Plan Snapshot
- Plan Sponsor: Board Of Trustees Upstate New York Engineers Sub Fund
- Sponsor EIN: 160905061
- Sponsor Address: 101 INTREPID LANE, SYRACUSE, NY, 132050100
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 831
- Total Assets: $3.4M
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 | 831 | $3.4M | $1.8M | $0 |
| 2023 | 840 | $2.4M | $1.6M | $0 |
| 2022 | 779 | $1.7M | $1.5M | $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 | $25,750 | — | $25,750 |
| SLEVIN & HART, P.C. | ERISA Attorney | $7,625 | — | $7,625 |
| SEI INVESTMENT MANAGEMENT CORP. | Other Service Provider | $7,306 | — | $7,306 |
| JOSEPH W. MCCARTHY & ASSOCIATES | Other Service Provider | $5,103 | — | $5,103 |
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
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $45,784
- Estimated Expense Ratio: 1.351% 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 | $152,032 | $10,106 | — | $25,750 | — |
| 2023 | $143,586 | $9,639 | — | $23,750 | — |
| 2022 | $131,440 | $8,321 | — | — | $37,162 |