New York State Nurses Association Pension Plan — Form 5500 plan (Board Of Trustees-New York State Nurses Association Pension Plan)
Plain-English plan 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, New York State Nurses Association Pension Plan is a benefit plan reported by Board Of Trustees-New York State Nurses Association Pension Plan under EIN 13-6604799 and plan number 001. The latest loaded filing year is 2023. The filing reports 42,676 participants and $5,451,988,225 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees-New York State Nurses Association Pension Plan
- EIN
- 13-6604799
- Plan number
- 001
- Plan type
- 1
- Location
- Albany, NY
- Latest filing year
- 2023
- Participants
- 42,676
- End-of-year plan assets
- $5,451,988,225
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 42,676 | H, C | 20241010144816NAL0036168704001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,451,988,225
- Total liabilities (EOY)
- $18,206,082
- Net assets (EOY)
- $5,433,782,143
- Net assets (BOY)
- $5,007,070,277
Income & contributions
- Employer contributions
- $203,250,766
- Total contributions
- $203,250,766
- Total income / additions
- $766,619,555
Expenses & distributions
- Benefits paid
- $301,025,974
- Administrative expenses
- $38,881,715
- Total expenses
- $339,907,689
- Net increase / (decrease)
- $426,711,866
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Corbin Capital Partners Lp | NONE | $3,244,145 | $0 | 2023 |
| Pathway Capital Management | NONE | $1,965,111 | not reported in the loaded dataset | 2023 |
| The Townsend Group | NONE | $1,641,508 | not reported in the loaded dataset | 2023 |
| Loomis, Sayles & Co. | NONE | $1,557,881 | $0 | 2023 |
| Covington & Burling | NONE | $1,555,924 | not reported in the loaded dataset | 2023 |
| Walter Scott And Partners Ltd | NONE | $1,400,958 | not reported in the loaded dataset | 2023 |
| Wcm Management | NONE | $1,290,971 | $0 | 2023 |
| Cliffwater LLC | NONE | $1,110,147 | not reported in the loaded dataset | 2023 |
| Janus | NONE | $1,021,248 | $0 | 2023 |
| Commonwealth Credit Advisors, LLC | NONE | $967,452 | $0 | 2023 |
| Brandywine Global | NONE | $836,235 | not reported in the loaded dataset | 2023 |
| Prosakuer Rose, Llp | NONE | $698,854 | not reported in the loaded dataset | 2023 |
| Barings LLC | NONE | $684,540 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | CUSTODIAN | $675,000 | $0 | 2023 |
| Arrowstreet | NONE | $668,652 | $0 | 2023 |
| American Century | NONE | $618,044 | $0 | 2023 |
| Nepc LLC | NONE | $575,000 | not reported in the loaded dataset | 2023 |
| Artisan Partners Llp | NONE | $571,193 | $0 | 2023 |
| William Blair & Company | NONE | $546,434 | $0 | 2023 |
| Copeland Capital Management | NONE | $544,746 | not reported in the loaded dataset | 2023 |
| Chief Investment Officer | EMPLOYEE | $537,629 | not reported in the loaded dataset | 2023 |
| Nuance Investments | NONE | $525,670 | not reported in the loaded dataset | 2023 |
| Mackay Shields Investment | NONE | $491,464 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | TRUSTEE | $363,256 | $0 | 2023 |
| Cohen Weiss & Simon | NONE | $333,121 | not reported in the loaded dataset | 2023 |
| Ubs Global Asset Management | NONE | $233,878 | not reported in the loaded dataset | 2023 |
| Horizon Actuarial Services | NONE | $198,868 | not reported in the loaded dataset | 2023 |
| Chief Executive Officer | EMPLOYEE | $192,945 | not reported in the loaded dataset | 2023 |
| Uhy, Llp | NONE | $185,645 | not reported in the loaded dataset | 2023 |
| Co-Director Of Research 2 | EMPLOYEE | $180,518 | not reported in the loaded dataset | 2023 |
| Investment Analyst 2 | EMPLOYEE | $162,551 | not reported in the loaded dataset | 2023 |
| Pension Manager | EMPLOYEE | $162,528 | not reported in the loaded dataset | 2023 |
| Co-Director Of Research 1 | EMPLOYEE | $161,091 | not reported in the loaded dataset | 2023 |
| Sr Investment Analyst | EMPLOYEE | $158,555 | not reported in the loaded dataset | 2023 |
| Chief Operating Officer | EMPLOYEE | $147,071 | not reported in the loaded dataset | 2023 |
| Jp Morgan Investment Management Inc | NONE | $131,612 | not reported in the loaded dataset | 2023 |
| Investment Analyst 1 | EMPLOYEE | $118,320 | not reported in the loaded dataset | 2023 |
| Pension Department Supervisor | EMPLOYEE | $112,076 | not reported in the loaded dataset | 2023 |
| Lazard | NONE | $112,028 | $0 | 2023 |
| Investment Analyst 3 | EMPLOYEE | $105,032 | not reported in the loaded dataset | 2023 |
| Administrative Assistant 3 | EMPLOYEE | $104,296 | not reported in the loaded dataset | 2023 |
| Administrative Assistant 4 | EMPLOYEE | $100,425 | not reported in the loaded dataset | 2023 |
| It Manager | EMPLOYEE | $99,083 | not reported in the loaded dataset | 2023 |
| Pension Analyst 2 | EMPLOYEE | $95,527 | not reported in the loaded dataset | 2023 |
| Pension Analyst 6 | EMPLOYEE | $95,397 | not reported in the loaded dataset | 2023 |
| Pension Analyst 1 | EMPLOYEE | $92,593 | not reported in the loaded dataset | 2023 |
| Pension Analyst 3 | EMPLOYEE | $91,881 | not reported in the loaded dataset | 2023 |
| Pension Analyst 4 | EMPLOYEE | $91,146 | not reported in the loaded dataset | 2023 |
| Pension Analyst 7 | EMPLOYEE | $88,496 | not reported in the loaded dataset | 2023 |
| Pension Analyst 5 | EMPLOYEE | $85,367 | not reported in the loaded dataset | 2023 |
| Controller | EMPLOYEE | $84,999 | not reported in the loaded dataset | 2023 |
| Pension Data Analyst | EMPLOYEE | $78,713 | not reported in the loaded dataset | 2023 |
| Administrative Assistant 2 | EMPLOYEE | $76,394 | not reported in the loaded dataset | 2023 |
| Pension Clerk | EMPLOYEE | $69,958 | not reported in the loaded dataset | 2023 |
| Communications Representative | EMPLOYEE | $68,535 | not reported in the loaded dataset | 2023 |
| Administrative Services Manager | EMPLOYEE | $64,750 | not reported in the loaded dataset | 2023 |
| Accounting Department Supervisor | EMPLOYEE | $63,115 | not reported in the loaded dataset | 2023 |
| Business Data Analyst | EMPLOYEE | $58,866 | not reported in the loaded dataset | 2023 |
| System Administrator | EMPLOYEE | $57,342 | not reported in the loaded dataset | 2023 |
| Sr. Communications Specialist | EMPLOYEE | $55,188 | not reported in the loaded dataset | 2023 |
| Administrative Assistant 1 | EMPLOYEE | $49,133 | not reported in the loaded dataset | 2023 |
| Hospital Services Representative | EMPLOYEE | $47,800 | not reported in the loaded dataset | 2023 |
| Sr Accounting Associate | EMPLOYEE | $46,498 | not reported in the loaded dataset | 2023 |
| System Administrator Ii | EMPLOYEE | $27,569 | not reported in the loaded dataset | 2023 |
| Seneca Consulting | NONE | $16,927 | not reported in the loaded dataset | 2023 |
| Dw Partners | NONE | $5,825 | $10,349 | 2023 |
| Usm Solutions | NONE | $5,461 | not reported in the loaded dataset | 2023 |
| Mcmorgan & Company | NONE | $0 | $0 | 2023 |
| Cbre Caledon | NONE | $0 | $0 | 2023 |
| Camden Asset Mangement | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees-New York State Nurses Association Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Albany, NY
- Corbin Capital Partners Lp — Schedule C compensation
- Pathway Capital Management — Schedule C compensation
- The Townsend Group — Schedule C compensation
- Loomis, Sayles & Co. — Schedule C compensation
- Covington & Burling — Schedule C compensation
- Walter Scott And Partners Ltd — Schedule C compensation
- Wcm Management — Schedule C compensation
- Cliffwater LLC — Schedule C compensation
- Janus — Schedule C compensation
- Commonwealth Credit Advisors, LLC — Schedule C compensation
- Brandywine Global — Schedule C compensation
- Prosakuer Rose, Llp — Schedule C compensation
- Barings LLC — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Arrowstreet — Schedule C compensation
- American Century — Schedule C compensation
- Nepc LLC — Schedule C compensation
- Artisan Partners Llp — Schedule C compensation
- William Blair & Company — Schedule C compensation
- Copeland Capital Management — Schedule C compensation
- Chief Investment Officer — Schedule C compensation
- Nuance Investments — Schedule C compensation
- Mackay Shields Investment — Schedule C compensation
- Cohen Weiss & Simon — Schedule C compensation
- Ubs Global Asset Management — Schedule C compensation
- Horizon Actuarial Services — Schedule C compensation
- Chief Executive Officer — Schedule C compensation
- Uhy, Llp — Schedule C compensation
- Co-Director Of Research 2 — Schedule C compensation
- Investment Analyst 2 — Schedule C compensation
- Pension Manager — Schedule C compensation
- Co-Director Of Research 1 — Schedule C compensation
- Sr Investment Analyst — Schedule C compensation
- Chief Operating Officer — Schedule C compensation
- Jp Morgan Investment Management Inc — Schedule C compensation
- Investment Analyst 1 — Schedule C compensation
- Pension Department Supervisor — Schedule C compensation
- Lazard — Schedule C compensation
- Investment Analyst 3 — Schedule C compensation
- Administrative Assistant 3 — Schedule C compensation
- Administrative Assistant 4 — Schedule C compensation
- It Manager — Schedule C compensation
- Pension Analyst 2 — Schedule C compensation
- Pension Analyst 6 — Schedule C compensation
- Pension Analyst 1 — Schedule C compensation
- Pension Analyst 3 — Schedule C compensation
- Pension Analyst 4 — Schedule C compensation
- Pension Analyst 7 — Schedule C compensation
- Pension Analyst 5 — Schedule C compensation
- Controller — Schedule C compensation
- Pension Data Analyst — Schedule C compensation
- Administrative Assistant 2 — Schedule C compensation
- Pension Clerk — Schedule C compensation
- Communications Representative — Schedule C compensation
- Administrative Services Manager — Schedule C compensation
- Accounting Department Supervisor — Schedule C compensation
- Business Data Analyst — Schedule C compensation
- System Administrator — Schedule C compensation
- Sr. Communications Specialist — Schedule C compensation
- Administrative Assistant 1 — Schedule C compensation
- Hospital Services Representative — Schedule C compensation
- Sr Accounting Associate — Schedule C compensation
- System Administrator Ii — Schedule C compensation
- Seneca Consulting — Schedule C compensation
- Dw Partners — Schedule C compensation
- Usm Solutions — Schedule C compensation
- Mcmorgan & Company — Schedule C compensation
- Cbre Caledon — Schedule C compensation
- Camden Asset Mangement — Schedule C compensation