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Original filing (PDF)20250304151330NAL0007130081001
NEW YORK STATE UNITED TEACHERS
Form 5500
FILING_RECEIVED
NYSUT EMPLOYEES RETIREMENT PLAN
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
391
Accounts w/ balance
—
Plan assets (EOY)
$465.6M
Net assets (EOY)
$465.4M
How this plan invests
This plan
3 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
65
Vendor stack
80
Participation health
100
Knocking points off
- 20 bps in Schedule C fees — 97% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEW YORK STATE UNITED TEACHERS.
Plan sponsor
Name
NEW YORK STATE UNITED TEACHERS
EIN
14-1584772
Address
800 TROY-SCHENECTADY ROAD · LATHAM, NY · 121102455
Phone
(518) 213-6000
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-09-01
Tax period
2024-08-31
Filed
2025-03-04
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
BONADIO & CO., LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEI TRUST COMPANY | 88-1328306 | — | NONE | $813K | — |
| US BANK NATIONAL ASSOCIATION | 31-0841368 | — | NONE | $53K | — |
| SEGAL MARCO ADVISORS | 13-2646110 | — | NONE | $50K | — |
Investments
3 pooled funds· $27.4M(6% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| SEI CORE PROPERTY COLLECTIVE TRUST SEI TRUST COMPANY · EIN 27-3224429 / PN 045 | Common Collective Trust | $17.5M | 3.7% |
| SEI SECONDARY OPPORTUNITY FUND I SEI TRUST COMPANY · EIN 88-1328306 / PN 159 | Common Collective Trust | $5.8M | 1.2% |
| SEI GLOBAL PRIVATE ASSETS VI SEI TRUST COMPANY · EIN 92-0237855 / PN 165 | Common Collective Trust | $4.2M | 0.9% |