2023 Form 5500 filing — New York State Teamsters Conference Pension & Retirement Fund
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 20241015145655NAL0050032912002) for New York State Teamsters Conference Pension & Retirement Fund, reported by Trustees Of Nys Teamsters Conference under EIN 16-6063585 and plan number 074. It reports 33,952 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015145655NAL0050032912002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Nys Teamsters Conference
- EIN
- 16-6063585
- Plan number
- 074
- Location
- Syracuse, NY
- Participants
- 33,952
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,848,785,655
- Total liabilities (EOY)
- $1,849,035
- Net assets (EOY)
- $2,846,936,620
- Employer contributions
- $169,743,724
- Total income / additions
- $379,627,914
- Benefits paid
- $313,587,358
- Administrative expenses
- $15,014,874
- Total expenses
- $328,602,232
- Net increase / (decrease)
- $51,025,682
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Paravati, Karl, Green & Debella, At | NONE | $927,616 | not reported in the loaded dataset |
| Horizon Actuarial | NONE | $573,530 | not reported in the loaded dataset |
| Morgan, Lewis & Bockius | NONE | $487,824 | not reported in the loaded dataset |
| Onegroup, Inc. | NONE | $422,356 | $0 |
| State Street Global Advisors | NONE | $285,692 | $0 |
| Meketa Investment Group | NONE | $255,304 | not reported in the loaded dataset |
| Jeffrey Heller | NONE | $231,032 | not reported in the loaded dataset |
| Fiduciary Counselors, Inc | NONE | $196,785 | not reported in the loaded dataset |
| Cohen, Weiss And Simon Llp | NONE | $186,756 | not reported in the loaded dataset |
| Kenneth Stilwell | NONE | $147,278 | not reported in the loaded dataset |
| Dawn May | NONE | $122,273 | not reported in the loaded dataset |
| Loomis Sayles & Company | NONE | $115,541 | not reported in the loaded dataset |
| Jennifer Paravati | NONE | $115,068 | not reported in the loaded dataset |
| Barbara Eckert | NONE | $105,827 | not reported in the loaded dataset |
| Joseph Salerno | NONE | $96,314 | not reported in the loaded dataset |
| Groom Law Group | NONE | $92,601 | not reported in the loaded dataset |
| D'Arcangelo & Co., Llp | NONE | $86,712 | not reported in the loaded dataset |
| Marissa Salerno | NONE | $84,296 | not reported in the loaded dataset |
| Thomas Nanna | NONE | $79,793 | not reported in the loaded dataset |
| Immediate Mailing Service | NONE | $78,795 | not reported in the loaded dataset |
| Russell Morreale | NONE | $77,497 | not reported in the loaded dataset |
| Timothy Rich | NONE | $76,594 | not reported in the loaded dataset |
| Mark Childs | NONE | $76,163 | not reported in the loaded dataset |
| Sage Dunn | NONE | $75,536 | not reported in the loaded dataset |
| John Tierney | NONE | $75,447 | not reported in the loaded dataset |
| Alexander Connolly | NONE | $71,357 | not reported in the loaded dataset |
| Kristin Allen | NONE | $67,986 | not reported in the loaded dataset |
| Paula Curro | NONE | $65,898 | not reported in the loaded dataset |
| Jennifer Rubado | NONE | $65,490 | not reported in the loaded dataset |
| Michelle Deemer | NONE | $63,244 | not reported in the loaded dataset |
| Rosemary Insalaco | NONE | $60,960 | not reported in the loaded dataset |
| Kim Cunningham | NONE | $60,943 | not reported in the loaded dataset |
| Barbara Acey | NONE | $60,251 | not reported in the loaded dataset |
| Ma Polce Consulting, Inc. | NONE | $59,075 | not reported in the loaded dataset |
| Denise Gomez | NONE | $49,718 | not reported in the loaded dataset |
| Just The Right Stuff | NONE | $48,745 | not reported in the loaded dataset |
| Amy Levea | NONE | $45,822 | not reported in the loaded dataset |
| Charles Martin | NONE | $42,890 | not reported in the loaded dataset |
| Evanguard Solutions, Inc | NONE | $40,225 | not reported in the loaded dataset |
| Pension Benefit Information, LLC | NONE | $33,852 | $0 |
| Brianna Squier | NONE | $30,830 | not reported in the loaded dataset |
| Collyn Conrad | NONE | $30,500 | not reported in the loaded dataset |
| William Arnault | NONE | $30,426 | not reported in the loaded dataset |
| Corporate Maintenance Systems | NONE | $29,819 | not reported in the loaded dataset |
| Honeywell | NONE | $29,279 | not reported in the loaded dataset |
| Sandra Carter | NONE | $27,749 | not reported in the loaded dataset |
| Northland Communications | NONE | $16,984 | not reported in the loaded dataset |
| Wb Mason Company | NONE | $14,847 | not reported in the loaded dataset |
| Fresche Solutions Usa Corp | NONE | $14,822 | $0 |
| Iron Mountain | NONE | $14,455 | not reported in the loaded dataset |
| Life Status 360, LLC | NONE | $13,576 | not reported in the loaded dataset |
| American Arbitration Assoc. | NONE | $12,250 | $0 |
| Milliman Inc | NONE | $11,934 | not reported in the loaded dataset |
| Toshiba Financial Services | NONE | $11,546 | not reported in the loaded dataset |
| Lanphear Landscapes, Inc | NONE | $11,305 | not reported in the loaded dataset |
| Amtrust North America | NONE | $8,184 | not reported in the loaded dataset |
| Sullivan, Hazeltine, Allinson | NONE | $7,228 | $0 |
| Fitzgerald, Depietro Wojnas Cpas, P | NONE | $6,145 | $0 |
| Sirius Computer Solutions | NONE | $6,002 | not reported in the loaded dataset |
| Acom Solutions, Inc | NONE | $5,959 | not reported in the loaded dataset |
| Shred-It Usa LLC | NONE | $5,869 | not reported in the loaded dataset |
| Quadient Leasing Usa, Inc | NONE | $5,767 | not reported in the loaded dataset |
| Sam Pilger | NONE | $5,389 | not reported in the loaded dataset |