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← DISTRICT COUNCIL 37 CULTURAL INST HEALTH & SECURITY PLAN TR

Form 990 for tax year 2022

Filed by DISTRICT COUNCIL 37 CULTURAL INST HEALTH & SECURITY PLAN TR.

Totals

Total revenue
$5,897,639
Total expenses
$5,167,292
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$5,838,990
Investment income
$58,649
Other revenue
$0
Total assets, end of year
$17,650,646
Total liabilities, end of year
$632,022
Net assets or fund balances, end of year
$17,018,624
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: EMPLOYER CONTRIBUTION

    total $5,503,404 · related or exempt $5,503,404

  • 2b · Program service revenue: DRUG REBATES

    total $278,862 · related or exempt $278,862

  • 2c · Program service revenue: MEDICARE PART D

    total $37,397 · related or exempt $37,397

  • 2d · Program service revenue: DENTAL REIMBURSEMENT

    total $17,504 · related or exempt $17,504

  • 2e · Program service revenue: PARTICIPANTS CONTRIBUT

    total $1,823 · related or exempt $1,823

  • 3 · Investment income

    total $58,649 · excluded $58,649

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $4,941,354

  • 11b · Fees: legal

    total $32,000

  • 11c · Fees: accounting

    total $35,355

  • 11f · Fees: investment management

    total $59,677

  • 11g · Fees: other

    total $55,620

  • 13 · Office expenses

    total $2,880

  • 19 · Conferences, conventions and meetings

    total $6,762

  • 23 · Insurance

    total $6,497

  • 24a · Other expenses: MISCELLANEOUS

    total $15,630

  • 24b · Other expenses: PCORI FEE

    total $11,517

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $81 · end of year $314

  • 2 · Savings and temporary cash investments

    beginning of year $2,797,304 · end of year $1,536,790

  • 4 · Accounts receivable

    beginning of year $174,622 · end of year $395,516

  • 11 · Investments: publicly traded securities

    beginning of year $13,297,089 · end of year $15,492,937

  • 15 · Other assets

    beginning of year $188,822 · end of year $225,089

  • 17 · Accounts payable and accrued expenses

    beginning of year $598,382 · end of year $469,022

  • 25 · Other liabilities

    beginning of year $90,000 · end of year $163,000

  • 29 · Capital stock, trust principal or current funds

    beginning of year $15,769,536 · end of year $17,018,624

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $0 · end of year $0

Mission and programs · 2022

Mission

THE PLAN IS A MULTI-EMPLOYER PLAN PROVIDING DENTAL, DISABILITY, DEATH, PRESCRIPTION DRUGS, OPTICAL, AND OTHER SUPPLEMENTAL MEDICAL BENEFITS TO MEMBERS & DEPENDENTS PURSUANT TO THE RELEVANT COLLECTIVE BARGAINING AGREEMENTS BETWEEN PARTICIPATING CULTURAL INSTITUTIONS IN NEW YORK CITY AND DISTRICT COUNCIL 37 OF THE AMERICAN FEDERATION OF STATE, COUNTY AND MUNICIPAL EMPLOYEES AND ITS AFFILIATED LOCALS.

Activities or mission (Part I)

TO PROVIDE DENTAL, DISABILITY, DEATH, PRESCRIPTION DRUGS, OPTICAL, AND OTHER SUPPLEMENTAL MEDICAL BENEFITS TO MEMBERS.

  • THE PLAN IS A MULTI-EMPLOYER PLAN PROVIDING DENTAL, DISABILITY, DEATH, PRESCRIPTION DRUGS, OPTICAL, AND OTHER SUPPLEMENTAL MEDICAL BENEFITS TO APPROXIMATELY 1,889 ACTIVE AND 1,140 RETIRED MEMBERS & THEIR DEPENDENTS.

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Gwendolyn P Cleary

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Esther Fong

    SECRETARY-TREAS EFF 6/2023

    Total calculated
    $0
    Hours/week
    1

  • Rawle Campbell

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Nancy Currey

    TRUSTEE EFF 6/2022

    Total calculated
    $0
    Hours/week
    1

  • Raul Domenech

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Raquel Nazario

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Leonard Paul

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Mairead Reardon

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Wilson Souffrant

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Chris Wilgenkamp

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
15 March 2024
IRS schema version
2022v5.0
Source object
202400759349301685

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