Plan Snapshot
- Plan Sponsor: Trustees Of Nys Teamsters Conference
- Sponsor EIN: 166063585
- Sponsor Address: PO BOX 4928, SYRACUSE, NY, 132214928
- Plan Type: DB
- Plan Number: 074
- Total Participants: 9,102
- Total Assets: $2.8B
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 | 9,102 | $2.8B | $155.3M | $0 |
| 2023 | 9,522 | $2.8B | $169.7M | $0 |
| 2022 | 10,056 | $3.1B | $172.6M | $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 |
|---|---|---|---|---|
| PARAVATI, KARL, GREEN & DEBELLA, AT | Other Service Provider | $1,540,165 | — | $1,540,165 |
| HORIZON ACTUARIAL | Other Service Provider | $606,099 | — | $606,099 |
| ONEGROUP, INC. | Other Service Provider | $422,443 | — | $422,443 |
| LOOMIS SAYLES & COMPANY | Other Service Provider | $325,082 | — | $325,082 |
| STATE STREET GLOBAL ADVISORS | Other Service Provider | $296,411 | — | $296,411 |
| JEFFREY HELLER | Recordkeeper | $280,431 | — | $280,431 |
| MORGAN, LEWIS & BOCKIUS | ERISA Attorney | $273,143 | — | $273,143 |
| FIDUCIARY COUNSELORS, INC | Other Service Provider | $246,061 | — | $246,061 |
| MEKETA INVESTMENT GROUP | Other Service Provider | $234,892 | — | $234,892 |
| GROOM LAW GROUP | ERISA Attorney | $192,569 | — | $192,569 |
| KENNETH STILWELL | Recordkeeper | $184,094 | — | $184,094 |
| COHEN, WEISS AND SIMON LLP | Other Service Provider | $170,750 | — | $170,750 |
| DAWN MAY | Recordkeeper | $121,665 | — | $121,665 |
| JENNIFER PARAVATI | Recordkeeper | $115,805 | — | $115,805 |
| JOSEPH SALERNO | Recordkeeper | $109,980 | — | $109,980 |
| MARISSA SALERNO | Recordkeeper | $89,777 | — | $89,777 |
| TIMOTHY RICH | Recordkeeper | $87,285 | — | $87,285 |
| D'ARCANGELO & CO., LLP | Other Service Provider | $86,030 | — | $86,030 |
| JENNIFER RUBADO | Recordkeeper | $83,288 | — | $83,288 |
| THOMAS NANNA | Recordkeeper | $82,514 | — | $82,514 |
| SAGE DUNN | Recordkeeper | $81,689 | — | $81,689 |
| MARK CHILDS | Recordkeeper | $80,355 | — | $80,355 |
| ALEXANDER CONNOLLY | Recordkeeper | $80,316 | — | $80,316 |
| RUSSELL MORREALE | Recordkeeper | $76,152 | — | $76,152 |
| JOHN TIERNEY | Recordkeeper | $75,475 | — | $75,475 |
| MA POLCE CONSULTING, INC. | Other Service Provider | $74,694 | — | $74,694 |
| KRISTIN ALLEN | Recordkeeper | $71,653 | — | $71,653 |
| PAULA CURRO | Recordkeeper | $67,964 | — | $67,964 |
| BARBARA ACEY | Recordkeeper | $65,460 | — | $65,460 |
| MICHELLE DEEMER | Recordkeeper | $64,143 | — | $64,143 |
| DENISE GOMEZ | Recordkeeper | $63,995 | — | $63,995 |
| KIM CUNNINGHAM | Recordkeeper | $60,145 | — | $60,145 |
| ROSEMARY INSALACO | Recordkeeper | $59,968 | — | $59,968 |
| BRYNN DAVIS | Recordkeeper | $52,072 | — | $52,072 |
| AMY LEVEA | Recordkeeper | $47,489 | — | $47,489 |
| SIRIUS COMPUTER SOLUTIONS | Other Service Provider | $46,510 | — | $46,510 |
| CHARLES MARTIN | Recordkeeper | $46,266 | — | $46,266 |
| PENSION BENEFIT INFORMATION, LLC | Other Service Provider | $39,692 | — | $39,692 |
| IMMEDIATE MAILING SERVICE | Other Service Provider | $34,090 | — | $34,090 |
| SANDRA CARTER | Recordkeeper | $30,816 | — | $30,816 |
| HONEYWELL | Other Service Provider | $30,702 | — | $30,702 |
| CORPORATE MAINTENANCE SYSTEMS | Other Service Provider | $30,605 | — | $30,605 |
| WILLIAM ARNAULT | Recordkeeper | $30,365 | — | $30,365 |
| IRON MOUNTAIN | Other Service Provider | $19,284 | — | $19,284 |
| NORTHLAND COMMUNICATIONS | Other Service Provider | $19,206 | — | $19,206 |
| SULLIVAN, HAZELTINE, ALLINSON | Other Service Provider | $19,098 | — | $19,098 |
| EVANGUARD SOLUTIONS, INC | Other Service Provider | $15,000 | — | $15,000 |
| ALIX PARTNERS LLP | Other Service Provider | $14,212 | — | $14,212 |
| WB MASON COMPANY | Other Service Provider | $12,915 | — | $12,915 |
| LIFE STATUS 360, LLC | Other Service Provider | $12,539 | — | $12,539 |
| TOSHIBA FINANCIAL SERVICES | Other Service Provider | $11,783 | — | $11,783 |
| C.R. FLETCHER TEMPS | Other Service Provider | $11,236 | — | $11,236 |
| INSIGHT DIRECT USA, INC. | Other Service Provider | $10,175 | — | $10,175 |
| LANPHEAR LANDSCAPES, INC | Other Service Provider | $9,558 | — | $9,558 |
| AMTRUST NORTH AMERICA | Other Service Provider | $8,628 | — | $8,628 |
| SHRED-IT USA LLC | Other Service Provider | $6,869 | — | $6,869 |
| GEORGE HARRIGAN | Recordkeeper | $5,874 | — | $5,874 |
| FRESCHE SOLUTIONS USA CORP | Other Service Provider | $5,840 | — | $5,840 |
| QUADIENT LEASING USA, INC | Other Service Provider | $5,767 | — | $5,767 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JEFFREY HELLER — Recordkeeper
- MORGAN, LEWIS & BOCKIUS — ERISA Attorney
- GROOM LAW GROUP — ERISA Attorney
- KENNETH STILWELL — Recordkeeper
- DAWN MAY — Recordkeeper
- JENNIFER PARAVATI — Recordkeeper
- JOSEPH SALERNO — Recordkeeper
- MARISSA SALERNO — Recordkeeper
- TIMOTHY RICH — Recordkeeper
- JENNIFER RUBADO — Recordkeeper
- THOMAS NANNA — Recordkeeper
- SAGE DUNN — Recordkeeper
- MARK CHILDS — Recordkeeper
- ALEXANDER CONNOLLY — Recordkeeper
- RUSSELL MORREALE — Recordkeeper
- JOHN TIERNEY — Recordkeeper
- KRISTIN ALLEN — Recordkeeper
- PAULA CURRO — Recordkeeper
- BARBARA ACEY — Recordkeeper
- MICHELLE DEEMER — Recordkeeper
- DENISE GOMEZ — Recordkeeper
- KIM CUNNINGHAM — Recordkeeper
- ROSEMARY INSALACO — Recordkeeper
- BRYNN DAVIS — Recordkeeper
- AMY LEVEA — Recordkeeper
- CHARLES MARTIN — Recordkeeper
- SANDRA CARTER — Recordkeeper
- WILLIAM ARNAULT — Recordkeeper
- GEORGE HARRIGAN — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,047,084
- Estimated Expense Ratio: 0.249% 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 | $14,788,725 | $6,623,025 | — | $86,030 | — |
| 2023 | $15,014,874 | $7,844,763 | — | $86,711 | — |
| 2022 | $16,950,953 | $9,028,316 | — | — | $3,072,451 |