# New York State United Teachers 401(k) Plan
Source: https://planprovider.pro/companies/new-york-state-united-teachers-222480854-503

> New York State United Teachers's 401(k) plan: 92,696 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** New York State United Teachers

- **Sponsor EIN:** 222480854

- **Sponsor Address:** 800 TROY SCHENECTADY ROAD, LATHAM, NY, 121102455

- **Plan Type:** 401(k)

- **Plan Number:** 503

- **Total Participants:** 92,696

- **Total Assets:** $110.5M

## 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|92,696|$110.5M|$0|$3.9M|

| 2023|93,938|$102.9M|$0|$4.2M|

| 2022|85,290|$92.2M|$0|$4.3M|

## 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|

| NYSUT|Other Service Provider|$9,407,787|—|$9,407,787|

| FELDMAN, KRAMER & MONACO, PC|Other Service Provider|$660,000|—|$660,000|

| RUTGERS HEALTH - UBHC|Other Service Provider|$475,658|—|$475,658|

| CALM.COM, INC|Other Service Provider|$440,000|—|$440,000|

| BENCHEMARK PRINTING INC|Other Service Provider|$400,884|—|$400,884|

| STACEY BRAUN ASSOCIATES, INC|Other Service Provider|$205,906|—|$205,906|

| DAVIS VISION|Other Service Provider|$191,842|—|$191,842|

| NYSUT MEMBER BENEFITS CORPORATION|Other Service Provider|$185,358|—|$185,358|

| PJ GREEN INC|Other Service Provider|$171,757|—|$171,757|

| HALO BRANDED SOLUTIONS, INC|Other Service Provider|$154,017|—|$154,017|

| WELLINGTON TRUST COMPANY|Other Service Provider|$78,398|—|$78,398|

| THE SEGAL COMPANY (EASTERN STATES)|Other Service Provider|$66,352|—|$66,352|

| WEAVER AND TIDWELL, LLP|Auditor|$55,917|—|$55,917|

| MEYER, SUOZZI, ENGLISH & KLEIN, PC|Other Service Provider|$54,798|—|$54,798|

| SEGAL SELECT INSURANCE SERVICES|Other Service Provider|—|$30,693|$30,693|

| CITY OF NEW YORK|Other Service Provider|$21,141|—|$21,141|

| SEGAL MARCO ADVISORS|Other Service Provider|$19,667|—|$19,667|

| THE WAGNER LAW GROUP|ERISA Attorney|$14,511|—|$14,511|

| FUTURE US LLC|Other Service Provider|$13,850|—|$13,850|

| NBT BANK, N.A.|Other Service Provider|$13,494|—|$13,494|

| FLIMP|Other Service Provider|$6,000|—|$6,000|

### Verified Provider Profiles

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

- [WEAVER AND TIDWELL, LLP](https://planprovider.pro/provider/weaver-and-tidwell-llp) — Auditor

- [THE WAGNER LAW GROUP](https://planprovider.pro/provider/the-wagner-law-group) — ERISA Attorney

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $12,668,030

- **Estimated Expense Ratio:** 11.460% 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|$10,337,042|$303,974|—|$55,917|—|

| 2023|$7,439,468|$298,953|—|$68,262|—|

| 2022|$7,689,867|$298,115|—|—|$482,906|

## Similar Plans

- [Young Men'S Christian Association Retirement Fund](https://planprovider.pro/companies/young-men-s-christian-association-retirement-fund-135562401-001) — 49,535 participants

- [Ny Hotel Trades Council & Hotel Associat Prepaid Legal Services Fund](https://planprovider.pro/companies/ny-hotel-trades-council-hotel-associat-prepaid-legal-services-fund-133418414-508) — 30,032 participants

- [Trustees Of Massachusetts Service Employees' Pension Fund](https://planprovider.pro/companies/trustees-of-massachusetts-service-employees-pension-plan-plan) — 12,582 participants

- [The Cultural Institutions Retirement System](https://planprovider.pro/companies/the-cultural-institutions-retirement-system-401k-plan) — 8,139 participants

- [The Cultural Institutions Retirement System](https://planprovider.pro/companies/the-cultural-institutions-retirement-system-plan-001) — 6,961 participants

- [Samaritan Daytop Village, INC.](https://planprovider.pro/companies/samaritan-daytop-village-inc-401k-plan) — 4,547 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/new-york-state-united-teachers-222480854-503)

© 2026 PlanProvider.Pro