2023 Form 5500 filing — New York State United Teachers Member Benefits Trust
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 20250331102802NAL0008546528002) for New York State United Teachers Member Benefits Trust, reported by New York State United Teachers under EIN 22-2480854 and plan number 503. It reports 162,416 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250331102802NAL0008546528002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- New York State United Teachers
- EIN
- 22-2480854
- Plan number
- 503
- Location
- Latham, NY
- Participants
- 162,416
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $102,938,807
- Total liabilities (EOY)
- $38,765,063
- Net assets (EOY)
- $64,173,744
- Participant contributions
- $4,172,974
- Total income / additions
- $22,722,676
- Benefits paid
- $3,699,358
- Administrative expenses
- $7,439,468
- Total expenses
- $11,138,826
- Net increase / (decrease)
- $11,583,850
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nysut | EMP ORGANIZATION | $5,918,564 | not reported in the loaded dataset |
| Rutgers Health - Ubhc | not reported in the loaded dataset | $605,097 | not reported in the loaded dataset |
| Feldman, Kramer & Monaco, Pc | not reported in the loaded dataset | $560,000 | not reported in the loaded dataset |
| Benchemark Printing Inc | not reported in the loaded dataset | $450,310 | not reported in the loaded dataset |
| Calm.Com, Inc | not reported in the loaded dataset | $439,998 | not reported in the loaded dataset |
| Stacey Braun Associates, Inc | not reported in the loaded dataset | $227,104 | not reported in the loaded dataset |
| Davis Vision | not reported in the loaded dataset | $206,961 | not reported in the loaded dataset |
| Pj Green Inc | not reported in the loaded dataset | $191,509 | not reported in the loaded dataset |
| Halo Branded Solutions, Inc | not reported in the loaded dataset | $161,998 | not reported in the loaded dataset |
| Meyer, Suozzi, English & Klein, Pc | not reported in the loaded dataset | $161,379 | not reported in the loaded dataset |
| Nysut Member Benefits Corporation | WHOLLY OWNED SUBSIDIARY | $145,986 | not reported in the loaded dataset |
| The Wagner Law Group | not reported in the loaded dataset | $130,325 | not reported in the loaded dataset |
| The Segal Company (Eastern States) | not reported in the loaded dataset | $96,538 | not reported in the loaded dataset |
| Weaver And Tidwell, Llp | not reported in the loaded dataset | $68,194 | not reported in the loaded dataset |
| Segal Select Insurance Services | not reported in the loaded dataset | $0 | $58,155 |
| Wellington Trust Company | not reported in the loaded dataset | $51,849 | not reported in the loaded dataset |
| City Of New York | CONTRIBUTING EMPLOYER | $21,667 | not reported in the loaded dataset |
| Segal Marco Advisors | not reported in the loaded dataset | $15,000 | not reported in the loaded dataset |
| Cambridge Credit Counseling Corp. | not reported in the loaded dataset | $12,500 | not reported in the loaded dataset |
| Nbt Bank, N.A. | not reported in the loaded dataset | $11,106 | not reported in the loaded dataset |
| Future Us LLC | not reported in the loaded dataset | $9,825 | not reported in the loaded dataset |