BD of Trust Upstate New York Engineers Pension Fund's EIN is 15-0614642.
Download the official 2024 Form 5500 (PDF) for BD of Trust Upstate New York Engineers Pension Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)BD of Trust Upstate New York Engineers Pension Fund's plan includes a cash-balance formula.
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEI INVESTMENT MANAGEMENT CORP. | 23-1707341 | — | NONE | $1.4M | — |
| UPSTATE ADVISORS GROUP | 16-1540179 | — | NONE | $25K | — |
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.
| % of plan | |||
|---|---|---|---|
| SEI CORE PROPERTY COLLECTIVE INV TR SEI TRUST COMPANY · EIN 27-3224429 / PN 045 | Common Collective Trust | $39.1M | 8.6% |
| SEI SPECIAL SITUATIONS COLL. INV TR SEI TRUST COMPANY · EIN 27-0977453 / PN 038 | Common Collective Trust | $21.2M | 4.7% |
| SEI GLOBAL PRIVATE ASSETS V CIT SEI TRUST COMPANY · EIN 84-3069065 / PN 136 | Common Collective Trust | $9.1M | 2.0% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHULTHEIS & PANETTIERI, LLP | 13-1577780 | — | AUDITOR | $106K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SLEVIN & HART, P.C. | 52-1708613 | — | ATTORNEY | $70K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOSEPH W. MCCARTHY & ASSOCIATES | 16-1120588 | — | NONE | $110K | — |
| BLITMAN & KING, LLP | 16-1047304 | — | NONE | $89K | — |
| BOLTON PARTNERS NE, INC. | 27-3666661 | — | NONE | $79K | — |
| PRINCIPAL | 51-0099493 | — | NONE | $44K | — |
| ARCARA, ZUCARELLI, LENDA & ASSOC. | 47-1793720 | — | NONE | $37K | — |
| THE SEGAL CO. (EASTERN STATES), INC | 13-1835864 | — | NONE | $23K | — |
| BRIDGEWAY BENEFITS TECHNOLOGIES | 52-1796473 | — | NONE | $11K | — |
| VITEC SOLUTIONS | 20-2309384 | — | NONE | $10K | — |
| SEGAL SELECT INSURANCE SVC, INC. | 46-0619194 | — | NONE | $0 | — |
