Upstate New York Engineers Pension Fund — Form 5500 plan (Bd Of Trust Upstate New York Engineers Pension Fund)
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 Engineers Pension Fund is a benefit plan reported by Bd Of Trust Upstate New York Engineers Pension Fund under EIN 15-0614642 and plan number 001. The latest loaded filing year is 2023. The filing reports 6,461 participants and $352,565,674 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Of Trust Upstate New York Engineers Pension Fund
- EIN
- 15-0614642
- Plan number
- 001
- Plan type
- 1
- Location
- Syracuse, NY
- Latest filing year
- 2023
- Participants
- 6,461
- End-of-year plan assets
- $352,565,674
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,461 | H, C | 20250114121142NAL0019801889001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $352,565,674
- Total liabilities (EOY)
- $561,308
- Net assets (EOY)
- $352,004,366
- Net assets (BOY)
- $322,236,291
Income & contributions
- Employer contributions
- $33,634,556
- Total contributions
- $33,634,556
- Total income / additions
- $73,443,303
Expenses & distributions
- Benefits paid
- $40,657,719
- Administrative expenses
- $3,017,509
- Total expenses
- $43,675,228
- Net increase / (decrease)
- $29,768,075
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sei Investment Management Corp. | INV MANAGER | $1,321,321 | $0 | 2023 |
| Bolton Partners Ne, Inc. | NONE | $184,995 | not reported in the loaded dataset | 2023 |
| Joseph W. Mccarthy & Associates | NONE | $92,692 | not reported in the loaded dataset | 2023 |
| Slevin & Hart, P.C. | ATTORNEY | $74,831 | not reported in the loaded dataset | 2023 |
| Schultheis & Panettieri, Llp | AUDITOR | $65,500 | not reported in the loaded dataset | 2023 |
| Principal | NONE | $39,520 | $0 | 2023 |
| Blitman & King, Llp | NONE | $32,719 | not reported in the loaded dataset | 2023 |
| Arcara, Zucarelli, Lenda & Assoc. | NONE | $26,381 | not reported in the loaded dataset | 2023 |
| Upstate Advisors Group | NONE | $24,800 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $8,547 | not reported in the loaded dataset | 2023 |
| Vitec Solutions | NONE | $5,792 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Of Trust Upstate New York Engineers Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Syracuse, NY
- Sei Investment Management Corp. — Schedule C compensation
- Bolton Partners Ne, Inc. — Schedule C compensation
- Joseph W. Mccarthy & Associates — Schedule C compensation
- Slevin & Hart, P.C. — Schedule C compensation
- Schultheis & Panettieri, Llp — Schedule C compensation
- Principal — Schedule C compensation
- Blitman & King, Llp — Schedule C compensation
- Arcara, Zucarelli, Lenda & Assoc. — Schedule C compensation
- Upstate Advisors Group — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Vitec Solutions — Schedule C compensation