# Service Employees Pension Fund Of Upstate Ny DB Plan
Source: https://planprovider.pro/companies/service-employees-pension-fund-of-upstate-ny-plan

> Service Employees Pension Fund Of Upstate Ny's DB plan: 3,448 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/bonadio-and-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|

## Similar Plans

- [Forum Personnel INC.](https://planprovider.pro/companies/forum-personnel-inc-plan) — 2,155 participants

- [Joint Board Of Trustees Of Local 153 Pension Fund](https://planprovider.pro/companies/joint-board-of-trustees-of-local-153-pension-fund-plan) — 1,636 participants

- [Seneca Nation Of Indians](https://planprovider.pro/companies/seneca-nation-of-indians-401k-plan) — 1,570 participants

- [New York Film Academy, Ltd.](https://planprovider.pro/companies/new-york-film-academy-ltd-401k-plan) — 1,084 participants

- [Kith Retail LLC](https://planprovider.pro/companies/kith-retail-llc-plan-001) — 725 participants

- [Posillico Civil, INC.](https://planprovider.pro/companies/posillico-civil-inc-401k-plan) — 685 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/service-employees-pension-fund-of-upstate-ny-plan)

© 2026 PlanProvider.Pro