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Original filing (PDF)20250908102553NAL0012227539001
SERVICE EMPLOYEES PENSION FUND OF UPSTATE NY
Form 5500
FILING_RECEIVED
SERVICE EMPLOYEES PENSION FUND OF UPSTATE NY UPSTATE NEW YORK
Defined-benefit pension plan
Signals · 4
85% in single holding~77 bps in Sched C feesNo recordkeeper disclosed17 service providers
Active participants
3,448
Accounts w/ balance
—
Plan assets (EOY)
$230.2M
Net assets (EOY)
$229.9M
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 85% of plan.
- 77 bps in Schedule C fees — 665% 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 SERVICE EMPLOYEES PENSION FUND OF UPSTATE NY.
Plan sponsor
Name
SERVICE EMPLOYEES PENSION FUND OF UPSTATE NY
EIN
16-0908576
Address
701 ERIE BLVD WEST · SYRACUSE, NY · 132042225
Phone
(315) 424-1754
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
2025-09-08
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
BONADIO & CO., LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
17 rowsOther
17| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEI | 23-1707341 | — | NONE | $897K | — |
| CHEIRON | 13-1215617 | — | NONE | $213K | — |
| BRITTANY BUFFUM | 16-0908576 | — | EMPLOYEE | $110K | — |
| DAVID ROWE | 16-0908576 | — | EMPLOYEE | $81K | — |
| MODERN ADMINISTRATION SYSTEMS | — | CAMBRIDGE, MA | NONE | $72K | — |
| BLITMAN & KING | 16-1047304 | — | NONE | $67K | — |
| STACY BISHOP | 16-0908576 | — | EMPLOYEE | $55K | — |
| KAYLA LAMANDIA | 16-0908576 | — | EMPLOYEE | $50K | — |
| THERESA CHRISTIAN | 16-0908576 | — | EMPLOYEE | $37K | — |
| TINA TURNER | 16-0908576 | — | EMPLOYEE | $34K | — |
| SEIU LOCAL 200UNITED BUILDING CORP | 88-4250561 | — | AFFILIATED ENTITY | $32K | — |
| BONADIO & CO., LLP | 16-1131146 | — | NONE | $31K | — |
| ANGELA WASHINGTON | 16-0908576 | — | EMPLOYEE | $23K | — |
| BRIAN BOISE | 16-0908576 | — | EMPLOYEE | $17K | — |
| INTEGRA CONSULTING | — | WEEDSPORT, NY | NONE | $15K | — |
| UPSTATE ADVISORS | — | NORTH SYRACUSE, NY | NONE | $15K | — |
| PENSION BENEFIT INFORMATION | — | MINNEAPOLIS, MN | NONE | $12K | — |
Investments
3 pooled funds· $23.3M(10% 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.
Common Collective Trust
$23.3M
2 holdings
Master Trust
$2K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEI CORE PROPERTY COLLECTIVE INVEST SEI TRUST COMPANY · EIN 27-3224429 / PN 045 | Common Collective Trust | — | — | $19.8M | 8.6% | |
| SEI GLOBAL PRIVATE ASSETS SEI TRUST COMPANY · EIN 84-3069065 / PN 136 | Common Collective Trust | — | — | $3.5M | 1.5% | |
| INCOME PLUS INVESTMENT FUND INCOME PLUS INVESTMENT FUND · EIN 22-6591835 / PN 001 | Master Trust | — | — | $2K | <0.1% |