Plan Snapshot
- Plan Sponsor: Trustees Of Nys Teamsters Conference
- Sponsor EIN: 166063585
- Sponsor Address: PO BOX 4928, SYRACUSE, NY, 132214928
- Plan Type: DB
- 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 | NONE | $1,540,165 | — | $1,540,165 |
| HORIZON ACTUARIAL | NONE | $606,099 | — | $606,099 |
| ONEGROUP, INC. | NONE | $422,443 | — | $422,443 |
| LOOMIS SAYLES & COMPANY | NONE | $325,082 | — | $325,082 |
| STATE STREET GLOBAL ADVISORS | NONE | $296,411 | — | $296,411 |
| JEFFREY HELLER | NONE | $280,431 | — | $280,431 |
| MORGAN, LEWIS & BOCKIUS | NONE | $273,143 | — | $273,143 |
| FIDUCIARY COUNSELORS, INC | NONE | $246,061 | — | $246,061 |
| MEKETA INVESTMENT GROUP | NONE | $234,892 | — | $234,892 |
| GROOM LAW GROUP | NONE | $192,569 | — | $192,569 |
| KENNETH STILWELL | NONE | $184,094 | — | $184,094 |
| COHEN, WEISS AND SIMON LLP | NONE | $170,750 | — | $170,750 |
| DAWN MAY | NONE | $121,665 | — | $121,665 |
| JENNIFER PARAVATI | NONE | $115,805 | — | $115,805 |
| JOSEPH SALERNO | NONE | $109,980 | — | $109,980 |
| MARISSA SALERNO | NONE | $89,777 | — | $89,777 |
| TIMOTHY RICH | NONE | $87,285 | — | $87,285 |
| D'ARCANGELO & CO., LLP | NONE | $86,030 | — | $86,030 |
| JENNIFER RUBADO | NONE | $83,288 | — | $83,288 |
| THOMAS NANNA | NONE | $82,514 | — | $82,514 |
| SAGE DUNN | NONE | $81,689 | — | $81,689 |
| MARK CHILDS | NONE | $80,355 | — | $80,355 |
| ALEXANDER CONNOLLY | NONE | $80,316 | — | $80,316 |
| RUSSELL MORREALE | NONE | $76,152 | — | $76,152 |
| JOHN TIERNEY | NONE | $75,475 | — | $75,475 |
| MA POLCE CONSULTING, INC. | NONE | $74,694 | — | $74,694 |
| KRISTIN ALLEN | NONE | $71,653 | — | $71,653 |
| PAULA CURRO | NONE | $67,964 | — | $67,964 |
| BARBARA ACEY | NONE | $65,460 | — | $65,460 |
| MICHELLE DEEMER | NONE | $64,143 | — | $64,143 |
| DENISE GOMEZ | NONE | $63,995 | — | $63,995 |
| KIM CUNNINGHAM | NONE | $60,145 | — | $60,145 |
| ROSEMARY INSALACO | NONE | $59,968 | — | $59,968 |
| BRYNN DAVIS | NONE | $52,072 | — | $52,072 |
| AMY LEVEA | NONE | $47,489 | — | $47,489 |
| SIRIUS COMPUTER SOLUTIONS | NONE | $46,510 | — | $46,510 |
| CHARLES MARTIN | NONE | $46,266 | — | $46,266 |
| PENSION BENEFIT INFORMATION, LLC | NONE | $39,692 | — | $39,692 |
| IMMEDIATE MAILING SERVICE | NONE | $34,090 | — | $34,090 |
| SANDRA CARTER | NONE | $30,816 | — | $30,816 |
| HONEYWELL | NONE | $30,702 | — | $30,702 |
| CORPORATE MAINTENANCE SYSTEMS | NONE | $30,605 | — | $30,605 |
| WILLIAM ARNAULT | NONE | $30,365 | — | $30,365 |
| IRON MOUNTAIN | NONE | $19,284 | — | $19,284 |
| NORTHLAND COMMUNICATIONS | NONE | $19,206 | — | $19,206 |
| SULLIVAN, HAZELTINE, ALLINSON | NONE | $19,098 | — | $19,098 |
| EVANGUARD SOLUTIONS, INC | NONE | $15,000 | — | $15,000 |
| ALIX PARTNERS LLP | NONE | $14,212 | — | $14,212 |
| WB MASON COMPANY | NONE | $12,915 | — | $12,915 |
| LIFE STATUS 360, LLC | NONE | $12,539 | — | $12,539 |
| TOSHIBA FINANCIAL SERVICES | NONE | $11,783 | — | $11,783 |
| C.R. FLETCHER TEMPS | NONE | $11,236 | — | $11,236 |
| INSIGHT DIRECT USA, INC. | NONE | $10,175 | — | $10,175 |
| LANPHEAR LANDSCAPES, INC | NONE | $9,558 | — | $9,558 |
| AMTRUST NORTH AMERICA | NONE | $8,628 | — | $8,628 |
| SHRED-IT USA LLC | NONE | $6,869 | — | $6,869 |
| GEORGE HARRIGAN | NONE | $5,874 | — | $5,874 |
| FRESCHE SOLUTIONS USA CORP | NONE | $5,840 | — | $5,840 |
| QUADIENT LEASING USA, INC | NONE | $5,767 | — | $5,767 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JEFFREY HELLER — NONE
- MORGAN, LEWIS & BOCKIUS — NONE
- GROOM LAW GROUP — NONE
- KENNETH STILWELL — NONE
- DAWN MAY — NONE
- JENNIFER PARAVATI — NONE
- JOSEPH SALERNO — NONE
- MARISSA SALERNO — NONE
- TIMOTHY RICH — NONE
- D'ARCANGELO & CO., LLP — NONE
- JENNIFER RUBADO — NONE
- THOMAS NANNA — NONE
- SAGE DUNN — NONE
- MARK CHILDS — NONE
- ALEXANDER CONNOLLY — NONE
- RUSSELL MORREALE — NONE
- JOHN TIERNEY — NONE
- KRISTIN ALLEN — NONE
- PAULA CURRO — NONE
- BARBARA ACEY — NONE
- MICHELLE DEEMER — NONE
- DENISE GOMEZ — NONE
- KIM CUNNINGHAM — NONE
- ROSEMARY INSALACO — NONE
- BRYNN DAVIS — NONE
- AMY LEVEA — NONE
- CHARLES MARTIN — NONE
- SANDRA CARTER — NONE
- WILLIAM ARNAULT — NONE
- GEORGE HARRIGAN — NONE
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 |