New York State Teachers Basics

  • Established 1921
  • Currently open to new hires
  • Plan covers teachers
  • Plan members covered by Social Security
  • Multiple employer, cost sharing plan

Assets, Participants, and Benefits

Assets at Year-End, New York State Teachers, 2001-2019

Fiscal Year Net Assets (billions)
2001 81.66
2002 73.04
2003 72.39
2004 80.28
2005 84.91
2006 91.49
2007 104.91
2008 95.77
2009 72.47
2010 76.84
2011 89.89
2012 88.06
2013 95.37
2014 108.16
2015 109.72
2016 107.51
2017 115.47
2018 119.92
2019 122.48

Source: Public Plans Database

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Number of Actives per Annuitant, 2001-2019

Fiscal Year New York State Teachers US State and Local Pensions
2001 2.2 2.4
2002 2.2 2.4
2003 2.1 2.3
2004 2.1 2.2
2005 2.1 2.1
2006 2.0 2.1
2007 2.0 2.0
2008 2.0 2.0
2009 2.0 1.9
2010 2.0 1.8
2011 1.9 1.7
2012 1.9 1.6
2013 1.8 1.5
2014 1.7 1.5
2015 1.7 1.4
2016 1.7 1.4
2017 1.6 1.4
2018 1.6 1.4
2019 1.6 1.3

Source: Public Plans Database

National data averages are weighted by plan size.

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Costs

Employer's Annual Required Contribution as a Percentage of Payroll and Portion Paid for New York State Teachers, 2001-2019

Fiscal Year Portion of Employer ARC paid Portion of Employer ARC left unpaid US Avg Employer ARC ARC as a Percent of Payroll
2001 1.4 0.0 5.9 1.4
2002 0.5 0.0 5.5 0.5
2003 1.9 0.0 6.3 1.9
2004 2.6 0.0 7.8 2.6
2005 5.7 0.0 9.5 5.7
2006 8.0 0.0 10.5 8.0
2007 8.4 0.0 11.4 8.4
2008 8.7 0.0 11.9 8.7
2009 7.6 0.0 12.2 7.6
2010 6.3 0.0 14.7 6.3
2011 9.4 0.0 16.7 9.4
2012 11.1 0.0 17.7 11.1
2013 11.8 0.0 19.0 11.8
2014 16.1 0.1 19.8 16.2
2015 17.4 0.2 20.3 17.5
2016 13.3 0.0 20.3 13.3
2017 11.7 0.0 20.4 11.7
2018 9.8 0.0 21.1 9.8
2019 9.8 0.0 21.8 9.8

Source: Public Plans Database

National data averages are weighted by plan size.

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Actuarial Funding

Actuarial Funded Ratio for New York State Teachers, 2001-2019

Fiscal Year New York State Teachers National Data
2001 125.0 105.5
2002 99.6 96.9
2003 99.4 93.1
2004 99.2 89.4
2005 98.8 85.5
2006 102.6 84.8
2007 104.2 85.3
2008 106.6 83.7
2009 103.2 78.5
2010 100.3 75.5
2011 96.7 72.8
2012 89.8 69.9
2013 87.5 68.9
2014 92.9 70.5
2015 94.2 70.7
2016 97.9 70.2
2017 97.7 70.8
2018 99.2 72.0
2019 99.2 71.5

Source: Public Plans Database

National data averages are weighted by plan size and reflects the average for plans of similar type and Social Security coverage.

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Investments

Asset Allocation for New York State Teachers, 2019

Category Percent
Equities 54.5
Fixed Income 24.1
Private Equity 8.3
Real Estate 10.7
Cash 2.4
Other 0.0
Commodities 0.0
Hedge Fund 0.0
Misc. Alternatives 0.0

Source: Public Plans Database

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Asset Allocation for State and Local Pensions, 2019

Category Percent
Equities 47.2
Fixed Income 22.9
Private Equity 9.0
Real Estate 9.0
Cash 1.8
Other 0.0
Commodities 1.9
Hedge Fund 6.7
Misc. Alternatives 1.5

Source: Public Plans Database

National data averages are weighted by plan size.

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Asset allocation for New York State Teachers, 2001-2019

Fiscal Year Equities Fixed Income Private Equity Real Estate Cash Other Commodities Hedge Fund Misc. Alternatives
2001 64.7 24.8 0.7 6.0 3.8 0.0 0.0 0.0 0.0
2002 60.3 28.4 1.0 6.8 3.5 0.0 0.0 0.0 0.0
2003 64.5 25.8 1.5 6.9 1.3 0.0 0.0 0.0 0.0
2004 69.1 20.0 1.9 6.8 2.2 0.0 0.0 0.0 0.0
2005 70.3 18.5 2.7 7.6 0.9 0.0 0.0 0.0 0.0
2006 68.6 17.2 3.5 8.1 2.6 0.0 0.0 0.0 0.0
2007 67.7 16.8 4.2 9.0 2.3 0.0 0.0 0.0 0.0
2008 60.6 22.3 6.0 10.5 0.6 0.0 0.0 0.0 0.0
2009 56.1 26.8 6.9 9.3 0.9 0.0 0.0 0.0 0.0
2010 56.2 25.0 8.0 9.4 1.4 0.0 0.0 0.0 0.0
2011 58.5 20.0 8.2 9.8 3.5 0.0 0.0 0.0 0.0
2012 57.2 19.8 8.6 11.0 3.4 0.0 0.0 0.0 0.0
2013 58.9 19.0 8.3 11.1 2.7 0.0 0.0 0.0 0.0
2014 59.4 20.1 8.0 10.5 2.0 0.0 0.0 0.0 0.0
2015 57.1 22.2 7.7 10.6 2.4 0.0 0.0 0.0 0.0
2016 55.6 23.5 7.6 11.1 2.2 0.0 0.0 0.0 0.0
2017 56.4 22.1 7.4 10.1 4.0 0.0 0.0 0.0 0.0
2018 56.9 23.3 7.5 10.0 2.3 0.0 0.0 0.0 0.0
2019 54.5 24.1 8.3 10.7 2.4 0.0 0.0 0.0 0.0

Source: Public Plans Database

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Annual Return as of June 30 for New York State Teachers, 2001-2019

Fiscal Year New York State Teachers Assumed return
2001 -5.70 8.00
2002 -6.80 8.00
2003 4.00 8.00
2004 16.10 8.00
2005 10.60 8.00
2006 11.80 8.00
2007 19.30 8.00
2008 -6.40 8.00
2009 -20.50 8.00
2010 12.10 8.00
2011 23.20 8.00
2012 2.80 8.00
2013 13.70 8.00
2014 18.20 8.00
2015 5.20 7.50
2016 2.30 7.50
2017 12.50 7.50
2018 9.00 7.25
2019 7.10 7.25

Source: Public Plans Database

National data averages are weighted by plan size.

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Cash Flows

Cash Flow vs. Total Assets (Millions)
New York State Teachers
2001-2019

Fiscal Year Cash Flow Assets
2001 -2,636.9 81,664.2
2002 -3,052.0 73,041.2
2003 -3,290.2 72,391.5
2004 -3,475.4 80,276.2
2005 -3,319.7 84,908.5
2006 -3,310.1 91,492.2
2007 -3,442.6 104,912.9
2008 -3,611.8 95,769.3
2009 -3,934.4 72,471.8
2010 -4,329.0 76,844.9
2011 -4,205.6 89,889.7
2012 -4,208.7 88,056.3
2013 -4,325.7 95,367.0
2014 -3,876.6 108,155.1
2015 -3,831.8 109,718.9
2016 -4,605.1 107,506.1
2017 -4,989.7 115,468.4
2018 -5,431.6 119,915.5
2019 -5,461.2 122,477.5

Source: Public Plans Database

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Cash Flow as a Percentage of Assets
New York State Teachers
2001-2019

Fiscal Year New York State Teachers National Average
2001 -3.2 -2.4
2002 -4.2 -3.3
2003 -4.5 -3.6
2004 -4.3 -3.4
2005 -3.9 -3.5
2006 -3.6 -3.3
2007 -3.3 -3.1
2008 -3.8 -4.0
2009 -5.4 -4.9
2010 -5.6 -4.9
2011 -4.7 -4.2
2012 -4.8 -4.3
2013 -4.5 -4.3
2014 -3.6 -3.4
2015 -3.5 -3.2
2016 -4.3 -3.5
2017 -4.3 -3.3
2018 -4.5 -3.1
2019 -4.5 -3.0

Source: Public Plans Database

National data averages are weighted by plan size.

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2019 Financial Reports

Benefits

Website for New York State Teachers benefit descriptions.