Original filing (PDF)20251015144458NAL0005172465001

THE BOARD OF TRUSTEES

Name: THE BOARD OF TRUSTEES — INDUSTRY TRAINING PROGRAM AND SCHOLARSHIP FUND, Form 5500 (2024)
Creator: THE BOARD OF TRUSTEES

Form 5500

FILING_RECEIVED

INDUSTRY TRAINING PROGRAM AND SCHOLARSHIP FUND

Health & welfare plan

Signals · 4

91% in single holding~1631 bps in Sched C feesNo recordkeeper disclosed7 service providers

Active participants

31,208

Accounts w/ balance

—

Plan assets (EOY)

$4.3M

Net assets (EOY)

$3.6M

How this plan invests

This plan

2 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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

100

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE BOARD OF TRUSTEES.

Plan sponsor

Name

THE BOARD OF TRUSTEES

DBA

NYHTC & HOTEL ASSOC. OF NYC, INC.

EIN

13-6300270

Address

305 WEST 44TH STREET · NEW YORK, NY · 10036

Phone

(212) 586-6400

Industry

Accommodation & Food Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Welfare benefit codes

4J · Apprenticeship and Training

4K · Scholarship (Funded)

Audit & trust (Schedule H)

Auditor

MSPC CERTIFIED PUBLIC ACCOUNTANTS &

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

7 rows

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
MSPC	22-2951202	—	AUDITOR	$16K	—

Actuary

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE SEGAL COMPANY	13-1835864	—	ACTUARY	$7K	—

Investments

2 direct securities· $3.7M(87% of reported assets)

PI						% of plan
	Vanguard Total Bond Market Index	Other securities	—	$3.4M	$3.4M	79.7%
	Morgan Stanley Inst Liq Gov't Ptf	Other securities	—	$327K	$327K	7.6%

1–2 of 2

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Vanguard$3.4M Morgan Stanley$327K

Related plans

Other plans using NYHTC HEALTH CENTER INC.

BOARD OF TRUSTEES

NEW YORK HOTEL TRADES COUNCIL AND HOTEL ASSOCIATION OF NEW YORK CITY, INC. PENSION FUND

$2.6B · 27,574 participants

BOARD OF TRUSTEES NEW YORK HOTEL TRADES COUNCIL &

NEW YORK HOTEL TRADES COUNCIL AND HOTEL ASSOCIATION OF NYC INC HEALTH BENEFITS FUND

$324.4M · 23,536 participants

Similar-size Accommodation & Food Services plans

OSTHOFF MANAGEMENT COMPANY

THE OSTHOFF RESORT SAVINGS PLAN

$4.3M · 269 participants

GUAM & GUAM INCORPORATED DBA PACIFIC ISLANDS CLUB - GUAM

GUAM & GUAM INCORPORATED DBA PACIFIC ISLANDS CLUB - GUAM 401(K) PROFIT SHARING PLAN

Name	EIN	Location	Relation	Direct comp	Indirect comp
ELLENOFF GROSSMAN & SCHOLE LLP	—	NEW YORK, NY	ATTORNEYS	$37K	—
PITTA LLP	20-4007475	—	ATTORNEYS	$32K	—
THE WAGNER LAW GROUP	—	NEW YORK, NY	ATTORNEYS	$17K	—

Name	EIN	Location	Relation	Direct comp	Indirect comp
NYHTC HEALTH CENTER INC.	13-1595091	NEW YORK, NY	RELATED ENTITY	$457K	—
NYHTC HEALTH BENEFITS FUND	13-6126923	—	RELATED ENTITY	$133K	—