2023 Form 5500 filing — Upstate New York Engineers Health Fund
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 20241210081227NAL0015414960001) for Upstate New York Engineers Health Fund, reported by Board Of Trustees Upstate New York Engineers Health Fund under EIN 15-0582931 and plan number 501. It reports 2,887 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241210081227NAL0015414960001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Upstate New York Engineers Health Fund
- EIN
- 15-0582931
- Plan number
- 501
- Location
- Syracuse, NY
- Participants
- 2,887
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $120,779,135
- Total liabilities (EOY)
- $7,657,254
- Net assets (EOY)
- $113,121,881
- Employer contributions
- $44,146,577
- Participant contributions
- $3,449,155
- Total income / additions
- $57,123,421
- Benefits paid
- $46,180,587
- Administrative expenses
- $2,631,592
- Total expenses
- $48,812,179
- Net increase / (decrease)
- $8,311,242
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aetna | NONE | $685,445 | not reported in the loaded dataset |
| Nova Healthcare Administrators | NONE | $294,077 | not reported in the loaded dataset |
| Sei Investment Management Corp. | INVESTMENT MANAGER | $292,036 | $0 |
| Deborah Spaulding | NONE | $177,900 | not reported in the loaded dataset |
| Joseph W. Mccarthy & Associates | NONE | $118,686 | not reported in the loaded dataset |
| Slevin & Hart, P.C | ATTORNEY | $102,198 | not reported in the loaded dataset |
| Christine Fiacco | NONE | $98,282 | not reported in the loaded dataset |
| Laurie Fredette | NONE | $89,707 | not reported in the loaded dataset |
| Vickie Croad | NONE | $83,217 | not reported in the loaded dataset |
| Nina Nicholson | NONE | $77,478 | not reported in the loaded dataset |
| Christine Nasiatka | NONE | $77,092 | not reported in the loaded dataset |
| Jennifer Mccord | NONE | $75,876 | not reported in the loaded dataset |
| Schultheis & Panettieri, Llp | AUDITOR | $74,324 | not reported in the loaded dataset |
| Pegeen Jackson | NONE | $74,121 | not reported in the loaded dataset |
| Victoria Cole | NONE | $72,997 | not reported in the loaded dataset |
| Optum Rx | NONE | $40,629 | $28,397 |
| Kellie Ellsworth | NONE | $68,082 | not reported in the loaded dataset |
| Sarah Quinn | NONE | $66,432 | not reported in the loaded dataset |
| Kelley Harrigan | NONE | $63,489 | not reported in the loaded dataset |
| Delta Dental Of Ny Inc. | NONE | $53,312 | not reported in the loaded dataset |
| April Mccord | NONE | $51,635 | not reported in the loaded dataset |
| Patricia Reitz | NONE | $50,274 | not reported in the loaded dataset |
| Blitman & King, Llp | ATTORNEY | $44,613 | not reported in the loaded dataset |
| Bolton Partners Ne, Inc. | NONE | $40,913 | $0 |
| Chris Spaulding | NONE | $38,786 | not reported in the loaded dataset |
| Arcara. Zucarelli, Lenda & Assoc. | NONE | $33,616 | not reported in the loaded dataset |
| Deborah Reinhart | NONE | $32,388 | not reported in the loaded dataset |
| Courtney Evans | NONE | $31,745 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $25,998 | not reported in the loaded dataset |
| Ap Benefit Advisors LLC | NONE | $0 | $21,085 |
| Vitec Solutions | NONE | $17,616 | not reported in the loaded dataset |
| Principal | NONE | $13,827 | $0 |
| Davis Vision | NONE | $11,492 | not reported in the loaded dataset |
| Upstate Advisors Group | NONE | $9,661 | not reported in the loaded dataset |
| Segal Select Insurance Services, In | NONE | $0 | $8,866 |