Plan Snapshot
- Plan Sponsor: Service Employees Pension Fund Of Upstate Ny
- Sponsor EIN: 160908576
- Sponsor Address: 701 ERIE BLVD WEST, SYRACUSE, NY, 132042225
- Plan Type: DB
- Total Participants: 3,448
- Total Assets: $230.2M
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 | 3,448 | $230.2M | $9.9M | $0 |
| 2023 | 3,247 | $215.6M | $10.2M | $0 |
| 2022 | 3,267 | $194.9M | $9.7M | $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 |
|---|---|---|---|---|
| SEI | NONE | $896,888 | — | $896,888 |
| CHEIRON | NONE | $213,428 | — | $213,428 |
| BRITTANY BUFFUM | EMPLOYEE | $110,261 | — | $110,261 |
| DAVID ROWE | EMPLOYEE | $81,018 | — | $81,018 |
| MODERN ADMINISTRATION SYSTEMS | NONE | $71,580 | — | $71,580 |
| BLITMAN & KING | NONE | $66,642 | — | $66,642 |
| STACY BISHOP | EMPLOYEE | $54,631 | — | $54,631 |
| KAYLA LAMANDIA | EMPLOYEE | $49,572 | — | $49,572 |
| THERESA CHRISTIAN | EMPLOYEE | $37,346 | — | $37,346 |
| TINA TURNER | EMPLOYEE | $33,963 | — | $33,963 |
| SEIU LOCAL 200UNITED BUILDING CORP | AFFILIATED ENTITY | $32,102 | — | $32,102 |
| BONADIO & CO., LLP | NONE | $31,485 | — | $31,485 |
| ANGELA WASHINGTON | EMPLOYEE | $22,693 | — | $22,693 |
| BRIAN BOISE | EMPLOYEE | $17,408 | — | $17,408 |
| INTEGRA CONSULTING | NONE | $15,085 | — | $15,085 |
| UPSTATE ADVISORS | NONE | $15,000 | — | $15,000 |
| PENSION BENEFIT INFORMATION | NONE | $12,260 | — | $12,260 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BONADIO & CO., LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,761,362
- Estimated Expense Ratio: 0.765% 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 | $2,563,755 | $911,888 | — | $31,485 | — |
| 2023 | $2,413,380 | $867,847 | — | $30,315 | — |
| 2022 | $2,431,830 | $815,167 | — | — | $233,973 |