Nysut Staff 401(K) Plan — Form 5500 plan (New York State United Teachers)
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, Nysut Staff 401(K) Plan is a benefit plan reported by New York State United Teachers under EIN 14-1584772 and plan number 002. The latest loaded filing year is 2023. The filing reports 608 participants and $238,596,549 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- New York State United Teachers
- EIN
- 14-1584772
- Plan number
- 002
- Plan type
- 2
- Location
- Latham, NY
- Latest filing year
- 2023
- Participants
- 608
- End-of-year plan assets
- $238,596,549
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 608 | H, C | 20240808133220NAL0004972209001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $238,596,549
- Total liabilities (EOY)
- $11,000
- Net assets (EOY)
- $238,585,549
- Net assets (BOY)
- $210,599,175
Income & contributions
- Employer contributions
- $2,329,625
- Participant contributions
- $4,402,892
- Total contributions
- $6,908,400
- Total income / additions
- $45,774,969
Expenses & distributions
- Benefits paid
- $17,729,614
- Administrative expenses
- $54,350
- Total expenses
- $17,788,595
- Net increase / (decrease)
- $27,986,374
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fiducient Advisors | INVESTMENT ADVISOR | $44,000 | not reported in the loaded dataset | 2023 |
| Bonadio & Co. Llp | ACCOUNTANT/AUDITOR | $10,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$221,500 | $0 | 2023 |