Back to filter
Original filing (PDF)20241017120202NAL0033003233002
THE HEAD START SPONSORING BOARD
Form 5500
FILING_RECEIVED
NYC HEAD START MANAGEMENT WELFARE FUND
Health & welfare plan
Signals · 2
~1261 bps in Sched C feesNo recordkeeper disclosed
Active participants
113
Accounts w/ balance
—
Plan assets (EOY)
$477K
Net assets (EOY)
$436K
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
- 1261 bps in Schedule C fees — 698% above peer band of 158 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 THE HEAD START SPONSORING BOARD.
Plan sponsor
Name
THE HEAD START SPONSORING BOARD
EIN
13-3794644
Address
1120 AVENUE OF THE AMERICAS 4TH FL · NEW YORK, NY · 10036
Phone
(212) 626-2644
Industry
Health Care & Social Assistancesee all
Plan administrator
Name
THE HEAD START SPONSORING BOARD
EIN
13-3794644
City
NEW YORK, NY
Phone
(212) 626-2644
Plan characteristics
Plan number
503
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-17
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
4E · Vision
Audit & trust (Schedule H)
Auditor
WATSONRICE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WATSONRICE LLP | 26-1726741 | NEW YORK, NY | NONE | $24K | — |
| RANDY S PAUL | — | BRANDENTON, FL | NONE | $18K | — |
| J. PEAT & ASSOCIATES, INC. | 11-3517256 | LYNBROOK, NY | NONE | $11K | — |
| CASHBOOKS, LLC | 83-1361126 | NEW YORK, NY | NONE | $8K | — |
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.
Related plans
Similar-size Health Care & Social Assistance plans
FOUR SEASONS DAYCARE, INC.
FOUR SEASONS DAYCARE 401K RETIREMENT PLAN
$477K · 5 participants
MILESTONES CHILD DEVELOPMENT CENTER, LLC
MILESTONES CHILD DEVELOPMENT CENTER 401(K) PLAN
$477K · 141 participants
BROADCASTERS' CHILD DEVELOPMENT CENTER, INC
BROADCASTERS' CHILD DEVELOPMENT CENTER 403(B) RETIREMENT PLAN
$477K · 31 participants
HOPE HOUSE DAY CARE CENTER, INC.
HOPE HOUSE 401(K) PLAN
$475K · 31 participants
EFGB
EFGB 401(K) PLAN
$480K · 67 participants
SERIOUS FUN AFTER SCHOOL INC
SERIOUS FUN AFTER SCHOOL INC 401(K) PROFIT SHARING PLAN & TRUST
$474K · 43 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B