Form 5500 · Employee benefit plan · NEW YORK, NY

BOARD OF TRUSTEES OF NYCDCC WELFARE FUND

The filing calls this plan NEW YORK CITY DISTRICT COUNCIL OF CARPENTERS WELFARE FUND.

BOARD OF TRUSTEES OF NYCDCC WELFARE FUND of NEW YORK, NY is a 18,947-participant construction employer whose group benefits are disclosed in its annual Form 5500 filing. Coverage is written through AMALGAMATED LIFE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in July.

Benefits broker of record

Not disclosed

Insurance carrier

AMALGAMATED LIFE INSURANCE COMPANY

Policy year ends

Julyas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 13-5615576 · plan 501 · plan year 2025, filed Mar 25, 2026

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How this plan is funded

Self-funded as reported

The filing reports benefits paid from the plan's own money, and no medical insurance contract on Schedule A.

A stop-loss policy appears on a Form 5500 only when the plan itself is the beneficiary, or the premiums are paid from plan money. Many employers buy stop-loss and never report it here. So a plan with no stop-loss on its filing may still have it.

All participants at the start of the year

18,947

Active at start of year

11,821

Active at end of year

11,828

Disclosed commissions

Typical renewal

August 1

Benefits declared on this filing

Healthdeclared, no contract here says it covers this

Dentaldeclared, no contract here says it covers this

Visiondeclared, no contract here says it covers this

Lifeinsured — AMALGAMATED LIFE INSURANCE COMPANY38,139 of 18,947 participants

Disabilitydeclared, no contract here says it covers this

One contract on this filing does not say which benefits it covers, so a line above may be insured by it.

Also declared: scholarship, death benefits, other welfare.

Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.

Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.

Plan brief

All 2 insured contracts are life coverage, split across AMALGAMATED LIFE INSURANCE COMPANY and SIERRA HEALTH AND LIFE INSURANCE COMPANY, INC..

The filing declares life, health, dental, vision and disability. Health, dental, vision and disability appear with no insured contract on Schedule A. That coverage may be self-funded, placed with a carrier that is not on this filing, or written on the contract here that does not say what it covers.

Reported premium is $2,837,841; the filing discloses no broker commission on these contracts.

The most recent policy period ended in July, and the plan year ends June 30. Group contracts typically renew on that annual cycle.

No broker of record is named on the Schedule A. The contracts may be written directly with the carrier, or the broker fields were left blank on the filing.

Schedule A insurance contracts

Carrier	Benefits	Covered	Renews	Premium	Commission
AMALGAMATED LIFE INSURANCE COMPANY	Life	38,139	Aug 1, 2024	$2,837,841	$0
SIERRA HEALTH AND LIFE INSURANCE COMPANY, INC.	—	6,740	Jan 1, 2025	—	$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing

BOARD OF TRUSTEES OF NYCDCC WELFARE FUND

EIN 13-5615576

INDEPENDENCE ADMINISTRATORS

Claims processing · Contract administrator · Recordkeeping and information management · EIN 23-2184623

$3,604,554

paid directly by the plan

EXPRESS SCRIPTS INC

Claims processing · EIN 22-3461740

$3,534,961

paid directly by the plan

SCHULTHEIS & PANETTIERI LLP

Accounting and audit · EIN 13-1577780

$1,783,649

paid directly by the plan

NOVAK FRANCELLA LLC

Accounting and audit · EIN 61-1436956

$1,221,516

paid directly by the plan

VIRGINIA & AMBINDER LLP

Named on Schedule C · EIN 13-4166736

$978,834

paid directly by the plan

ANTHEM BLUE CROSS AND BLUE SHIELD

Claims processing · EIN 23-7391136

$555,030

paid directly by the plan

BRIDGEWAY BENEFIT TECHNOLOGIES

Named on Schedule C · EIN 52-1796473

$422,787

paid directly by the plan

THE SEGAL COMPANY (EASTERN STATES)

Named on Schedule C · EIN 13-1835864

$369,362

paid directly by the plan

BEACON HILL SOLUTIONS GROUP LLC

Named on Schedule C · EIN 04-3496741

$327,820

paid directly by the plan

KAUFF MCGUIRE & MARGOLIS LLP

Named on Schedule C · EIN 13-3573855

$302,622

paid directly by the plan

HARVARD PROTECTION SERVICES

SECURITY PROVIDER · EIN 13-4127048

$294,096

paid directly by the plan

LOOMIS SAYLES TRUST COMPANY

Named on Schedule C · EIN 20-8080381

$249,492

paid directly by the plan

LEVEL CARE HEALTH CONSORTIUM

Named on Schedule C · EIN 83-2819398

$206,647

paid directly by the plan

BANK OF NEW YORK MELLON

Custodian · EIN 13-5160382

$140,006

paid directly by the plan

SCOUT INVESTMENTS INC

Named on Schedule C · EIN 43-1925734

$124,568

paid directly by the plan

PERFECT PRINTING SOLUTIONS INC

Named on Schedule C · EIN 47-4140223

$102,932

paid directly by the plan

K2 INTELLIGENCE LLC

Named on Schedule C · EIN 84-3003271

$94,551

paid directly by the plan

KROLL ASSOCIATES INC

Named on Schedule C · EIN 11-2286880

$80,250

paid directly by the plan

LAZARD ASSET MANAGEMENT LLC

Named on Schedule C · EIN 05-0530199

$76,087

paid directly by the plan

GALLAGHER FIDUCIARY ADVISORS LLC

Named on Schedule C · EIN 36-4291971

$68,491

paid directly by the plan

STATE STREET GLOBAL ADVISORS TRUST

Named on Schedule C · EIN 81-4017137

$63,929

paid directly by the plan

AMALGAMATED EMPLOYEE BENEFITS ADMIN

Claims processing · EIN 13-3432221

$40,560

paid directly by the plan

ADDISON GROUP

Named on Schedule C · EIN 46-3670661

$30,832

paid directly by the plan

EMPLOYEE CO

Named on Schedule C · EIN 13-5615576

$27,407

paid directly by the plan

ADMINISTRATIVE SERVICES ONLY INC

Claims processing · EIN 11-2995970

$27,114

paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

Money the plan held and paid out

Plan assets at year end

$853,267,715

Paid out in benefits

$491,931,382

Paid to insurance carriersSchedule H, line 2e(2)

$5,646,317

Independent accountantEIN 13-1577780

SCHULTHEIS & PANETTIERI, LLP

Accountant's opinion (Schedule H, line 3a)

Unmodified

Audit fee

$159,490

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

These are the plan's own figures from Schedule H, the financial statement it files. They are not the premium on Schedule A.

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