# Board Of Trustees-New York State Nurses Association Pension Plan DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-new-york-state-nurses-association-pension-plan-plan

> Board Of Trustees-New York State Nurses Association Pension Plan's DB plan: 22,140 participants, plan year 2024 financials, providers, and benchmarks from Fo…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/milliman) — NONE

- [MORGAN STANLEY INVESTMENT MANAGEMEN](https://planprovider.pro/provider/morgan-stanley) — NONE

- [BONADIO & CO., LLP](https://planprovider.pro/provider/bonadio-and-co-llp) — Auditor

- [UHY, LLP](https://planprovider.pro/provider/uhy-llp) — NONE

- [UBS GLOBAL ASSET MANAGEMENT](https://planprovider.pro/provider/ubs-financial-services-inc) — NONE

- [PRUDENTIAL INSURANCE COMPANY](https://planprovider.pro/provider/empower) — NONE

- [JP MORGAN INVESTMENT MANAGEMENT INC](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [MORGAN STANLEY](https://planprovider.pro/provider/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|

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