NYSARC
NYSARC Trust Services is a New York not-for-profit, established in 1972, that administers pooled supplemental needs trusts for people with disabilities and older adults across all 62 NY State counties, helping them maintain Medicaid and SSI eligibility while preserving funds for life-enhancing purchases.
- Company typePrivate
- Founded1972
- HeadquartersLatham, United States
- Headcount101–250
- GTM typeB2C
- OfferingServices
What NYSARC does
NYSARC Trust Services (legal entity: NYSARC, Inc.) is a not-for-profit organization established in 1972 by The Arc New York, headquartered in Latham, New York. It administers pooled supplemental needs trusts and third-party special needs trusts that enable people with disabilities and older adults to maintain financial eligibility for Medicaid and Supplemental Security Income (SSI) while preserving funds for life-enhancing purchases not covered by government benefits. The organization serves beneficiaries across all 62 counties of New York State and reports having improved over 25,000 lives since inception, distributing more than $30 million in a recent year for beneficiary purchases.
The product portfolio includes five core trust programs — Community Trust I (excess asset protection), Community Trust II (monthly income spend-down), Community Trust III (assets of $250K or more), Third Party Community Trust, and NYSARC Trust Unrestricted Fund (for intellectual/developmental disabilities) — plus a Medicare Set-Aside Administration service. Trust assets are pooled for investment purposes with KeyBank serving as co-trustee, and each sub-trust account holds a pro-rata share of the pooled investment portfolio. Beneficiaries access accounts through a 24/7 online portal supporting electronic deposits, automated payments, and disbursement requests, while enrollment is completed via mail, fax, or email submission of a Joinder Agreement and supporting documentation.
The business model is subscription-based, generating revenue from monthly administrative fees (starting at $20/month on balance-based calculations for Community Trust I and $30/month for Community Trust II), one-time non-refundable enrollment fees ($200–$750 depending on trust type), and modest annual tax and audit fees ($25–$50). Customer acquisition is primarily through a statewide referral network of elder law attorneys, social workers, care managers, Departments of Social Services, HRA offices, and disability advocacy organizations, supplemented by educational webinars, website content, and social media outreach. The organization employs between 101 and 250 staff and is governed by a volunteer Management Board of Trustees appointed by the NYSARC, Inc. Executive Committee.
NYSARC firmographics
Firmographics- Name
- NYSARC
- Legal name
- NYSARC, Inc.
- Website
- https://nysarctrustservices.org
- Company type
- Private
- Founded year
- 1972
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- NYSARC Trust Services is a New York not-for-profit, established in 1972, that administers pooled supplemental needs trusts for people with disabilities and older adults across all 62 NY State counties, helping them maintain Medicaid and SSI eligibility while preserving funds for life-enhancing purchases.
- Ownership category
- akta.pro rank
NYSARC industry classification
Industry- Product category
- Special Needs Trust Administration
- NAICS
- Trusts, Estates, and Agency Accounts (52592), Services for the Elderly and Persons with Disabilities (624120), Funds, Trusts, and Other Financial Vehicles (525)
- SIC
- Services-Social Services (8300)
- akta.pro primary industry
- Special Needs & Supplemental Needs Trust Services (FSAAANAJ)
- akta.pro secondary industries
- Estate Planning, Trust Structuring & Governance (FSAAADAF), Guardianship, Conservatorship & Special Needs Trust Services (FSAEAKAG)
Keywords
Where NYSARC is headquartered
LocationHeadquarters
- HQ city
- Latham
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
NYSARC business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Others
Revenue model
- Administrative Fees - Community Trusts: Monthly administrative fees charged to trust accounts based on balance or deposit amount. Fees cover all trust activity with no hidden fees or annual renewal fees.
- One-time Enrollment Fees: Non-refundable enrollment fees charged when establishing trust accounts.
- Annual Tax and Audit Fees: Annual fees charged for tax and audit services (e.g., $25-$50 per year depending on trust type).
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Community Trust I - Pooled Trust for Excess Assets |
| Subscription | Monthly | Community Trust II - Pooled Income Trust |
| Subscription | Monthly | Community Trust III - Pooled Trust for Assets $250K+ |
| Subscription | Monthly | Third Party Community Trust |
| Subscription | Monthly | NYSARC Trust Unrestricted Fund |
Go-to-market motion3 records
Distribution channels4 records
Marketing channels7 records
NYSARC product offering
Product offeringCore offering
NYSARC Trust Services administers pooled supplemental needs trusts that allow people with disabilities and older adults to protect excess income and assets while maintaining eligibility for Medicaid and SSI benefits. The organization offers five trust programs (Community Trust I, II, III; Third Party Community Trust; NYSARC Trust Unrestricted Fund) plus Medicare Set-Aside Administration, with co-trustee KeyBank providing investment management and a 24/7 online portal supporting account management.
Product overview
NYSARC Trust Services is a not-for-profit organization that administers pooled supplemental needs trusts for people with disabilities and older adults in New York State. The company offers a portfolio of trust programs including Community Trust I (for excess assets), Community Trust II (for monthly income spend-down), Community Trust III (for assets of $250K+), Third Party Community Trust, and the NYSARC Trust Unrestricted Fund. Additionally, they provide Medicare Set-Aside Administration services, an online portal for 24/7 account management, and free educational webinar trainings. The trusts help beneficiaries qualify for and maintain eligibility for means-tested government benefits like Medicaid and SSI while preserving funds for life-enhancing purchases.
Differentiator
Problem solved
Functional benefit
Brands
- Community Trust I: Pooled Trust for Excess Assets - protects funds to maintain financial eligibility for Medicaid and SSI
- Community Trust II
- Community Trust III
- Third Party Community Trust
- NYSARC Trust Unrestricted Fund
Products and services
- Community Trust I Pooled supplemental needs trust for protecting excess assets and resources to maintain financial eligibility for Medicaid and SSI benefits. Requires a $300 minimum opening deposit, with monthly fees calculated on balance starting at $20/month, a $25 annual tax and audit fee, and a one-time $200 enrollment fee. Designed for New York residents with qualifying disabilities.
- Community Trust II Pooled income trust that allows individuals to deposit excess monthly income to qualify for Medicaid community services and home care while maintaining eligibility for means-tested benefits. Requires a $300 minimum opening deposit, with monthly fees based on spend-down deposit starting at $30/month, a $50 annual tax and audit fee, and a one-time $200 enrollment fee. Particularly relevant for older adults needing long-term care.
- Community Trust III Pooled trust for protecting large windfalls of $250,000 or more, such as settlement awards or direct inheritances, while preserving Medicaid and SSI eligibility. Requires a $250,000 minimum opening deposit with monthly fees calculated on balance and a one-time enrollment fee. Designed for beneficiaries with significant lump-sum assets.
- Third Party Community Trust
Quantifiable outcome
- 25,000+ lives improved through trust services
- +2 more outcomes
Companies that use NYSARC
Customer profileNamed customers5 records
Segments4 records
Ideal customer profiles1 record
NYSARC technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
NYSARC partnerships and signals
Strategic signalScale indicators5 records
Recent moves6 records
Expansion highlights4 records
NYSARC competitors and assessment
Company assessmentMarket position
Competitive moat5 records
Key highlights7 records
Customer concentration
NYSARC social profiles
Digital presenceNYSARC financial estimates
Financial estimateRevenue estimate
Valuation estimate
NYSARC leadership team
Management profileNumber of profiles
Profiles2 records
NYSARC funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
NYSARC M&A and investment
M&A and investmentM&A
Investments2 records
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about NYSARC
What does NYSARC do?
NYSARC Trust Services administers pooled supplemental needs trusts that allow people with disabilities and older adults to protect excess income and assets while maintaining eligibility for Medicaid and SSI benefits. The organization offers five trust programs (Community Trust I, II, III; Third Party Community Trust; NYSARC Trust Unrestricted Fund) plus Medicare Set-Aside Administration, with co-trustee KeyBank providing investment management and a 24/7 online portal supporting account management.
Is NYSARC a public or private company?
NYSARC is a private company. It is classified as nonprofit foundation owned and is currently operating.
When was NYSARC founded?
NYSARC was founded in 1972. It employs 101 to 250 people.
Where is NYSARC based?
NYSARC is headquartered in Latham, United States, in the North America region.
How does NYSARC make money?
Three revenue lines are on record. Administrative Fees - Community Trusts are the primary driver. The others are one-time Enrollment Fees and annual Tax and Audit Fees.
Does NYSARC have an API?
No public API is recorded for NYSARC.
What industry is NYSARC in?
NYSARC's product category is Special Needs Trust Administration. Its primary akta.pro industry code is FSAAANAJ, Special Needs & Supplemental Needs Trust Services, with a secondary code of FSAAADAF, Estate Planning, Trust Structuring & Governance. Its NAICS code is 52592 and its SIC code is 8300.