Plan Snapshot

Plan Sponsor: Board Of Trustees-New York State Nurses Association Pension Plan
Sponsor EIN: 136604799
Sponsor Address: PO BOX 12430, ALBANY, NY, 122122430
Plan Type: DB
Total Participants: 22,140
Total Assets: $5.9B

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	22,140	$5.9B	$229.9M	$0
2023	20,564	$5.5B	$203.3M	$0
2022	19,697	$5.0B	$181.1M	$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
CORBIN CAPITAL PARTNERS LP	NONE	$5,921,179	—	$5,921,179
THE TOWNSEND GROUP	NONE	$2,817,139	—	$2,817,139
ARROWSTREET	NONE	$2,554,940	—	$2,554,940
PATHWAY CAPITAL MANAGEMENT	NONE	$2,100,125	—	$2,100,125
LOOMIS, SAYLES & CO.	NONE	$1,727,588	—	$1,727,588
WALTER SCOTT AND PARTNERS LTD	NONE	$1,546,150	—	$1,546,150
WCM MANAGEMENT	NONE	$1,408,553	—	$1,408,553
JANUS	NONE	$1,176,503	—	$1,176,503
CLIFFWATER LLC	NONE	$1,112,638	—	$1,112,638
BRANDYWINE GLOBAL	NONE	$879,860	—	$879,860
COMMONWEALTH CREDIT ADVISORS, LLC	NONE	$801,948	—	$801,948
ARTISAN PARTNERS LLP	NONE	$710,273	—	$710,273
ARROYO	NONE	$685,653	—	$685,653
COPELAND CAPITAL MANAGEMENT	NONE	$667,606	—	$667,606
PROSAKUER ROSE, LLP	NONE	$609,823	—	$609,823
NORTHERN TRUST COMPANY	CUSTODIAN	$601,090	—	$601,090
COVINGTON & BURLING	NONE	$597,465	—	$597,465
NEPC LLC	NONE	$575,000	—	$575,000
AMERICAN CENTURY	NONE	$573,939	—	$573,939
MCMORGAN & COMPANY	NONE	—	$530,538	$530,538
NUANCE INVESTMENTS	NONE	$509,640	—	$509,640
CHIEF INVESTMENT OFFICER	EMPLOYEE	$494,504	—	$494,504
I SQUARED CAPITAL	NONE	$452,696	—	$452,696
MACKAY SHIELDS INVESTMENT	NONE	$448,537	—	$448,537
NORTHERN TRUST COMPANY	TRUSTEE	$397,058	—	$397,058
LAZARD	NONE	$356,269	—	$356,269
WILLIAM BLAIR & COMPANY	NONE	$343,710	—	$343,710
DRIEHAUS CAPITAL MANAGEMENT	NONE	$336,513	—	$336,513
COHEN WEISS & SIMON	NONE	$244,582	—	$244,582
HORIZON ACTUARIAL SERVICES	NONE	$241,373	—	$241,373
CO-DIRECTOR OF RESEARCH 1	EMPLOYEE	$227,899	—	$227,899
CO-DIRECTOR OF RESEARCH 2	EMPLOYEE	$227,899	—	$227,899
CHIEF EXECUTIVE OFFICER	EMPLOYEE	$205,873	—	$205,873
BARINGS LLC	NONE	$194,137	—	$194,137
MORGAN STANLEY INVESTMENT MANAGEMEN	NONE	$190,827	—	$190,827
SR INVESTMENT ANALYST	EMPLOYEE	$188,004	—	$188,004
BONADIO & CO., LLP	Auditor	$187,750	—	$187,750
UHY, LLP	NONE	$187,750	—	$187,750
PENSION MANAGER	EMPLOYEE	$172,826	—	$172,826
CHIEF OPERATING OFFICER	EMPLOYEE	$156,804	—	$156,804
INVESTMENT ANALYST 1	EMPLOYEE	$145,188	—	$145,188
UBS GLOBAL ASSET MANAGEMENT	NONE	$136,616	—	$136,616
PRUDENTIAL INSURANCE COMPANY	NONE	$40,612	$95,879	$136,491
INVESTMENT ANALYST 2	EMPLOYEE	$131,085	—	$131,085
PENSION DEPARTMENT SUPERVISOR	EMPLOYEE	$125,688	—	$125,688
SR INVESTMENT ANALYST 2	EMPLOYEE	$124,378	—	$124,378
ADMINISTRATIVE ASSISTANT 3	EMPLOYEE	$111,842	—	$111,842
PENSION ANALYST 2	EMPLOYEE	$109,670	—	$109,670
PENSION ANALYST 1	EMPLOYEE	$109,004	—	$109,004
ADMINISTRATIVE ASSISTANT 4	EMPLOYEE	$108,712	—	$108,712
PENSION ANALYST 6	EMPLOYEE	$108,051	—	$108,051
IT MANAGER	EMPLOYEE	$105,473	—	$105,473
PENSION DATA ANALYST	EMPLOYEE	$105,373	—	$105,373
PENSION ANALYST 4	EMPLOYEE	$103,844	—	$103,844
PENSION ANALYST 7	EMPLOYEE	$100,578	—	$100,578
PENSION ANALYST 3	EMPLOYEE	$96,213	—	$96,213
CONTROLLER	EMPLOYEE	$90,330	—	$90,330
JP MORGAN INVESTMENT MANAGEMENT INC	NONE	$86,875	—	$86,875
PENSION ANALYST 5	EMPLOYEE	$79,648	—	$79,648
PENSION CLERK	EMPLOYEE	$74,554	—	$74,554
ADMINISTRATIVE SERVICES MANAGER	EMPLOYEE	$68,748	—	$68,748
ACCOUNTING DEPARTMENT SUPERVISOR	EMPLOYEE	$67,863	—	$67,863
COMMUNICATIONS REPRESENTATIVE	EMPLOYEE	$63,662	—	$63,662
BUSINESS DATA ANALYST	EMPLOYEE	$63,119	—	$63,119
SYSTEM ADMINISTRATOR	EMPLOYEE	$61,193	—	$61,193
SR. COMMUNICATIONS SPECIALIST	EMPLOYEE	$59,642	—	$59,642
ADMINISTRATIVE ASSISTANT 1	EMPLOYEE	$56,799	—	$56,799
HOSPITAL SERVICES REPRESENTATIVE	EMPLOYEE	$51,059	—	$51,059
SR ACCOUNTING ASSOCIATE	EMPLOYEE	$49,322	—	$49,322
ADMINISTRATIVE ASSISTANT 2	EMPLOYEE	$48,091	—	$48,091
DIRECTOR OF OPERATIONS	EMPLOYEE	$45,421	—	$45,421
IT SUPPORT SPECIALIST	EMPLOYEE	$41,506	—	$41,506
PRUDENTIAL BANK & TRUST COMPANY	NONE	$30,110	—	$30,110
RECEPTIONIST	EMPLOYEE	$27,941	—	$27,941
SENECA CONSULTING	NONE	$18,981	—	$18,981
STEPSTONE	NONE	$14,958	—	$14,958
DW PARTNERS	NONE	—	$11,885	$11,885
ALLIANCE WORLDWIDE	NONE	$9,324	—	$9,324
MORGAN STANLEY	NONE	$8,543	—	$8,543

Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

NEPC LLC — NONE
MORGAN STANLEY INVESTMENT MANAGEMEN — NONE
BONADIO & CO., LLP — Auditor
UHY, LLP — NONE
UBS GLOBAL ASSET MANAGEMENT — NONE
PRUDENTIAL INSURANCE COMPANY — NONE
JP MORGAN INVESTMENT MANAGEMENT INC — NONE
MORGAN STANLEY — NONE

Plan Fees & Expenses

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

Total Service Provider Fees: $36,350,441
Estimated Expense Ratio: 0.619% 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	$43,718,846	$25,782,296	—	$187,750	—
2023	$38,881,715	$20,868,604	—	$185,645	—
2022	$36,963,267	$21,056,968	—	—	$3,940,779

Board Of Trustees-New York State Nurses Association Pension Plan DB Plan