Original filing (PDF)20240415111548NAL0001055891001

HEAD START SPONSORING BOARD COUNCIL OF THE CITY OF NEW YORK, INC.

Name: HEAD START SPONSORING BOARD COUNCIL OF THE CITY OF NEW YORK, INC. — THE DEFINED BENEFIT PENSION PLAN OF THE HEAD START SPONSORING BOARD, Form 5500 (2022)
Creator: HEAD START SPONSORING BOARD COUNCIL OF THE CITY OF NEW YORK, INC.

Form 5500

FILING_RECEIVED

THE DEFINED BENEFIT PENSION PLAN OF THE HEAD START SPONSORING BOARD

Defined-benefit pension plan

Signals · 3

Non-clean audit opinionNo recordkeeper disclosed8 service providers

Active participants

1,454

Accounts w/ balance

Plan assets (EOY)

$204.2M

Net assets (EOY)

$204.2M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

/ 100

Grade D

Below-average — multiple flags

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HEAD START SPONSORING BOARD COUNCIL OF THE CITY OF NEW YORK, INC..

Plan sponsor

Name

HEAD START SPONSORING BOARD COUNCIL OF THE CITY OF NEW YORK, INC.

EIN

13-3152121

Address

1120 AVENUE OF THE AMERICAS · 4TH FLOOR · NEW YORK, NY · 100366700

Phone

(212) 866-9342

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-07-01

Tax period

2023-06-30

Filed

2024-04-15

Pension benefit codes

1A · Pay-related DB formula

Audit & trust (Schedule H)

Auditor

WATSON & RICE LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

8 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
USI ADVISORS, INC	06-1397347	—	INVESTMENT ADVISORY	$62K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290

Investments

1 pooled fund· $4.1M(2% 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.