New York State United Teachers Member Benefits Trust — 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, New York State United Teachers Member Benefits Trust is a benefit plan reported by New York State United Teachers under EIN 22-2480854 and plan number 503. The latest loaded filing year is 2023. The filing reports 162,416 participants and $102,938,807 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- New York State United Teachers
- EIN
- 22-2480854
- Plan number
- 503
- Plan type
- 1
- Location
- Latham, NY
- Latest filing year
- 2023
- Participants
- 162,416
- End-of-year plan assets
- $102,938,807
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 162,416 | H, C | 20250331102802NAL0008546528002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $102,938,807
- Total liabilities (EOY)
- $38,765,063
- Net assets (EOY)
- $64,173,744
- Net assets (BOY)
- $52,589,894
Income & contributions
- Participant contributions
- $4,172,974
- Total contributions
- $4,172,974
- Total income / additions
- $22,722,676
Expenses & distributions
- Benefits paid
- $3,699,358
- Administrative expenses
- $7,439,468
- Total expenses
- $11,138,826
- Net increase / (decrease)
- $11,583,850
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nysut | EMP ORGANIZATION | $5,918,564 | not reported in the loaded dataset | 2023 |
| Rutgers Health - Ubhc | not reported in the loaded dataset | $605,097 | not reported in the loaded dataset | 2023 |
| Feldman, Kramer & Monaco, Pc | not reported in the loaded dataset | $560,000 | not reported in the loaded dataset | 2023 |
| Benchemark Printing Inc | not reported in the loaded dataset | $450,310 | not reported in the loaded dataset | 2023 |
| Calm.Com, Inc | not reported in the loaded dataset | $439,998 | not reported in the loaded dataset | 2023 |
| Stacey Braun Associates, Inc | not reported in the loaded dataset | $227,104 | not reported in the loaded dataset | 2023 |
| Davis Vision | not reported in the loaded dataset | $206,961 | not reported in the loaded dataset | 2023 |
| Pj Green Inc | not reported in the loaded dataset | $191,509 | not reported in the loaded dataset | 2023 |
| Halo Branded Solutions, Inc | not reported in the loaded dataset | $161,998 | not reported in the loaded dataset | 2023 |
| Meyer, Suozzi, English & Klein, Pc | not reported in the loaded dataset | $161,379 | not reported in the loaded dataset | 2023 |
| Nysut Member Benefits Corporation | WHOLLY OWNED SUBSIDIARY | $145,986 | not reported in the loaded dataset | 2023 |
| The Wagner Law Group | not reported in the loaded dataset | $130,325 | not reported in the loaded dataset | 2023 |
| The Segal Company (Eastern States) | not reported in the loaded dataset | $96,538 | not reported in the loaded dataset | 2023 |
| Weaver And Tidwell, Llp | not reported in the loaded dataset | $68,194 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services | not reported in the loaded dataset | $0 | $58,155 | 2023 |
| Wellington Trust Company | not reported in the loaded dataset | $51,849 | not reported in the loaded dataset | 2023 |
| City Of New York | CONTRIBUTING EMPLOYER | $21,667 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | not reported in the loaded dataset | $15,000 | not reported in the loaded dataset | 2023 |
| Cambridge Credit Counseling Corp. | not reported in the loaded dataset | $12,500 | not reported in the loaded dataset | 2023 |
| Nbt Bank, N.A. | not reported in the loaded dataset | $11,106 | not reported in the loaded dataset | 2023 |
| Future Us LLC | not reported in the loaded dataset | $9,825 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for New York State United Teachers
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Latham, NY
- Nysut — Schedule C compensation
- Rutgers Health - Ubhc — Schedule C compensation
- Feldman, Kramer & Monaco, Pc — Schedule C compensation
- Benchemark Printing Inc — Schedule C compensation
- Calm.Com, Inc — Schedule C compensation
- Stacey Braun Associates, Inc — Schedule C compensation
- Davis Vision — Schedule C compensation
- Pj Green Inc — Schedule C compensation
- Halo Branded Solutions, Inc — Schedule C compensation
- Meyer, Suozzi, English & Klein, Pc — Schedule C compensation
- Nysut Member Benefits Corporation — Schedule C compensation
- The Wagner Law Group — Schedule C compensation
- The Segal Company (Eastern States) — Schedule C compensation
- Weaver And Tidwell, Llp — Schedule C compensation
- Segal Select Insurance Services — Schedule C compensation
- Wellington Trust Company — Schedule C compensation
- City Of New York — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Cambridge Credit Counseling Corp. — Schedule C compensation
- Nbt Bank, N.A. — Schedule C compensation
- Future Us LLC — Schedule C compensation