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Original filing (PDF)20260108090533NAL0016547090001
BD OF TRUST UPSTATE NEW YORK ENGINEERS PENSION FUND
Form 5500
FILING_RECEIVED
UPSTATE NEW YORK ENGINEERS PENSION FUND
Defined-benefit pension plan
Signals · 3
56% in single holdingNo recordkeeper disclosed13 service providers
Active participants
2,462
Accounts w/ balance
—
Plan assets (EOY)
$454.6M
Net assets (EOY)
$453.8M
How this plan invests
This plan
3 pooled trusts
Schedule D
3 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
- Top holding "[DFE: SEI CORE PROPERTY COLLECTIVE INVESTMENT TRUST (extraction pending)]" is 56% of plan.
- 44 bps in Schedule C fees — 344% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BD OF TRUST UPSTATE NEW YORK ENGINEERS PENSION FUND.
Plan sponsor
Name
BD OF TRUST UPSTATE NEW YORK ENGINEERS PENSION FUND
EIN
15-0614642
Address
101 INTREPID LANE · P.O. BOX 100- COLVIN STATION · SYRACUSE, NY · 132050100
Phone
(315) 492-1796
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2026-01-08
Pension benefit codes
1B · Flat-dollar DB formula
1C · Cash balance or similar hybrid DB
Audit & trust (Schedule H)
Auditor
SCHULTHEIS & PANETTIERI, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
13 rowsAccountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHULTHEIS & PANETTIERI, LLP | 13-1577780 | — | AUDITOR | $106K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SLEVIN & HART, P.C. | 52-1708613 | — | ATTORNEY | $70K | — |
Other
11| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEI INVESTMENT MANAGEMENT CORP. | 23-1707341 | — | NONE | $1.4M | — |
| 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 | — |
| UPSTATE ADVISORS GROUP | 16-1540179 | — | NONE | $25K | — |
| 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 | — |
Investments
3 pooled funds· $69.3M(15% 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 |
|---|---|---|---|---|---|---|
| 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% |