# 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-plan

> Bd Of Trust Upstate New York Engineers Pension Fund's DB plan: 2,462 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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

- **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.|

| 2025|2,462|$454.6M|$0|$0|

| 2024|2,025|$352.6M|$0|$0|

| 2023|1,942|$323.2M|$0|$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|

| SCHULTHEIS & PANETTIERI, LLP|Auditor|$67,925|—|$67,925|

### 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

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $67,925

- **Estimated Expense Ratio:** 0.015% 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|

| 2025|$3,306,165|$1,439,859|—|$67,925|—|

| 2024|$3,017,509|$1,346,121|—|$65,500|—|

| 2023|$3,039,696|$1,533,653|—|—|$426,309|

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