation-Linked Bond R2 | — | — | — | $3.3M | 0.7% | |
| Participants Loans Rates from 4.25% - 9.50% | — | — | — | $3.2M | 0.6% | |
| PIMCO Income Fd Institutional | — | — | — | $3.1M | 0.6% | |
| TIAA-CREF Nuveen Lifecycle 2015 R6 | — | — | — | $3.0M | 0.6% | |
| TIAA-CREF Nuveen High-Yield R6 | — | — | — | $3.0M | 0.6% | |
| Invesco Discovery Y | — | — | — | $2.5M | 0.5% | |
| TIAA-CREF TIAA Stable Value | — | — | — | $2.1M | 0.4% | |
| VALIC Fixed Account Plus | — | — | — | $1.8M | 0.4% | |
| TIAA-CREF Nuveen Lifecycle 2065 R6 | — | — | — | $1.5M | 0.3% | |
| TIAA-CREF CREF Core Bond R2 | — | — | — | $1.4M | 0.3% | |
| Alger Cap Appreciation Instl I | — | — | — | $1.4M | 0.3% | |
| TIAA-CREF Nuveen Lifecycle 2010 R6 | — | — | — | $1.4M | 0.3% | |
| VALIC Stock Index Fund | — | — | — | $1.3M | 0.2% | |
| VALIC Systematic Core Fund | — | — | — | $989K | 0.2% | |
| TIAA-CREF Plan Loan Default Fund | — | — | — | $818K | 0.2% | |
| TIAA-CREF Nuveen Lfcyle Rtmt Inc R6 | — | — | — | $741K | 0.1% | |
| VALIC Short Term Fixed Account | — | — | — | $730K | 0.1% | |
| VALIC Internatl Equities Index Fund | — | — | — | $529K | 0.1% | |
| VALIC Vanguard Wellington Fund Inc | — | — | — | $439K | <0.1% | |
| VALIC Vanguard Windsor II | — | — | — | $406K | <0.1% | |
| VALIC Mid Cap Strategic Gwth | — | — | — | $351K | <0.1% | |
| VALIC Core Bond Fund | — | — | — | $327K | <0.1% | |
| VALIC Small Cap Growth Fund | — | — | — | $312K | <0.1% | |
| VALIC Nasdaq-100(R) Index Fund | — | — | — | $308K | <0.1% | |
| VALIC GS Vit Gov Money Market Fund Inst. | — | — | — | $305K | <0.1% | |
| VALIC Large Capital Growth | — | — | — | $301K | <0.1% | |
| VALIC Loan Collateral Fund | — | — | — | $292K | <0.1% | |
| VALIC Mid Cap Index Fund | — | — | — | $278K | <0.1% | |
| VALIC Small Cap Index Fund | — | — | — | $228K | <0.1% | |
| VALIC Government Securities Fund 63 * VALIC Growth Fund | — | — | — | $225K | <0.1% | |
| VALIC Emerging Economies | — | — | — | $215K | <0.1% | |
| VALIC US Socially Responsible Fund | — | — | — | $197K | <0.1% | |
| VALIC Systematic Growth | — | — | — | $174K | <0.1% | |
| VALIC VC I Capital Appreciation | — | — | — | $140K | <0.1% | |
| VALIC Mid Cap Value Fund | — | — | — | $118K | <0.1% | |
| VALIC Global Real Estate Fund | — | — | — | $92K | <0.1% | |
| VALIC Vanguard Lifestrategy Growth | — | — | — | $84K | <0.1% | |
| VALIC Inflation Protected Fund | — | — | — | $54K | <0.1% | |
| VALIC Moderate Growth Lifestyle | — | — | — | $52K | <0.1% | |
| VALIC International Value Fund | — | — | — | $52K | <0.1% | |
| VALIC International Growth Fund | — | — | — | $52K | <0.1% | |
| VALIC Intl Socially Responsible Fund | — | — | — | $41K | <0.1% | |
| VALIC Vanguard Lifestrategy Moderate Growth | — | — | — | $40K | <0.1% | |
| VALIC Dividend Value | — | — | — | $39K | <0.1% | |
| VALIC Ariel Appreciation Fund | — | — | — | $31K | <0.1% | |
| VALIC Vanguard Lt Inv-Grade Fund | — | — | — | $31K | <0.1% | |
| VALIC Ariel Fund | — | — | — | $29K | <0.1% | |
| VALIC Systematic Value | — | — | — | $19K | <0.1% | |
| VALIC Small Cap Special Value Fund 12 * VALIC Small Cap Value Fund | — | — | — | $18K | <0.1% | |
| VALIC High Yield Bond Fund | — | — | — | $17K | <0.1% | |
| VALIC Intl Opportunities | — | — | — | $16K | <0.1% | |
| VALIC VC I Conservative Growth Lifestyle | — | — | — | $15K | <0.1% | |
| VALIC Vanguard Long-Term Treasury | — | — | — | $13K | <0.1% | |
| VALIC Global Strategy | — | — | — | $10K | <0.1% | |
| VALIC International Government Bond | — | — | — | $10K | <0.1% | |
| VALIC Vanguard Lifestrategy Conservative | — | — | — | $7K | <0.1% | |
| VALIC Aggressive Growth Lifestyle | — | — | — | $7K | <0.1% | |
| VALIC Loan Escrow Fund | — | — | — | $5K | <0.1% |