Upstate New York Engineers Pension Fund
Taft-Hartley plan, based in Syracuse, New York, reporting $455M in assets, for 6,444 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Mar 2025, Upstate New York Engineers Pension Fund total assets $353M -> $455M (+28.9%, 2024-03-31 to 2025-03-31).
5 more advisers, 6 more commitments and 1 more dated event
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Capital path
who backs this record, through what, into what; each name opens its own path- SEI Core Property Collective Inv Tr3 commitments
- SEI Special Situations Collective3 commitments
- SEI Global Private Assets V Cit3 commitments
- SEI Investments Management Corp9 commitments
Relationship network
27 connected entities9 observed commitments4 repeat counterpartiescommitments 2023 to 2025
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
Allocation policy
- Non-interest-bearing cash 1.1%
- U.S. Government securities 16.9%
- Other investments 0.0%
- Partnership/joint venture interests 1.7%
- Common/collective trusts 15.3%
- Registered investment companies 63.8%
- Real estate (other than employer real property) 0.2%
Consultants and advisers
- Vitec Solutions General consultantthrough Mar 31, 2024 Form 5500
- Upstate Advisors Group Investment adviser (plan)through Mar 31, 2023 Form 5500
- The Segal Co. (eastern States) Inc. General consultantthrough Mar 31, 2023 Form 5500
+5 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
- SEI Investments Management Corp9 rows, latest Mar 31, 2025
- SEI Investments Management Corpplan years
What changed
- Mar 31, 2025Assets changedUpstate New York Engineers Pension Fund total assets $353M -> $455M (+28.9%, 2024-03-31 to 2025-03-31)
- Dec 31, 2024Consultant changedinferenceThe Segal Co. (eastern States), Inc appears on Upstate New York Engineers Pension Fund's Schedule C as general consultant (plan year 2024 vs 2023)with The Segal Co. (eastern States) Inc.askebsa.dol.gov
- Apr 1, 2024Funded status changedUpstate New York Engineers Pension Fund funded ratio 55.8% -> 60.0% (2023-04-01 to 2024-04-01)
- Dec 31, 2023Consultant changedinferenceThe Segal Co. (eastern States) Inc. no longer appears on Upstate New York Engineers Pension Fund's Schedule C as general consultant (plan year 2023 vs 2022)with The Segal Co. (eastern States) Inc.askebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceVitec Solutions appears on Upstate New York Engineers Pension Fund's Schedule C as general consultant (plan year 2023 vs 2022)with Vitec Solutionsaskebsa.dol.gov
+1 more dated event
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Mar 31, 2025 | SEI Core Property Collective Inv Trcollective trust | SEI Investments Management Corp | Real estate | $39.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2025 | SEI Special Situations Collectivecollective trust | SEI Investments Management Corp | Private credit | $21.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2025 | SEI Global Private Assets V Citcollective trust | SEI Investments Management Corp | Pooled vehicles | $9.1M held | Disclosed holding | askebsa.dol.gov |
+6 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Mar 31, 2025 | 6,444 | Not disclosed | Not disclosed | n/a | $455M | $7.8M | Not disclosed | $1.0M |
| 2023 to Mar 31, 2024 | 6,461 | Not disclosed | Not disclosed | n/a | $353M | Not disclosed | Not disclosed | $1.3M |
| 2022 to Mar 31, 2023 | 6,523 | Not disclosed | Not disclosed | n/a | $323M | Not disclosed | Not disclosed | $2.0M |
- SEI Investment Management Corp. codes 21 24 28 51 52 $1.4M PY2024
- Joseph W. Mccarthy & Associates codes 10 50 $109,724 PY2024
- Schultheis & Panettieri, LLP codes 10 50 $105,781 PY2024
+47 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
Upstate New York Engineers Pension Fund sits on 5 traced paths of capital across the graphs.
DFX traced 5 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
Checking your plan…
Record history
- Total assets changed2025-03-31source on record
- Consultant changed2024-12-31source on record
- Funded status changed2024-04-01source on record
+3 more changes on this record's ledger
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+10 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.