2023 Form 5500 filing — New York State Nurses Association Pension 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 20241010144816NAL0036168704001) for New York State Nurses Association Pension Plan, reported by Board Of Trustees-New York State Nurses Association Pension Plan under EIN 13-6604799 and plan number 001. It reports 42,676 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010144816NAL0036168704001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees-New York State Nurses Association Pension Plan
- EIN
- 13-6604799
- Plan number
- 001
- Location
- Albany, NY
- Participants
- 42,676
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,451,988,225
- Total liabilities (EOY)
- $18,206,082
- Net assets (EOY)
- $5,433,782,143
- Employer contributions
- $203,250,766
- Total income / additions
- $766,619,555
- Benefits paid
- $301,025,974
- Administrative expenses
- $38,881,715
- Total expenses
- $339,907,689
- Net increase / (decrease)
- $426,711,866
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Corbin Capital Partners Lp | NONE | $3,244,145 | $0 |
| Pathway Capital Management | NONE | $1,965,111 | not reported in the loaded dataset |
| The Townsend Group | NONE | $1,641,508 | not reported in the loaded dataset |
| Loomis, Sayles & Co. | NONE | $1,557,881 | $0 |
| Covington & Burling | NONE | $1,555,924 | not reported in the loaded dataset |
| Walter Scott And Partners Ltd | NONE | $1,400,958 | not reported in the loaded dataset |
| Wcm Management | NONE | $1,290,971 | $0 |
| Cliffwater LLC | NONE | $1,110,147 | not reported in the loaded dataset |
| Janus | NONE | $1,021,248 | $0 |
| Commonwealth Credit Advisors, LLC | NONE | $967,452 | $0 |
| Brandywine Global | NONE | $836,235 | not reported in the loaded dataset |
| Prosakuer Rose, Llp | NONE | $698,854 | not reported in the loaded dataset |
| Barings LLC | NONE | $684,540 | not reported in the loaded dataset |
| Northern Trust Company | CUSTODIAN | $675,000 | $0 |
| Arrowstreet | NONE | $668,652 | $0 |
| American Century | NONE | $618,044 | $0 |
| Nepc LLC | NONE | $575,000 | not reported in the loaded dataset |
| Artisan Partners Llp | NONE | $571,193 | $0 |
| William Blair & Company | NONE | $546,434 | $0 |
| Copeland Capital Management | NONE | $544,746 | not reported in the loaded dataset |
| Chief Investment Officer | EMPLOYEE | $537,629 | not reported in the loaded dataset |
| Nuance Investments | NONE | $525,670 | not reported in the loaded dataset |
| Mackay Shields Investment | NONE | $491,464 | not reported in the loaded dataset |
| Northern Trust Company | TRUSTEE | $363,256 | $0 |
| Cohen Weiss & Simon | NONE | $333,121 | not reported in the loaded dataset |
| Ubs Global Asset Management | NONE | $233,878 | not reported in the loaded dataset |
| Horizon Actuarial Services | NONE | $198,868 | not reported in the loaded dataset |
| Chief Executive Officer | EMPLOYEE | $192,945 | not reported in the loaded dataset |
| Uhy, Llp | NONE | $185,645 | not reported in the loaded dataset |
| Co-Director Of Research 2 | EMPLOYEE | $180,518 | not reported in the loaded dataset |
| Investment Analyst 2 | EMPLOYEE | $162,551 | not reported in the loaded dataset |
| Pension Manager | EMPLOYEE | $162,528 | not reported in the loaded dataset |
| Co-Director Of Research 1 | EMPLOYEE | $161,091 | not reported in the loaded dataset |
| Sr Investment Analyst | EMPLOYEE | $158,555 | not reported in the loaded dataset |
| Chief Operating Officer | EMPLOYEE | $147,071 | not reported in the loaded dataset |
| Jp Morgan Investment Management Inc | NONE | $131,612 | not reported in the loaded dataset |
| Investment Analyst 1 | EMPLOYEE | $118,320 | not reported in the loaded dataset |
| Pension Department Supervisor | EMPLOYEE | $112,076 | not reported in the loaded dataset |
| Lazard | NONE | $112,028 | $0 |
| Investment Analyst 3 | EMPLOYEE | $105,032 | not reported in the loaded dataset |
| Administrative Assistant 3 | EMPLOYEE | $104,296 | not reported in the loaded dataset |
| Administrative Assistant 4 | EMPLOYEE | $100,425 | not reported in the loaded dataset |
| It Manager | EMPLOYEE | $99,083 | not reported in the loaded dataset |
| Pension Analyst 2 | EMPLOYEE | $95,527 | not reported in the loaded dataset |
| Pension Analyst 6 | EMPLOYEE | $95,397 | not reported in the loaded dataset |
| Pension Analyst 1 | EMPLOYEE | $92,593 | not reported in the loaded dataset |
| Pension Analyst 3 | EMPLOYEE | $91,881 | not reported in the loaded dataset |
| Pension Analyst 4 | EMPLOYEE | $91,146 | not reported in the loaded dataset |
| Pension Analyst 7 | EMPLOYEE | $88,496 | not reported in the loaded dataset |
| Pension Analyst 5 | EMPLOYEE | $85,367 | not reported in the loaded dataset |
| Controller | EMPLOYEE | $84,999 | not reported in the loaded dataset |
| Pension Data Analyst | EMPLOYEE | $78,713 | not reported in the loaded dataset |
| Administrative Assistant 2 | EMPLOYEE | $76,394 | not reported in the loaded dataset |
| Pension Clerk | EMPLOYEE | $69,958 | not reported in the loaded dataset |
| Communications Representative | EMPLOYEE | $68,535 | not reported in the loaded dataset |
| Administrative Services Manager | EMPLOYEE | $64,750 | not reported in the loaded dataset |
| Accounting Department Supervisor | EMPLOYEE | $63,115 | not reported in the loaded dataset |
| Business Data Analyst | EMPLOYEE | $58,866 | not reported in the loaded dataset |
| System Administrator | EMPLOYEE | $57,342 | not reported in the loaded dataset |
| Sr. Communications Specialist | EMPLOYEE | $55,188 | not reported in the loaded dataset |
| Administrative Assistant 1 | EMPLOYEE | $49,133 | not reported in the loaded dataset |
| Hospital Services Representative | EMPLOYEE | $47,800 | not reported in the loaded dataset |
| Sr Accounting Associate | EMPLOYEE | $46,498 | not reported in the loaded dataset |
| System Administrator Ii | EMPLOYEE | $27,569 | not reported in the loaded dataset |
| Seneca Consulting | NONE | $16,927 | not reported in the loaded dataset |
| Dw Partners | NONE | $5,825 | $10,349 |
| Usm Solutions | NONE | $5,461 | not reported in the loaded dataset |
| Mcmorgan & Company | NONE | $0 | $0 |
| Cbre Caledon | NONE | $0 | $0 |
| Camden Asset Mangement | NONE | $0 | $0 |