2023 Form 5500 filing — New York State Public Employees Federation, Afl-Cio-Union Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240820132529NAL0002700193001) for New York State Public Employees Federation, Afl-Cio-Union Plan, reported by New York State Public Employees Federation,Afl-Cio under EIN 13-2808635 and plan number 001. It reports 138 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$11.1MReported net assets$11,104,192
Participants138
Provider compensation$1.9K1 Schedule C row(s)$1,875
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240820132529NAL0002700193001
Plan sponsor
New York State Public Employees Federation,Afl-Cio
EIN
13-2808635
Plan number
001
Location
Albany, NY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$11.1M total assets
Net assets$11.1MLiabilities$0
Money in vs. money out
Total income / additions$2.8M
Total expenses$1.4M
Benefits paid / distributions$1.4M
Contributions
Employer$227.4K
Participant$488.3K
Full reported line items
Total assets (EOY)
$11,104,192
Total liabilities (EOY)
$0
Net assets (EOY)
$11,104,192
Employer contributions
$227,352
Participant contributions
$488,318
Total income / additions
$2,847,395
Benefits paid
$1,385,584
Administrative expenses
$1,875
Total expenses
$1,388,903
Net increase / (decrease)
$1,458,492
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $1.9K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240820132529NAL0002700193001 cover?
It is the 2023 Form 5500 filing for New York State Public Employees Federation, Afl-Cio-Union Plan, reported by New York State Public Employees Federation,Afl-Cio (EIN 13-2808635).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages