# Bd Of Trust Upstate New York Engineers Pension Fund DB Plan
Source: https://planprovider.pro/companies/bd-of-trust-upstate-new-york-engineers-pension-fund-150614642-001

> Bd Of Trust Upstate New York Engineers Pension Fund's DB plan: 2,462 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/schultheis-and-panettieri-llp) — Auditor

- [SLEVIN & HART, P.C.](https://planprovider.pro/provider/slevin-and-hart-pc) — ERISA Attorney

- [PRINCIPAL](https://planprovider.pro/provider/principal-financial-group-inc) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bd-of-trust-upstate-new-york-engineers-pension-fund-150614642-001)

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