# Board Of Trustees Upstate New York Engineers Sub Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-upstate-new-york-engineers-sub-fund-160905061-502

> Board Of Trustees Upstate New York Engineers Sub Fund's Health & Welfare plan: 831 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 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](https://planprovider.pro/provider/schultheis-and-panettieri-llp) — Auditor

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

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