Upstate New York Engineers Health Fund — Form 5500 plan (Board Of Trustees Upstate New York Engineers Health Fund)
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, Upstate New York Engineers Health Fund is a benefit plan reported by Board Of Trustees Upstate New York Engineers Health Fund under EIN 15-0582931 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,887 participants and $120,779,135 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Upstate New York Engineers Health Fund
- EIN
- 15-0582931
- Plan number
- 501
- Plan type
- 1
- Location
- Syracuse, NY
- Latest filing year
- 2023
- Participants
- 2,887
- End-of-year plan assets
- $120,779,135
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,887 | H, C | 20241210081227NAL0015414960001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $120,779,135
- Total liabilities (EOY)
- $7,657,254
- Net assets (EOY)
- $113,121,881
- Net assets (BOY)
- $104,810,639
Income & contributions
- Employer contributions
- $44,146,577
- Participant contributions
- $3,449,155
- Total contributions
- $47,595,732
- Total income / additions
- $57,123,421
Expenses & distributions
- Benefits paid
- $46,180,587
- Administrative expenses
- $2,631,592
- Total expenses
- $48,812,179
- Net increase / (decrease)
- $8,311,242
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aetna | NONE | $685,445 | not reported in the loaded dataset | 2023 |
| Nova Healthcare Administrators | NONE | $294,077 | not reported in the loaded dataset | 2023 |
| Sei Investment Management Corp. | INVESTMENT MANAGER | $292,036 | $0 | 2023 |
| Deborah Spaulding | NONE | $177,900 | not reported in the loaded dataset | 2023 |
| Joseph W. Mccarthy & Associates | NONE | $118,686 | not reported in the loaded dataset | 2023 |
| Slevin & Hart, P.C | ATTORNEY | $102,198 | not reported in the loaded dataset | 2023 |
| Christine Fiacco | NONE | $98,282 | not reported in the loaded dataset | 2023 |
| Laurie Fredette | NONE | $89,707 | not reported in the loaded dataset | 2023 |
| Vickie Croad | NONE | $83,217 | not reported in the loaded dataset | 2023 |
| Nina Nicholson | NONE | $77,478 | not reported in the loaded dataset | 2023 |
| Christine Nasiatka | NONE | $77,092 | not reported in the loaded dataset | 2023 |
| Jennifer Mccord | NONE | $75,876 | not reported in the loaded dataset | 2023 |
| Schultheis & Panettieri, Llp | AUDITOR | $74,324 | not reported in the loaded dataset | 2023 |
| Pegeen Jackson | NONE | $74,121 | not reported in the loaded dataset | 2023 |
| Victoria Cole | NONE | $72,997 | not reported in the loaded dataset | 2023 |
| Optum Rx | NONE | $40,629 | $28,397 | 2023 |
| Kellie Ellsworth | NONE | $68,082 | not reported in the loaded dataset | 2023 |
| Sarah Quinn | NONE | $66,432 | not reported in the loaded dataset | 2023 |
| Kelley Harrigan | NONE | $63,489 | not reported in the loaded dataset | 2023 |
| Delta Dental Of Ny Inc. | NONE | $53,312 | not reported in the loaded dataset | 2023 |
| April Mccord | NONE | $51,635 | not reported in the loaded dataset | 2023 |
| Patricia Reitz | NONE | $50,274 | not reported in the loaded dataset | 2023 |
| Blitman & King, Llp | ATTORNEY | $44,613 | not reported in the loaded dataset | 2023 |
| Bolton Partners Ne, Inc. | NONE | $40,913 | $0 | 2023 |
| Chris Spaulding | NONE | $38,786 | not reported in the loaded dataset | 2023 |
| Arcara. Zucarelli, Lenda & Assoc. | NONE | $33,616 | not reported in the loaded dataset | 2023 |
| Deborah Reinhart | NONE | $32,388 | not reported in the loaded dataset | 2023 |
| Courtney Evans | NONE | $31,745 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $25,998 | not reported in the loaded dataset | 2023 |
| Ap Benefit Advisors LLC | NONE | $0 | $21,085 | 2023 |
| Vitec Solutions | NONE | $17,616 | not reported in the loaded dataset | 2023 |
| Principal | NONE | $13,827 | $0 | 2023 |
| Davis Vision | NONE | $11,492 | not reported in the loaded dataset | 2023 |
| Upstate Advisors Group | NONE | $9,661 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services, In | NONE | $0 | $8,866 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Upstate New York Engineers Health Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Syracuse, NY
- Aetna — Schedule C compensation
- Nova Healthcare Administrators — Schedule C compensation
- Sei Investment Management Corp. — Schedule C compensation
- Deborah Spaulding — Schedule C compensation
- Joseph W. Mccarthy & Associates — Schedule C compensation
- Slevin & Hart, P.C — Schedule C compensation
- Christine Fiacco — Schedule C compensation
- Laurie Fredette — Schedule C compensation
- Vickie Croad — Schedule C compensation
- Nina Nicholson — Schedule C compensation
- Christine Nasiatka — Schedule C compensation
- Jennifer Mccord — Schedule C compensation
- Schultheis & Panettieri, Llp — Schedule C compensation
- Pegeen Jackson — Schedule C compensation
- Victoria Cole — Schedule C compensation
- Optum Rx — Schedule C compensation
- Kellie Ellsworth — Schedule C compensation
- Sarah Quinn — Schedule C compensation
- Kelley Harrigan — Schedule C compensation
- Delta Dental Of Ny Inc. — Schedule C compensation
- April Mccord — Schedule C compensation
- Patricia Reitz — Schedule C compensation
- Blitman & King, Llp — Schedule C compensation
- Bolton Partners Ne, Inc. — Schedule C compensation
- Chris Spaulding — Schedule C compensation
- Arcara. Zucarelli, Lenda & Assoc. — Schedule C compensation
- Deborah Reinhart — Schedule C compensation
- Courtney Evans — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Ap Benefit Advisors LLC — Schedule C compensation
- Vitec Solutions — Schedule C compensation
- Principal — Schedule C compensation
- Davis Vision — Schedule C compensation
- Upstate Advisors Group — Schedule C compensation
- Segal Select Insurance Services, In — Schedule C compensation