Service Employees Pension Fund Of Upstate Ny Upstate New York
Sponsored by Service Employees Pension Fund Of Upstate Ny · EIN 160908576 · Plan #001
- Total assets
- $230M
- Net assets
- $230M
- Active participants
- 3,448
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Upstate Advisers Inc. CRD 341449 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sei | Direct payment from the plan, Investment management | $896,888 |
| Cheiron | Actuarial, Direct payment from the plan | $213,428 |
| Brittany Buffum | Employee (plan), Direct payment from the plan | $110,261 |
| David Rowe | Employee (plan), Direct payment from the plan | $81,018 |
| Modern Administration Systems | Foreign entity, Direct payment from the plan | $71,580 |
| Blitman & King | Legal, Direct payment from the plan | $66,642 |
| Stacy Bishop | Employee (plan), Direct payment from the plan | $54,631 |
| Kayla Lamandia | Employee (plan), Direct payment from the plan | $49,572 |
| Theresa Christian | Employee (plan), Direct payment from the plan | $37,346 |
| Tina Turner | Employee (plan), Direct payment from the plan | $33,963 |
| Seiu Local 200 United Building Corp | Other services, Direct payment from the plan | $32,102 |
| Bonadio & Co., Llp | Accounting, Direct payment from the plan | $31,485 |
| Angela Washington | Employee (plan), Direct payment from the plan | $22,693 |
| Brian Boise | Employee (plan), Direct payment from the plan | $17,408 |
| Integra Consulting | Other services, Direct payment from the plan | $15,085 |
| Upstate Advisors | Direct payment from the plan, Investment advisory (plan) | $15,000 |
| Pension Benefit Information | Other services, Direct payment from the plan | $12,260 |