2023 Form 5500 filing — Nysut Staff 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240808133220NAL0004972209001) for Nysut Staff 401(K) Plan, reported by New York State United Teachers under EIN 14-1584772 and plan number 002. It reports 608 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240808133220NAL0004972209001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- New York State United Teachers
- EIN
- 14-1584772
- Plan number
- 002
- Location
- Latham, NY
- Participants
- 608
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $238,596,549
- Total liabilities (EOY)
- $11,000
- Net assets (EOY)
- $238,585,549
- Employer contributions
- $2,329,625
- Participant contributions
- $4,402,892
- Total income / additions
- $45,774,969
- Benefits paid
- $17,729,614
- Administrative expenses
- $54,350
- Total expenses
- $17,788,595
- Net increase / (decrease)
- $27,986,374
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fiducient Advisors | INVESTMENT ADVISOR | $44,000 | not reported in the loaded dataset |
| Bonadio & Co. Llp | ACCOUNTANT/AUDITOR | $10,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$221,500 | $0 |