Form 5500 Search

UPSTATE ADVISORS

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
15
Active participants
33,466
Total plan assets
$2.4B
Filings (rows)
15
Direct comp
$231K
Indirect comp
$0
Aggregating 2 name variants under "UPSTATE ADVISORS"

SERVICES PROVIDED

Other15

Top plans served

All 15 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
BD OF TRUST UPSTATE NEW YORK ENGINEERS PENSION FUND
UPSTATE NEW YORK ENGINEERS PENSION FUND
SYRACUSE, NY
Other
NONE
2,462$454.6M$25K
BD OF TRUST UPSTATE NEW YORK ENGINEERS PENSION FUND
UPSTATE NEW YORK ENGINEERS PENSION FUND
SYRACUSE, NY
Other
NONE
2,025$352.6M$25K
BD OF TRUST UPSTATE NEW YORK ENGINEERS PENSION FUND
UPSTATE NEW YORK ENGINEERS PENSION FUND
SYRACUSE, NY
Other
NONE
1,942$323.2M$19K
SERVICE EMPLOYEES PENSION FUND OF UPSTATE NY
SERVICE EMPLOYEES PENSION FUND OF UPSTATE NY UPSTATE NEW YORK
SYRACUSE, NY
Other
NONE
3,448$230.2M$15K
SERVICE EMPLOYEES PENSION FUND OF UPSTATE NY
SERVICE EMPLOYEES PENSION FUND OF UPSTATE NY UPSTATE NEW YORK
SYRACUSE, NY
Other
NONE
3,247$215.6M$15K
SERVICE EMPLOYEES PENSION FUND OF UPSTATE NY
SERVICE EMPLOYEES PENSION FUND OF UPSTATE NY UPSTATE NEW YORK
SYRACUSE, NY
Other
NONE
3,267$194.9M$15K
BOARD OF TRUSTEES UPSTATE NEW YORK ENGINEERS HEALTH FUND
UPSTATE NEW YORK ENGINEERS HEALTH FUND
SYRACUSE, NY
Other
NONE
2,393$136.6M$10K
BOARD OF TRUSTEES UPSTATE NEW YORK ENGINEERS HEALTH FUND
UPSTATE NEW YORK ENGINEERS HEALTH FUND
SYRACUSE, NY
Other
NONE
2,439$120.8M$10K
BOARD OF TRUSTEES UPSTATE NEW YORK ENGINEERS HEALTH FUND
UPSTATE NEW YORK ENGINEERS HEALTH FUND
SYRACUSE, NY
Other
NONE
2,303$111.6M$7K
CENTRAL NEW YORK LABORERS' PENSION FUND BOARD OF TRUSTEES
CENTRAL NEW YORK LABORERS' PENSION FUND
EAST SYRACUSE, NY
Other
NONE
201$65.2M$21K
SERVICE EMPLOYEES BENEFIT FUND
SERVICE EMPLOYEES BENEFIT FUND
SYRACUSE, NY
Other
NONE
8,505$52.1M$5K
CENTRAL NEW YORK LABORERS' PENSION FUND BOARD OF TRUSTEES
CENTRAL NEW YORK LABORERS' PENSION FUND
EAST SYRACUSE, NY
Other
NONE
196$46.7M$21K
IRON WORKERS LOCAL UNION 60 ANNUITY PENSION FUND BOARD OF TRUSTEES
IRON WORKERS LOCAL UNION 60 ANNUITY PENSION PLAN
SYRACUSE, NY
Other
RETAINED BY EMPLOYER
395$38.5M$18K
IRON WORKERS LOCAL UNION 60 ANNUITY PENSION FUND BOARD OF TRUSTEES
IRON WORKERS LOCAL UNION 60 ANNUITY PENSION PLAN
SYRACUSE, NY
Other
RETAINED BY EMPLOYER
389$34.3M$18K
CENTRAL NEW YORK LABORERS' ANNUITY FUND BOARD OF TRUSTEES
CENTRAL NEW YORK LABORERS' ANNUITY FUND
EAST SYRACUSE, NY
Other
NONE
254$16.8M$7K
UPSTATE ADVISORS — Form 5500 Service Provider Profile | Form 5500 Search