Service Employees Pension Fund Of Upstate Ny Upstate New York — Form 5500 plan (Service Employees Pension Fund Of Upstate Ny)
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, Service Employees Pension Fund Of Upstate Ny Upstate New York is a benefit plan reported by Service Employees Pension Fund Of Upstate Ny under EIN 16-0908576 and plan number 001. The latest loaded filing year is 2023. The filing reports 8,926 participants and $215,629,222 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Service Employees Pension Fund Of Upstate Ny
- EIN
- 16-0908576
- Plan number
- 001
- Plan type
- 1
- Location
- Syracuse, NY
- Latest filing year
- 2023
- Participants
- 8,926
- End-of-year plan assets
- $215,629,222
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,926 | H, C | 20241009130608NAL0010624835003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $215,629,222
- Total liabilities (EOY)
- $225,250
- Net assets (EOY)
- $215,403,972
- Net assets (BOY)
- $194,638,818
Income & contributions
- Employer contributions
- $10,245,699
- Total contributions
- $10,245,699
- Total income / additions
- $35,432,419
Expenses & distributions
- Benefits paid
- $12,253,885
- Administrative expenses
- $2,413,380
- Total expenses
- $14,667,265
- Net increase / (decrease)
- $20,765,154
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sei | NONE | $852,847 | $0 | 2023 |
| Cheiron | NONE | $127,902 | not reported in the loaded dataset | 2023 |
| Brittany Buffum | EMPLOYEE | $96,615 | not reported in the loaded dataset | 2023 |
| Blitman & King | NONE | $81,752 | not reported in the loaded dataset | 2023 |
| Theresa Christian | EMPLOYEE | $61,037 | not reported in the loaded dataset | 2023 |
| Modern Administration Systems | NONE | $58,320 | not reported in the loaded dataset | 2023 |
| David Rowe | EMPLOYEE | $50,869 | not reported in the loaded dataset | 2023 |
| Stacy Bishop | EMPLOYEE | $46,139 | not reported in the loaded dataset | 2023 |
| Kayla Lamandia | EMPLOYEE | $45,794 | not reported in the loaded dataset | 2023 |
| Brian Boise | EMPLOYEE | $45,672 | not reported in the loaded dataset | 2023 |
| Bonadio & Co., Llp | NONE | $30,315 | not reported in the loaded dataset | 2023 |
| Seiu Local 200united Building Corp | AFFILIATED ENTITY | $28,075 | not reported in the loaded dataset | 2023 |
| Tpa Computer Corporation | NONE | $19,250 | not reported in the loaded dataset | 2023 |
| Upstate Advisors | NONE | $15,000 | $0 | 2023 |
| Pension Benefit Information | NONE | $14,788 | not reported in the loaded dataset | 2023 |
| Integra Consulting | NONE | $12,546 | not reported in the loaded dataset | 2023 |
| Seiu Local200united | AFFILIATED ENTITY | $6,763 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Service Employees Pension Fund Of Upstate Ny
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Syracuse, NY
- Sei — Schedule C compensation
- Cheiron — Schedule C compensation
- Brittany Buffum — Schedule C compensation
- Blitman & King — Schedule C compensation
- Theresa Christian — Schedule C compensation
- Modern Administration Systems — Schedule C compensation
- David Rowe — Schedule C compensation
- Stacy Bishop — Schedule C compensation
- Kayla Lamandia — Schedule C compensation
- Brian Boise — Schedule C compensation
- Bonadio & Co., Llp — Schedule C compensation
- Seiu Local 200united Building Corp — Schedule C compensation
- Tpa Computer Corporation — Schedule C compensation
- Upstate Advisors — Schedule C compensation
- Pension Benefit Information — Schedule C compensation
- Integra Consulting — Schedule C compensation
- Seiu Local200united — Schedule C compensation