Original filing (PDF)20251020084900NAL0000416739001

Board of Trustees Upstate New York Engineers Sub Fund

Name: Board of Trustees Upstate New York Engineers Sub Fund — Form 5500 Plan 502 (2024)
Creator: Board of Trustees Upstate New York Engineers Sub Fund
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Upstate New York Engineers Sub Fund

Health & welfare plan · Board of Trustees Upstate New York Engineers Sub Fund's Upstate New York Engineers Sub Fund held $3.4M in plan assets for 831 participants in 2024.

Signals · 2

100% in single holding~135 bps in Sched C fees

Active participants

831

Accounts w/ balance

—

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.2M

Plan identifiers

Board of Trustees Upstate New York Engineers Sub Fund's EIN is 16-0905061.

EIN 16-0905061

Plan number 502

Plan year 2024

ACK ID 20251020084900NAL0000416739001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Board of Trustees Upstate New York Engineers Sub Fund from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BOARD OF TRUSTEES UPSTATE NEW YORK ENGINEERS SUB FUND.

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How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off