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Original filing (PDF)20251013081454NAL0000832993002
RESEARCH FOUNDATION OF CUNY CITY UNIVERSITY OF NEW YORK
Form 5500
FILING_RECEIVED
RESEARCH FOUNDATION OF CUNY GROUP HEALTH & DENTAL PLAN
Health & welfare plan
Signals · 2
71% in single holdingNo recordkeeper disclosed
Active participants
1,923
Accounts w/ balance
—
Plan assets (EOY)
$260.5M
Net assets (EOY)
$254.5M
How this plan invests
This plan
2 pooled trusts
Schedule D
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: COMERICA LARGE CAP INDEX FUND SEC. 584 (extraction pending)]" is 71% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (2 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RESEARCH FOUNDATION OF CUNY CITY UNIVERSITY OF NEW YORK.
Plan sponsor
Name
RESEARCH FOUNDATION OF CUNY CITY UNIVERSITY OF NEW YORK
DBA
OF NEW YORK
EIN
13-1988190
Address
230 W. 41ST STREET · NEW YORK, NY · 10036
Phone
(212) 417-8601
Industry
Educational Servicessee all
Plan administrator
Name
FARRAH DORSINVILLE
EIN
13-1988190
City
NEW YORK, NY
Phone
(212) 417-8600
Plan characteristics
Plan number
503
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
4E · Vision
Audit & trust (Schedule H)
Auditor
COHNREZNICK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMERICA BANK | 42-1741646 | — | CUSTODIAN | $51K | — |
Investments
2 pooled funds· $11.2M(4% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| COMERICA LARGE CAP INDEX FUND COMERICA BANK · EIN 36-7726328 / PN 001 | Common Collective Trust | — | — | $8.0M | 3.1% | |
| COMERICA AGGREGATE BOND INDEX FUND COMERICA BANK · EIN 30-6632982 / PN 001 | Common Collective Trust | — | — | $3.2M | 1.2% |