2023 Form 5500 filing — Upstate New York Engineers Pension 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 20250114121142NAL0019801889001) for Upstate New York Engineers Pension Fund, reported by Bd Of Trust Upstate New York Engineers Pension Fund under EIN 15-0614642 and plan number 001. It reports 6,461 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250114121142NAL0019801889001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Of Trust Upstate New York Engineers Pension Fund
- EIN
- 15-0614642
- Plan number
- 001
- Location
- Syracuse, NY
- Participants
- 6,461
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $352,565,674
- Total liabilities (EOY)
- $561,308
- Net assets (EOY)
- $352,004,366
- Employer contributions
- $33,634,556
- Total income / additions
- $73,443,303
- Benefits paid
- $40,657,719
- Administrative expenses
- $3,017,509
- Total expenses
- $43,675,228
- Net increase / (decrease)
- $29,768,075
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sei Investment Management Corp. | INV MANAGER | $1,321,321 | $0 |
| Bolton Partners Ne, Inc. | NONE | $184,995 | not reported in the loaded dataset |
| Joseph W. Mccarthy & Associates | NONE | $92,692 | not reported in the loaded dataset |
| Slevin & Hart, P.C. | ATTORNEY | $74,831 | not reported in the loaded dataset |
| Schultheis & Panettieri, Llp | AUDITOR | $65,500 | not reported in the loaded dataset |
| Principal | NONE | $39,520 | $0 |
| Blitman & King, Llp | NONE | $32,719 | not reported in the loaded dataset |
| Arcara, Zucarelli, Lenda & Assoc. | NONE | $26,381 | not reported in the loaded dataset |
| Upstate Advisors Group | NONE | $24,800 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $8,547 | not reported in the loaded dataset |
| Vitec Solutions | NONE | $5,792 | not reported in the loaded dataset |