2023 Form 5500 filing — Service Employees Pension Fund Of Upstate Ny Upstate New York
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 20241009130608NAL0010624835003) for Service Employees Pension Fund Of Upstate Ny Upstate New York, reported by Service Employees Pension Fund Of Upstate Ny under EIN 16-0908576 and plan number 001. It reports 8,926 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009130608NAL0010624835003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Service Employees Pension Fund Of Upstate Ny
- EIN
- 16-0908576
- Plan number
- 001
- Location
- Syracuse, NY
- Participants
- 8,926
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $215,629,222
- Total liabilities (EOY)
- $225,250
- Net assets (EOY)
- $215,403,972
- Employer contributions
- $10,245,699
- Total income / additions
- $35,432,419
- Benefits paid
- $12,253,885
- Administrative expenses
- $2,413,380
- Total expenses
- $14,667,265
- Net increase / (decrease)
- $20,765,154
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sei | NONE | $852,847 | $0 |
| Cheiron | NONE | $127,902 | not reported in the loaded dataset |
| Brittany Buffum | EMPLOYEE | $96,615 | not reported in the loaded dataset |
| Blitman & King | NONE | $81,752 | not reported in the loaded dataset |
| Theresa Christian | EMPLOYEE | $61,037 | not reported in the loaded dataset |
| Modern Administration Systems | NONE | $58,320 | not reported in the loaded dataset |
| David Rowe | EMPLOYEE | $50,869 | not reported in the loaded dataset |
| Stacy Bishop | EMPLOYEE | $46,139 | not reported in the loaded dataset |
| Kayla Lamandia | EMPLOYEE | $45,794 | not reported in the loaded dataset |
| Brian Boise | EMPLOYEE | $45,672 | not reported in the loaded dataset |
| Bonadio & Co., Llp | NONE | $30,315 | not reported in the loaded dataset |
| Seiu Local 200united Building Corp | AFFILIATED ENTITY | $28,075 | not reported in the loaded dataset |
| Tpa Computer Corporation | NONE | $19,250 | not reported in the loaded dataset |
| Upstate Advisors | NONE | $15,000 | $0 |
| Pension Benefit Information | NONE | $14,788 | not reported in the loaded dataset |
| Integra Consulting | NONE | $12,546 | not reported in the loaded dataset |
| Seiu Local200united | AFFILIATED ENTITY | $6,763 | not reported in the loaded dataset |