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Original filing (PDF)20251015120655NAL0006199440004
NEW YORK STATE TEAMSTERS COUNCIL UNITED PARCEL SERVICE RETIREE HEALTH
Form 5500
FILING_RECEIVED
NEW YORK STATE TEAMSTERS COUNCIL UNITED PARCEL SER RETIREE HEALTH FUND
Health & welfare plan
Signals · 3
~158 bps in Sched C feesNo recordkeeper disclosed8 service providers
Active participants
649
Accounts w/ balance
—
Plan assets (EOY)
$26.1M
Net assets (EOY)
$24.6M
How this plan invests
This plan
10 pooled trusts
Schedule D
62 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 158 bps in Schedule C fees — 445% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEW YORK STATE TEAMSTERS COUNCIL UNITED PARCEL SERVICE RETIREE HEALTH.
Plan sponsor
Name
NEW YORK STATE TEAMSTERS COUNCIL UNITED PARCEL SERVICE RETIREE HEALTH
EIN
46-4111565
Address
151 NORTHERN CONCOURSE · SYRACUSE, NY · 13221
Phone
(315) 455-9790
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
4E · Vision
Audit & trust (Schedule H)
Auditor
D'ARCANGELO & CO., LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsOther
8| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EXCELLUS BLUECROSS BLUESHIELD | 15-0329043 | SYRACUSE, NY | NONE | $270K | — |
| ONE GROUP NY INC. | 16-1593071 | NORTH SYRACUSE, NY | NONE | $36K | — |
| MEKETA INVESTMENT GROUP | 04-2659023 | WESTWOOD, MA | NONE | $32K | — |
| GALLAGHER BENEFIT SERVICES | 20-2532319 | MONTVALE, NJ | NONE | $31K | — |
| COHEN, WEISS AND SIMON | — | NEW YORK, NY | NONE | $19K | — |
| MORGAN, LEWIS & BOCKIUS, LLP | 23-0891050 | PHILADELPHIA, PA | NONE | $9K | — |
| D'ARCANGELO & CO., LLP | 13-2550103 | UTICA, NY | NONE | $9K | — |
| LOOMIS SAYLES & COMPANY | 04-3200030 | BOSTON, MA | NONE | $8K | — |
Investments
57 direct securities · 10 pooled funds· $29.0M(100% 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
$17.4M
10 holdings
Uncategorized
$11.6M
56 holdings
OTHER
$30K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| US SHORT TERM GOVT CREDIT IND STATE STREET GLOBAL ADVISORS · EIN 27-6934633 / PN 001 | Common Collective Trust | — | — | $2.6M | 9.9% | |
| [DFE: STATE STREET U.S. TREASURY INFLATION PROTECTED SECURITIES (TIPS) INDEX NON-LENDING COMMON TRUST FUND (extraction pending)] | — | — | — | $2.6M | 9.9% | |
| SSGA TIP INDEX CTF STATE STREET GLOBAL ADVISORS · EIN 02-6138231 / PN 001 | Common Collective Trust | — | — | $2.6M | 9.9% | |
| [DFE: STATE STREET U.S. TREASURY INFLATION PROTECTED SECURITIES (TIPS) 0-5 YEARS INDEX NON-LENDING COMMON TRUST FUND (extraction pending)] | — | — | — | $2.5M | 9.7% | |
| US TREASURY INFL SECURITY STATE STREET GLOBAL ADVISORS · EIN 88-2478228 / PN 001 | Common Collective Trust | — | — | $2.5M | 9.7% | |
| [DFE: STATE STREET U.S. AGGREGATE BOND INDEX NON-LENDING COMMON TRUST FUND (extraction pending)] | — | — | — | $2.5M | 9.6% | |
| US AGG BOND INDX NL CTF STATE STREET GLOBAL ADVISORS · EIN 04-6928341 / PN 001 | Common Collective Trust | — | — | $2.5M | 9.6% | |
| LOOMIS SAYLES SENIOR LOAN FUND LOOMIS SAYLES AND CO. · EIN 82-0542784 / PN 001 | Common Collective Trust | — | — | $2.4M | 9.4% | |
| WTC-CTF SHORT-TERM GOVERNMENT | — | — | — | $1.5M | 5.9% | |
| CTF EMERGING LOCAL DEBT WELLINGTON TRUST · EIN 27-2594633 / PN 001 | Common Collective Trust | — | — | $1.5M | 5.9% | |
| RUSSEL 1000 NON LENDING CTF STATE STREET GLOBAL ADVISORS · EIN 04-6809841 / PN 001 | Common Collective Trust | — | — | $1.4M | 5.5% | |
| US HIGH YIELD BOND INDEX STATE STREET GLOBAL ADVISORS · EIN 81-7064772 / PN 001 | Common Collective Trust | — | — | $945K | 3.6% | |
| MSCI EAFE INDX NL CTF STATE STREET GLOBAL ADVISORS · EIN 04-6832069 / PN 001 | Common Collective Trust | — | — | $644K | 2.5% | |
| Technology | — | — | — | $284K | 1.1% | |
| MSCI EMERGING MARKETS CTF STATE STREET GLOBAL ADVISORS · EIN 75-6661332 / PN 001 | Common Collective Trust | — | — | $209K | 0.8% | |
| Retailers | — | — | — | $176K | 0.7% | |
| Consumer Cyclical Services | — | — | — | $147K | 0.6% | |
| Media Entertainment | — | — | — | $120K | 0.5% | |
| Healthcare | — | — | — | $119K | 0.5% | |
| Building Materials | — | — | — | $118K | 0.5% | |
| Property & Casualty Insurance | — | — | — | $118K | 0.5% | |
| Brokerage | — | — | — | $112K | 0.4% | |
| Diversified Manufacturing | — | — | — | $98K | 0.4% | |
| Industrial: Other | — | — | — | $91K | 0.3% | |
| Consumer Products | — | — | — | $81K | 0.3% | |
| Treasuries | — | — | — | $79K | 0.3% | |
| Aerospace & Defense | — | — | — | $71K | 0.3% | |
| Financial: Other | — | — | — | $60K | 0.2% | |
| Food & Beverage | — | — | — | $60K | 0.2% | |
| Chemicals | — | — | — | $55K | 0.2% | |
| Gaming | — | — | — | $54K | 0.2% | |
| Cable Satellite | — | — | — | $44K | 0.2% | |
| Lodging | — | — | — | $39K | 0.2% | |
| Transportation Services | — | — | — | $38K | 0.1% | |
| Environmental | — | — | — | $37K | 0.1% | |
| Midstream | — | — | — | $35K | 0.1% | |
| Electric | — | — | — | $32K | 0.1% | |
| REITs | OTHER | — | — | $30K | 0.1% | |
| Wireless | — | — | — | $29K | 0.1% | |
| Leisure | — | — | — | $23K | <0.1% | |
| Restaurants | — | — | — | $22K | <0.1% | |
| Pharmaceuticals | — | — | — | $19K | <0.1% | |
| Healthcare | — | — | — | $18K | <0.1% | |
| Restaurants | — | — | — | $18K | <0.1% | |
| Retailers | — | — | — | $15K | <0.1% | |
| Consumer Products | — | — | — | $15K | <0.1% | |
| Leisure | — | — | — | $13K | <0.1% | |
| Gaming | — | — | — | $12K | <0.1% | |
| Airlines | — | — | — | $12K | <0.1% | |
| Wirelines | — | — | — | $11K | <0.1% | |
| Media Entertainment | — | — | — | $10K | <0.1% | |
| Property & Casualty Insurance | — | — | — | $10K | <0.1% | |
| Automotive | — | — | — | $10K | <0.1% | |
| Oil Field Services | — | — | — | $10K | <0.1% | |
| Technology | — | — | — | $10K | <0.1% | |
| Government Owned - No Guarantee | — | — | — | $10K | <0.1% | |
| Automotive | — | — | — | $9K | <0.1% | |
| Gaming | — | — | — | $9K | <0.1% | |
| Railroads | — | — | — | $8K | <0.1% | |
| Pharmaceuticals | — | — | — | $8K | <0.1% | |
| Technology | — | — | — | $8K | <0.1% | |
| Consumer Cyclical Services | — | — | — | $8K | <0.1% | |
| Construction Machinery | — | — | — | $8K | <0.1% | |
| Environmental | — | — | — | $7K | <0.1% | |
| Refining | — | — | — | $7K | <0.1% | |
| Retailers | — | — | — | $7K | <0.1% | |
| Independent Energy | — | — | — | $4K | <0.1% |