Filings through .
1 of 17 flags tripped on the 2025 filing.
High retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$914K in admin expenses, $404 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
20 funds of $250K or more; 155 lines in all, holding $90.6M of the plan's $105M. Recordkeeper: NYS Teamsters Pension & Retirement.
| Fund | Dollars | % of funds% |
|---|---|---|
| Alternatives: U.S. Real Estate Investment Fund, LLC Manager not matched · Mutual fund | $11.4M | 12.6% |
| NT Collective Russell Northern Trust · Collective trust | $8.5M | 9.4% |
| Corbin Erisa Opportunity Fund, L.p. Manager not matched · Mutual fund | $8.5M | 9.4% |
| Jpmcb Corporate High Yield Fund JPMorgan · Mutual fund | $7.1M | 7.9% |
| Earnest Partners Smid Cap Core Fund Earnest Partners · Mutual fund | $7.0M | 7.8% |
| NIS Intermediate Fixed Income Fund, LLC National Investment Services · Mutual fund | $6.6M | 7.3% |
| First Eagle International Value Fund First Eagle · Mutual fund | $4.6M | 5.1% |
| Hudson Edge Trinity Street International Equity Fund LP Manager not matched · Mutual fund | $4.5M | 5.0% |
| Core Plus Fixed Income: Proloan Bond Fund, LLC Manager not matched · Mutual fund | $3.9M | 4.3% |
| ASB Allegiance Real Estate Fund ASB Capital Management · Mutual fund | $3.5M | 3.9% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
145 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
145 more lines in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 10 of 13 by compensation.
| Provider | Compensation |
|---|---|
Service code 14 · EIN 16-6063585 151 NORTHERN CONCOURSE · SYRACUSE, NY 13212 Plan Administrator | $104,682 |
SHAWN D. MEYERS10+ years Service code 30 151 NORTHERN CONCOURSE, SUITE 3 · SYRACUSE, NY 13212 Employee (plan) | $88,255 |
Filed as: INVESTMENT PERFORMANCE SERVICES, LL Service code 27 · EIN 58-2432390 Advisory (Plan) | $80,000 |
O'SULLIVAN ASSOCIATES10+ years Service code 11 · EIN 20-8199367 Actuarial | $66,350 |
MORGAN, LEWIS & BOCKIUS LLP10+ years Service code 29 · EIN 23-0891050 Legal | $62,626 |
JOSEPH W. MCCARTHY & ASSOCIATES10+ years Filed as: JOSEPH MCCARTHY & ASSOCIATES Service code 49 · EIN 16-1120588 Other Services | $55,171 |
TEAL, BECKER & CHIARAMONTE CPAS PC10+ years Filed as: TEAL,BECKER & CHIARAMONTE CPAS PC Service code 10 · EIN 14-1624930 Accounting | $47,500 |
WEDGE CAPITAL MANAGEMENT8 years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 51 · EIN 56-1557450 Investment Mgmt Fees | $41,881 |
BISCEGLIE & DEMARCO, LLC9 years Service code 29 · EIN 46-4100586 Legal | $41,073 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: JPMORGAN CHASE BANK Service code 24 · EIN 13-4994650 Discretionary Trustee | $31,473 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
1 feature code on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Vincent Regalbuto O'Sullivan Associates Schedule MB | Schedule MB |
Enrollment number, address and phone for each actuary are on Pro.
Addresses, phones and enrollment numbers are on Pro. Pro is free for 7 days and then costs $49 a month.
3 contacts
Phone and email for the actuary are on Pro.
10 filings · 2016 to 2025