Plan Snapshot
- Plan Sponsor: Bd Of Trust Upstate New York Engineers Pension Fund
- Sponsor EIN: 150614642
- Sponsor Address: 101 INTREPID LANE, SYRACUSE, NY, 132050100
- Plan Type: DB
- Plan Number: 001
- Total Participants: 2,462
- Total Assets: $454.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,462 | $454.6M | $40.0M | $0 |
| 2023 | 2,025 | $352.6M | $33.6M | $0 |
| 2022 | 1,942 | $323.2M | $29.2M | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| SEI INVESTMENT MANAGEMENT CORP. | Other Service Provider | $1,415,059 | — | $1,415,059 |
| JOSEPH W. MCCARTHY & ASSOCIATES | Other Service Provider | $109,724 | — | $109,724 |
| SCHULTHEIS & PANETTIERI, LLP | Auditor | $105,781 | — | $105,781 |
| BLITMAN & KING, LLP | Other Service Provider | $88,722 | — | $88,722 |
| BOLTON PARTNERS NE, INC. | Other Service Provider | $79,250 | — | $79,250 |
| SLEVIN & HART, P.C. | ERISA Attorney | $70,446 | — | $70,446 |
| PRINCIPAL | Recordkeeper | $44,261 | — | $44,261 |
| ARCARA, ZUCARELLI, LENDA & ASSOC. | Other Service Provider | $36,966 | — | $36,966 |
| SEGAL SELECT INSURANCE SVC, INC. | Other Service Provider | — | $29,065 | $29,065 |
| UPSTATE ADVISORS GROUP | Other Service Provider | $24,800 | — | $24,800 |
| THE SEGAL CO. (EASTERN STATES), INC | Other Service Provider | $23,187 | — | $23,187 |
| BRIDGEWAY BENEFITS TECHNOLOGIES | Other Service Provider | $11,081 | — | $11,081 |
| VITEC SOLUTIONS | Other Service Provider | $10,057 | — | $10,057 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHULTHEIS & PANETTIERI, LLP — Auditor
- SLEVIN & HART, P.C. — ERISA Attorney
- PRINCIPAL — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,048,399
- Estimated Expense Ratio: 0.451% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $3,306,165 | $1,439,859 | — | $67,925 | — |
| 2023 | $3,017,509 | $1,346,121 | — | $65,500 | — |
| 2022 | $3,039,696 | $1,533,653 | — | — | $426,309 |