Upstate New York Bakery Drivers And Industry Pension Fund — Form 5500 plan (Trustees Of The Upstate New York Bakery Drivers And Industry Pension F)
Plain-English plan 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, Upstate New York Bakery Drivers And Industry Pension Fund is a benefit plan reported by Trustees Of The Upstate New York Bakery Drivers And Industry Pension F under EIN 15-0612437 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,276 participants and $102,336,408 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of The Upstate New York Bakery Drivers And Industry Pension F
- EIN
- 15-0612437
- Plan number
- 001
- Plan type
- 1
- Location
- Syracuse, NY
- Latest filing year
- 2023
- Participants
- 2,276
- End-of-year plan assets
- $102,336,408
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,276 | H, C | 20250131143349NAL0001386915005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $102,336,408
- Total liabilities (EOY)
- $153,726
- Net assets (EOY)
- $102,182,682
- Net assets (BOY)
- $101,558,648
Income & contributions
- Employer contributions
- $5,401,953
- Total contributions
- $5,401,953
- Total income / additions
- $11,234,157
Expenses & distributions
- Benefits paid
- $9,738,527
- Administrative expenses
- $871,596
- Total expenses
- $10,610,123
- Net increase / (decrease)
- $624,034
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Shawn D. Meyers | STAFF | $83,693 | not reported in the loaded dataset | 2023 |
| Investment Performance Services, Ll | NONE | $80,000 | $0 | 2023 |
| O'Sullivan Associates | NONE | $66,958 | $6,445 | 2023 |
| Teal,Becker & Chiaramonte Cpas Pc | NONE | $64,150 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $62,690 | not reported in the loaded dataset | 2023 |
| Morgan, Lewis & Bockius Llp | NONE | $58,031 | not reported in the loaded dataset | 2023 |
| Nys Teamsters Pension & Retirement | NONE | $54,552 | not reported in the loaded dataset | 2023 |
| Wedge Capital Management Llp | NONE | $49,648 | $0 | 2023 |
| Hamilton Lane Advisors | NONE | $0 | $41,250 | 2023 |
| Bisceglie & Demarco, LLC | NONE | $28,500 | not reported in the loaded dataset | 2023 |
| Joseph Mccarthy & Associates | NONE | $28,496 | not reported in the loaded dataset | 2023 |
| U.S. Bank National Association | not reported in the loaded dataset | $20,200 | $0 | 2023 |
| Jpmorgan Chase Bank | NONE | $17,205 | not reported in the loaded dataset | 2023 |
| Chartwell Investment Partners, LLC | NONE | $14,376 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of The Upstate New York Bakery Drivers And Industry Pension F
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Syracuse, NY
- Shawn D. Meyers — Schedule C compensation
- Investment Performance Services, Ll — Schedule C compensation
- O'Sullivan Associates — Schedule C compensation
- Teal,Becker & Chiaramonte Cpas Pc — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Morgan, Lewis & Bockius Llp — Schedule C compensation
- Nys Teamsters Pension & Retirement — Schedule C compensation
- Wedge Capital Management Llp — Schedule C compensation
- Hamilton Lane Advisors — Schedule C compensation
- Bisceglie & Demarco, LLC — Schedule C compensation
- Joseph Mccarthy & Associates — Schedule C compensation
- U.S. Bank National Association — Schedule C compensation
- Jpmorgan Chase Bank — Schedule C compensation
- Chartwell Investment Partners, LLC — Schedule C compensation