Upstate Advisors Group — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Upstate Advisors Group is reported as a service provider on 5 loaded Form 5500 filing(s) across 5 plan sponsor(s) and 5 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $67,961 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $67,961
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $67,961
- Filings
- 5
- Plan sponsors
- 5
- Plans
- 5
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Bd Of Trust Upstate New York Engineers Pension Fund | NY | 1 | $24,800 |
| Central New York Laborers' Pension Fund Board Of Trustees | NY | 1 | $21,200 |
| Board Of Trustees Upstate New York Engineers Health Fund | NY | 1 | $9,661 |
| Central New York Laborers' Annuity Fund Board Of Trustees | NY | 1 | $7,300 |
| Service Employees Benefit Fund | NY | 1 | $5,000 |
State footprint
Plans reporting Upstate Advisors Group are sponsored in NY (5).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Bd Of Trust Upstate New York Engineers Pension Fund | Upstate New York Engineers Pension Fund | 2023 | $24,800 | not reported in the loaded dataset |
| Central New York Laborers' Pension Fund Board Of Trustees | Central New York Laborers' Pension Fund | 2023 | $21,200 | not reported in the loaded dataset |
| Board Of Trustees Upstate New York Engineers Health Fund | Upstate New York Engineers Health Fund | 2023 | $9,661 | not reported in the loaded dataset |
| Central New York Laborers' Annuity Fund Board Of Trustees | Central New York Laborers' Annuity Fund | 2023 | $7,300 | not reported in the loaded dataset |
| Service Employees Benefit Fund | Service Employees Benefit Fund | 2023 | $5,000 | not reported in the loaded dataset |
Related Form 5500 pages
- Upstate New York Engineers Pension Fund (plan 001)
- Bd Of Trust Upstate New York Engineers Pension Fund — all reported plans
- Central New York Laborers' Pension Fund (plan 001)
- Central New York Laborers' Pension Fund Board Of Trustees — all reported plans
- Upstate New York Engineers Health Fund (plan 501)
- Board Of Trustees Upstate New York Engineers Health Fund — all reported plans
- Central New York Laborers' Annuity Fund (plan 002)
- Central New York Laborers' Annuity Fund Board Of Trustees — all reported plans
- Service Employees Benefit Fund (plan 501)
- Service Employees Benefit Fund — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources