2023 Form 5500 filing — S.E.I.U. National Industry Pension Fund
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 20241008141016NAL0017759329003) for S.E.I.U. National Industry Pension Fund, reported by Board Of Trustees Of The S.E.I.U. National Industry Pension Fund under EIN 52-6148540 and plan number 001. It reports 160,813 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008141016NAL0017759329003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The S.E.I.U. National Industry Pension Fund
- EIN
- 52-6148540
- Plan number
- 001
- Location
- Washington, DC
- Participants
- 160,813
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,555,378,310
- Total liabilities (EOY)
- $1,257,494
- Net assets (EOY)
- $1,554,120,816
- Employer contributions
- $101,044,039
- Total income / additions
- $271,353,328
- Benefits paid
- $115,514,783
- Administrative expenses
- $12,693,647
- Total expenses
- $128,208,430
- Net increase / (decrease)
- $143,144,898
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bredhoff & Kaiser | NONE | $1,377,694 | not reported in the loaded dataset |
| Pgim Real Estate | NONE | $673,310 | not reported in the loaded dataset |
| Schultheis & Panettieri, Llp | NONE | $544,041 | not reported in the loaded dataset |
| The Segal Company | NONE | $382,613 | not reported in the loaded dataset |
| Withumsmith+Brown, Pc | NONE | $273,176 | not reported in the loaded dataset |
| Marquette Advisors | NONE | $188,656 | not reported in the loaded dataset |
| State Street Global Advisors | NONE | $184,368 | $0 |
| National Investment Services | NONE | $156,526 | not reported in the loaded dataset |
| Carl Macomber | EMPLOYEE | $117,675 | not reported in the loaded dataset |
| Union Labor Life Insurance | NONE | $113,248 | $0 |
| Tsegaw Mengistu | EMPLOYEE | $91,763 | not reported in the loaded dataset |
| Donna Joseph-Munroe | EMPLOYEE | $90,400 | not reported in the loaded dataset |
| Mellon Capital Management | NONE | $87,463 | $0 |
| Kisha Humphries | EMPLOYEE | $86,632 | not reported in the loaded dataset |
| Meyer, Unkovic & Scott | NONE | $86,454 | not reported in the loaded dataset |
| Virginia Carr | EMPLOYEE | $85,992 | not reported in the loaded dataset |
| Asma Rheljari | EMPLOYEE | $85,981 | not reported in the loaded dataset |
| Jequila Randall | EMPLOYEE | $84,675 | not reported in the loaded dataset |
| Tarnya Shorter | EMPLOYEE | $84,507 | not reported in the loaded dataset |
| Tijuanna Thomas | EMPLOYEE | $81,680 | not reported in the loaded dataset |
| Sharon Marshal | EMPLOYEE | $80,798 | not reported in the loaded dataset |
| Muzhgan Shahsawar | EMPLOYEE | $79,285 | not reported in the loaded dataset |
| Betsy Blount | EMPLOYEE | $79,124 | not reported in the loaded dataset |
| Akilah Brathwaite | EMPLOYEE | $73,428 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $72,071 | $0 |
| Baird | NONE | $71,005 | not reported in the loaded dataset |
| Terri Griffis | EMPLOYEE | $69,524 | not reported in the loaded dataset |
| Jonnea Alexandria Birdine | EMPLOYEE | $69,229 | not reported in the loaded dataset |
| Yolanda Montgomery | EMPLOYEE | $66,803 | not reported in the loaded dataset |
| Enrique Miranda | EMPLOYEE | $66,545 | not reported in the loaded dataset |
| Eunice Washington | EMPLOYEE | $66,524 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | NONE | $66,500 | not reported in the loaded dataset |
| Heidy Cupido | EMPLOYEE | $66,426 | not reported in the loaded dataset |
| Sareese O'Reilly | EMPLOYEE | $66,266 | not reported in the loaded dataset |
| Rhumbline Advisors | NONE | $65,034 | not reported in the loaded dataset |
| Jaime Ramirez | EMPLOYEE | $63,759 | not reported in the loaded dataset |
| Jeffrey Figueroa | EMPLOYEE | $61,370 | not reported in the loaded dataset |
| Jason Wheeler | EMPLOYEE | $57,453 | not reported in the loaded dataset |
| Aubin Ngongba | EMPLOYEE | $56,983 | not reported in the loaded dataset |
| Latonya Muhammad | EMPLOYEE | $55,267 | not reported in the loaded dataset |
| Nicole Horton | EMPLOYEE | $55,146 | not reported in the loaded dataset |
| Alem Bekele | EMPLOYEE | $53,047 | not reported in the loaded dataset |
| Pugh Capital | NONE | $51,482 | not reported in the loaded dataset |
| Lucas Balberchak | EMPLOYEE | $48,540 | not reported in the loaded dataset |
| Lavita Smallwood | EMPLOYEE | $45,318 | not reported in the loaded dataset |
| Arthur Nathanial Smith | EMPLOYEE | $39,245 | not reported in the loaded dataset |
| Molly Elizabeth Perfetto | EMPLOYEE | $32,715 | not reported in the loaded dataset |
| Gallagher Fiduciary Advisors | NONE | $32,380 | not reported in the loaded dataset |
| Lm Capital Group | NONE | $32,132 | not reported in the loaded dataset |
| Michael Shelton | EMPLOYEE | $31,121 | not reported in the loaded dataset |
| Leah Mckenzie | EMPLOYEE | $29,444 | not reported in the loaded dataset |
| Simi Justin | EMPLOYEE | $28,809 | not reported in the loaded dataset |
| Miriam Gibbs | EMPLOYEE | $27,544 | not reported in the loaded dataset |
| Parametric Defensive Equity | NONE | $26,488 | not reported in the loaded dataset |
| Segal Select Insurance | NONE | $26,278 | not reported in the loaded dataset |
| Mohamed F Al-Said | EMPLOYEE | $23,329 | not reported in the loaded dataset |
| Brenda Hildenberger | EMPLOYEE | $22,246 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $18,505 | not reported in the loaded dataset |
| Mooney Green Saidon Murphy & Welch | NONE | $18,181 | not reported in the loaded dataset |
| Ikeoluwa Adeola | EMPLOYEE | $10,484 | not reported in the loaded dataset |
| Andre Joseph | EMPLOYEE | $10,044 | not reported in the loaded dataset |
| John J. Sheridan | TRUSTEE | $8,227 | not reported in the loaded dataset |
| Mark Sharwood | TRUSTEE | $7,566 | not reported in the loaded dataset |
| Congress Asset Management | NONE | $5,953 | not reported in the loaded dataset |