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Original filing (PDF)20251216085153NAL0003932336001
BOARD OF TRUSTEES DC 37 NYPL HEALTH & SECURITY PLAN TRUST
Form 5500
FILING_RECEIVED
DC 37 - NEW YORK PUBLIC LIBRARY HEALTH & SECURITY PLAN TRUST
Health & welfare plan
Signals · 2
~309 bps in Sched C feesNo recordkeeper disclosed
Active participants
1,493
Accounts w/ balance
—
Plan assets (EOY)
$16.3M
Net assets (EOY)
$15.5M
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
- 309 bps in Schedule C fees — 966% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES DC 37 NYPL HEALTH & SECURITY PLAN TRUST.
Plan sponsor
Name
BOARD OF TRUSTEES DC 37 NYPL HEALTH & SECURITY PLAN TRUST
EIN
13-3378857
Address
125 BARCLAY STREET · NEW YORK, NY · 10007
Phone
(212) 815-1294
Industry
Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2025-12-16
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4G · Prepaid Legal
4L · Death Benefits (other than life insurance)
4Q · Other
Audit & trust (Schedule H)
Auditor
SCHULTHEIS & PANETTIERI, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DC 37 HEALTH & SECURITY PLAN TRUST | 13-6209963 | — | NONE | $299K | — |
| COHEN, WEISS & SIMON, LLP | 13-1592323 | — | NONE | $91K | — |
| MILLIMAN, INC. | 91-0675641 | — | NONE | $58K | — |
| SCHULTHEIS & PANETTIERI, LLP | 13-1577780 | — | NONE | $37K | — |
| SEGAL MARCO ADVISORS | 13-2646110 | — | NONE | $21K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.