Original filing (PDF)20250929071436NAL0010591377001

TRUSTEE NY PRES HOSP COLUM UNIV MED CTR NY ST NURSES ASSO RET MED PLAN

Name: TRUSTEE NY PRES HOSP COLUM UNIV MED CTR NY ST NURSES ASSO RET MED PLAN — NEW YORK PRESBYTERIAN HOSPITAL COLUMBIA UNIVERSITY MEDICAL CENTER NEW YORK STATE NURSES ASSOCIATION RETIREE MEDICAL PLAN AND TRUST, Form 5500 (2024)
Creator: TRUSTEE NY PRES HOSP COLUM UNIV MED CTR NY ST NURSES ASSO RET MED PLAN

Form 5500

FILING_RECEIVED

NEW YORK PRESBYTERIAN HOSPITAL COLUMBIA UNIVERSITY MEDICAL CENTER NEW YORK STATE NURSES ASSOCIATION RETIREE MEDICAL PLAN AND TRUST

Health & welfare plan

Signals · 2

41% in single holdingNo recordkeeper disclosed

Active participants

3,909

Accounts w/ balance

—

Plan assets (EOY)

$20.1M

Net assets (EOY)

$19.0M

How this plan invests

This plan

4 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRUSTEE NY PRES HOSP COLUM UNIV MED CTR NY ST NURSES ASSO RET MED PLAN.

Plan sponsor

Name

TRUSTEE NY PRES HOSP COLUM UNIV MED CTR NY ST NURSES ASSO RET MED PLAN

EIN

80-0496512

Address

466 LEXINGTON AVE · NEW YORK, NY · 10022

Phone

(212) 585-6557

Industry

Health Care & Social Assistancesee 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

2025-09-29

Welfare benefit codes

4A · Health (other than dental or vision)

4Q · Other

Audit & trust (Schedule H)

Auditor

BDO USA, P.C.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

4 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
BASC	—	RICHMOND HEIGHTS, OH	NONE	$47K	—
BDO USA, P.C.	13-5381590	—	NONE	$40K	—
PRINCIPAL	—	WACO, TX	NONE	$18K	—
SEGAL SELECT INSURANCE SERVICES INC	—	NEW YORK, NY	NONE	$13K	—

Investments

4 direct securities· $20.0M(99% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Pimco Low Duration Fund Class I	—	886,113	$8.8M	$8.2M	40.8%
Vanguard Total Stock Market Index Fund	—	50,000	$2.3M	$7.1M	35.1%
Vanguard Total International Stock Index Fund	—	149,000	$4.0M	$4.7M	23.5%
Principal Deposit Sweep Program	—	—	$0	$6K	<0.1%

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