District Council 37 Health and Security Fund

501(c)

DBA: PLAN TRUST

Other · NEW YORK, NY · EIN 13-6209963

To provide supplemental health and welfare benefits to eligible participants and their dependents.

DBA Plan Trust

Donations are NOT tax-deductible

FY ending 2024-06-30

Revenue

$219.0M

Expenses

$219.0M

Assets

$108.5M

Liabilities

$108.5M

$262.2M$131.1M$0

161718192021222324

RevenueExpenses

Latest FY2024: $219.0M · Peak FY2016: $262.2M · Avg: $236.8M

DISTRICT COUNCIL 37 HEALTH AND SECURITY FUND

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125 Barclay ST

New YORK, NY, 10007-223

Voting board members7

Independent members7

Conflict-of-interest policyYes

Whistleblower policyYes

Doc-retention policyYes

Audit committeeYes

990 reviewed by boardYes

Severance paymentsNo

Equity-based compNo

Supplemental retirement planNo

Public records

Full 990 PDFs going back to 2001, plus parsed financial extracts. The easiest place to read actual filings.

IRS-side authoritative source. Confirms current exempt status and pulls the latest determination letter.

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