Plan5500

New York State Teamsters Conference Pension & Retirement Fund — Form 5500 plan (Trustees Of Nys Teamsters Conference)

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, New York State Teamsters Conference Pension & Retirement Fund is a benefit plan reported by Trustees Of Nys Teamsters Conference under EIN 16-6063585 and plan number 074. The latest loaded filing year is 2023. The filing reports 33,952 participants and $2,848,785,655 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Trustees Of Nys Teamsters Conference
EIN
16-6063585
Plan number
074
Plan type
1
Location
Syracuse, NY
Latest filing year
2023
Participants
33,952
End-of-year plan assets
$2,848,785,655

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202333,952H, C20241015145655NAL0050032912002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,848,785,655
Total liabilities (EOY)
$1,849,035
Net assets (EOY)
$2,846,936,620
Net assets (BOY)
$2,795,910,938

Income & contributions

Employer contributions
$169,743,724
Total contributions
$169,743,724
Total income / additions
$379,627,914

Expenses & distributions

Benefits paid
$313,587,358
Administrative expenses
$15,014,874
Total expenses
$328,602,232
Net increase / (decrease)
$51,025,682

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Paravati, Karl, Green & Debella, AtNONE$927,616not reported in the loaded dataset2023
Horizon ActuarialNONE$573,530not reported in the loaded dataset2023
Morgan, Lewis & BockiusNONE$487,824not reported in the loaded dataset2023
Onegroup, Inc.NONE$422,356$02023
State Street Global AdvisorsNONE$285,692$02023
Meketa Investment GroupNONE$255,304not reported in the loaded dataset2023
Jeffrey HellerNONE$231,032not reported in the loaded dataset2023
Fiduciary Counselors, IncNONE$196,785not reported in the loaded dataset2023
Cohen, Weiss And Simon LlpNONE$186,756not reported in the loaded dataset2023
Kenneth StilwellNONE$147,278not reported in the loaded dataset2023
Dawn MayNONE$122,273not reported in the loaded dataset2023
Loomis Sayles & CompanyNONE$115,541not reported in the loaded dataset2023
Jennifer ParavatiNONE$115,068not reported in the loaded dataset2023
Barbara EckertNONE$105,827not reported in the loaded dataset2023
Joseph SalernoNONE$96,314not reported in the loaded dataset2023
Groom Law GroupNONE$92,601not reported in the loaded dataset2023
D'Arcangelo & Co., LlpNONE$86,712not reported in the loaded dataset2023
Marissa SalernoNONE$84,296not reported in the loaded dataset2023
Thomas NannaNONE$79,793not reported in the loaded dataset2023
Immediate Mailing ServiceNONE$78,795not reported in the loaded dataset2023
Russell MorrealeNONE$77,497not reported in the loaded dataset2023
Timothy RichNONE$76,594not reported in the loaded dataset2023
Mark ChildsNONE$76,163not reported in the loaded dataset2023
Sage DunnNONE$75,536not reported in the loaded dataset2023
John TierneyNONE$75,447not reported in the loaded dataset2023
Alexander ConnollyNONE$71,357not reported in the loaded dataset2023
Kristin AllenNONE$67,986not reported in the loaded dataset2023
Paula CurroNONE$65,898not reported in the loaded dataset2023
Jennifer RubadoNONE$65,490not reported in the loaded dataset2023
Michelle DeemerNONE$63,244not reported in the loaded dataset2023
Rosemary InsalacoNONE$60,960not reported in the loaded dataset2023
Kim CunninghamNONE$60,943not reported in the loaded dataset2023
Barbara AceyNONE$60,251not reported in the loaded dataset2023
Ma Polce Consulting, Inc.NONE$59,075not reported in the loaded dataset2023
Denise GomezNONE$49,718not reported in the loaded dataset2023
Just The Right StuffNONE$48,745not reported in the loaded dataset2023
Amy LeveaNONE$45,822not reported in the loaded dataset2023
Charles MartinNONE$42,890not reported in the loaded dataset2023
Evanguard Solutions, IncNONE$40,225not reported in the loaded dataset2023
Pension Benefit Information, LLCNONE$33,852$02023
Brianna SquierNONE$30,830not reported in the loaded dataset2023
Collyn ConradNONE$30,500not reported in the loaded dataset2023
William ArnaultNONE$30,426not reported in the loaded dataset2023
Corporate Maintenance SystemsNONE$29,819not reported in the loaded dataset2023
HoneywellNONE$29,279not reported in the loaded dataset2023
Sandra CarterNONE$27,749not reported in the loaded dataset2023
Northland CommunicationsNONE$16,984not reported in the loaded dataset2023
Wb Mason CompanyNONE$14,847not reported in the loaded dataset2023
Fresche Solutions Usa CorpNONE$14,822$02023
Iron MountainNONE$14,455not reported in the loaded dataset2023
Life Status 360, LLCNONE$13,576not reported in the loaded dataset2023
American Arbitration Assoc.NONE$12,250$02023
Milliman IncNONE$11,934not reported in the loaded dataset2023
Toshiba Financial ServicesNONE$11,546not reported in the loaded dataset2023
Lanphear Landscapes, IncNONE$11,305not reported in the loaded dataset2023
Amtrust North AmericaNONE$8,184not reported in the loaded dataset2023
Sullivan, Hazeltine, AllinsonNONE$7,228$02023
Fitzgerald, Depietro Wojnas Cpas, PNONE$6,145$02023
Sirius Computer SolutionsNONE$6,002not reported in the loaded dataset2023
Acom Solutions, IncNONE$5,959not reported in the loaded dataset2023
Shred-It Usa LLCNONE$5,869not reported in the loaded dataset2023
Quadient Leasing Usa, IncNONE$5,767not reported in the loaded dataset2023
Sam PilgerNONE$5,389not reported in the loaded dataset2023

Related Form 5500 pages