2023 Form 5500 filing — 1199seiu National Benefit Fund And Affiliated Organizations 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241001084707NAL0013491298001) for 1199seiu National Benefit Fund And Affiliated Organizations 401(K) Plan, reported by 1199seiu National Benefit Fund For Health And Human Service Employees under EIN 13-1628401 and plan number 001. It reports 1,724 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$100.6MReported net assets$100,570,214
Participants1.7K1,724
Provider compensation$148.4K2 Schedule C row(s)$148,432
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241001084707NAL0013491298001
- Plan sponsor
- 1199seiu National Benefit Fund For Health And Human Service Employees
- EIN
- 13-1628401
- Plan number
- 001
- Location
- New York, NY
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$100.6M total assets
Net assets$100.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $100,570,214
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $100,570,214
- Participant contributions
- $5,971,659
- Total income / additions
- $20,503,557
- Benefits paid
- $6,254,625
- Administrative expenses
- $148,432
- Total expenses
- $6,415,784
- Net increase / (decrease)
- $14,087,773
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $148,432 | $0 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |