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Original filing (PDF)20251014074322NAL0004973586001
CIVIL SERVICE EMPLOYEES ASSOCIATION
Form 5500
FILING_RECEIVED
CIVIL SERVICE EMPLOYEES ASSOCIATION, INC. PENSION PLAN
Defined-benefit pension plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
290
Accounts w/ balance
—
Plan assets (EOY)
$207.7M
Net assets (EOY)
$207.7M
How this plan invests
This plan
2 pooled trusts
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: INVESCO CORE PLUS FIXED INCOME TRST (no filing on disk)]" is 100% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (5 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CIVIL SERVICE EMPLOYEES ASSOCIATION.
Plan sponsor
Name
CIVIL SERVICE EMPLOYEES ASSOCIATION
EIN
14-0479613
Address
143 WASHINGTON AVENUE · ALBANY, NY · 122102303
Phone
(518) 257-1000
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
BONADIO & CO., LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRUSTCO BANK | 14-6087405 | — | NONE | $74K | — |
| VOYA INVESTMENT TRUST CO. | 06-1440627 | — | NONE | $24K | — |
Investments
2 pooled funds· $60.3M(29% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| INVESCO CORE PLUS FIXED INCOME TRST INVESCO NATIONAL TRUST CO. · EIN 84-0591534 / PN 001 | Common Collective Trust | — | — | $60.3M | 29.0% | |
| VOYA SENIOR LOAN TRUST FUND VOYA INVESTMENT TRUST CO. · EIN 06-1440627 / PN 045 | Common Collective Trust | — | — | $0 | <0.1% |