2023 Form 5500 filing — Upstate New York Bakery Drivers And Industry Pension 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 20250131143349NAL0001386915005) for Upstate New York Bakery Drivers And Industry Pension Fund, reported by Trustees Of The Upstate New York Bakery Drivers And Industry Pension F under EIN 15-0612437 and plan number 001. It reports 2,276 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250131143349NAL0001386915005
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of The Upstate New York Bakery Drivers And Industry Pension F
- EIN
- 15-0612437
- Plan number
- 001
- Location
- Syracuse, NY
- Participants
- 2,276
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $102,336,408
- Total liabilities (EOY)
- $153,726
- Net assets (EOY)
- $102,182,682
- Employer contributions
- $5,401,953
- Total income / additions
- $11,234,157
- Benefits paid
- $9,738,527
- Administrative expenses
- $871,596
- Total expenses
- $10,610,123
- Net increase / (decrease)
- $624,034
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Shawn D. Meyers | STAFF | $83,693 | not reported in the loaded dataset |
| Investment Performance Services, Ll | NONE | $80,000 | $0 |
| O'Sullivan Associates | NONE | $66,958 | $6,445 |
| Teal,Becker & Chiaramonte Cpas Pc | NONE | $64,150 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $62,690 | not reported in the loaded dataset |
| Morgan, Lewis & Bockius Llp | NONE | $58,031 | not reported in the loaded dataset |
| Nys Teamsters Pension & Retirement | NONE | $54,552 | not reported in the loaded dataset |
| Wedge Capital Management Llp | NONE | $49,648 | $0 |
| Hamilton Lane Advisors | NONE | $0 | $41,250 |
| Bisceglie & Demarco, LLC | NONE | $28,500 | not reported in the loaded dataset |
| Joseph Mccarthy & Associates | NONE | $28,496 | not reported in the loaded dataset |
| U.S. Bank National Association | not reported in the loaded dataset | $20,200 | $0 |
| Jpmorgan Chase Bank | NONE | $17,205 | not reported in the loaded dataset |
| Chartwell Investment Partners, LLC | NONE | $14,376 | not reported in the loaded dataset |