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Service provider · Schedule C, plan year 2024

Bpas Actuarial & Pension Services

Most often reported for consulting

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.

30plans naming this provider
16,637participant records in those plans
$1.6Mcompensation reported, direct and indirect
$101median reported per participant30 plans with an amount

Bpas Actuarial & Pension Services is named as a service provider on the Schedule C of 30 retirement plans with 100 or more participants for plan year 2024, covering 16,637 participant records. Most often it is reported for consulting.

Reported compensation from those plans, direct and indirect, totalled $1.6M. Per plan, the median was $101 per participant, with the middle half of plans between $79.78 and $191. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.

Its client plans are most numerous in New York (17), New Jersey (5) and Puerto Rico (3).

In 2009 it appeared on 24 such filings; in 2024, 30. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.

Reported compensation per plan

Across this provider's plans25th percentileMedian75th percentile
Compensation per participant$79.78$101$191
Compensation as a share of plan net assets0.10%0.22%0.32%

What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.

Plans served by year

2009: 242010: 212011: 242012: 302013: 332014: 372015: 392016: 392017: 392018: 352019: 372020: 342021: 352022: 342023: 322024: 3024393020092012201620202024
Plans with 100+ participants naming this provider
2009: $1.1M2010: $991K2011: $943K2012: $1.3M2013: $1.2M2014: $1.1M2015: $1.5M2016: $1.7M2017: $1.8M2018: $1.6M2019: $1.9M2020: $1.6M2021: $1.6M2022: $1.9M2023: $1.6M2024: $1.6M$1.1M$1.9M$1.6M20092012201620202024
Compensation reported by those plans

Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.

By state

By plan size

Services reported

Actuarial30
Consulting (pension)17
Recordkeeping and information management4
Participant communication4

Largest plans naming this provider

PlanSponsorStateParticipantsNet assetsReported to this provider
NBT Bancorp Inc. Defined Benefit Pension PlanNBT Bancorp Inc.NY2,538$125M$92K
Cash Balance Retirement Plan for Non-Union Employees of Butler Memorial HospitalButler Healthcare ProvidersPA2,053$70.1M$178K
Hunterdon Medical Center Employees' Pension PlanHunterdon Medical CenterNJ1,590$187M$46K
Employees Retirement Plan of St. Barnabas Hospital and AffiliatesSt. Barnabas Hospital Inc.NY956$91.0M$87K
Cash Balance Retirement Plan for Registered Nurses of Butler Memorial HospitalButler Healthcare ProvidersPA845$37.6M$91K
Arrow Financial Corporation Employees' Pension Plan and TrustArrow Financial CorporationNY834$63.9M$80K
Pontifical Catholic University of Puerto Rico Pension PlanPontifical Catholic University of Puerto RicoPR831$43.5M$28K
Syracuse Orthopedic Specialists, P.C. Defined Benefit Pension PlanSyracuse Orthopedic Specialists, P.C.NY717$23.9M$76K
Retirement Plan for Employees of Claxton-Hepburn Medical CenterClaxton-Hepburn Medical CenterNY701$37.0M$67K
Hillside Family of Agencies Pension PlanHillside Children's CenterNY643$24.1M$118K
The Oswego Hospital Retirement PlanOswego Hospital, Inc.NY638$37.3M$100K
Monro, Inc. Pension PlanMonro, Inc.NY576$16.6M$38K
IBEW Eastern States Pension PlanBoard of Trustees IBEW Eastern States Pension PlanNJ394$4.3M$34K
Plan de Pensiones de Beneficios Definidos Para la Cooperativa de Seguros de Vida de Puerto RicoCooperativa de Seguros de Vida de Puerto RicoPR348$18.8M$33K
Masonic Hall & Asylum Employees Retirement FundTrustees of the Masonic Hall & Asylum FundNY302$24.2M$84K
Destileria Serralles, Inc. Puerto Rico Pension PlanDestileria Serralles, Inc.PR294$17.3M$61K
The Riverbay Corporation Retirement PlanRiverbay CorporationNY287$37.3M$34K
Unifrax Hourly Defined Benefit Pension PlanUnifrax I LLCNY283$13.5M$6,465
Pension Plan of Homasote CompanyHomasote CompanyNJ234$6.6M$18K
Local 150 Hotel and Industry Pension PlanLocal 150 Hotel and Industry Pension FundNY217$1.3M$28K
Union Center National Bank Pension TrustConnectone BankNJ163$15.7M$11K
Farmers and Merchants Trust Company of Chambersburg Pension PlanFarmers and Merchants Trust CompanyPA163$14.7M$32K
Local 74 Metal Spinners Retirement FundBoard of Trustees of Local 74 Metal Spinners Retirement FundNY154$85K$5,111
New York Anesthesiology Medical Specialties, PC Pension PlanNew York Anesthesiology Medical Specialties, PCNY139$10.4M$21K
Retirement Plan of A.A. World Services, Inc. and A.A. Grapevine, Inc.Retirement Committee of Aaws & AagvNY137$35.6M$35K
New Jersey Firemen's Home Employees' Pension PlanNew Jersey Firemens HomeNJ130$6.4M$12K
The Retirement Plan of Pathfinder BankPathfinder BankNY122$18.7M$49K
United Bancorp, Inc. of Martins Ferry, Ohio Employees' Pension PlanUnited Bancorp, Inc.OH120$9.9M$31K
Alfred Conhagen, Inc. Pension PlanAlfred Conhagen, Inc.LA114$12.7M$66K
The Retirement Plan of the North Country Savings BankThe North Country Savings BankNY114$41.2M$29K

Questions and answers

How many plans does Bpas Actuarial & Pension Services serve?

30 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.

What do plans pay Bpas Actuarial & Pension Services?

The median plan reported $101 per participant in direct and indirect compensation (30 plans reporting an amount), or 0.22% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.

What services are reported?

The service codes most often attached to it are Actuarial (30 plans), Consulting (pension) (17 plans), Recordkeeping and information management (4 plans) and Participant communication (4 plans).

Where does this come from?

Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.