2023 Form 5500 filing — Pension Plan For Employees Of The Service Employee Int'L Union
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 20241008142026NAL0017771553002) for Pension Plan For Employees Of The Service Employee Int'L Union, reported by Service Employees Intl Union under EIN 36-0852885 and plan number 001. It reports 4,539 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008142026NAL0017771553002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Service Employees Intl Union
- EIN
- 36-0852885
- Plan number
- 001
- Location
- Washington, DC
- Participants
- 4,539
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $339,358,287
- Total liabilities (EOY)
- $89,055
- Net assets (EOY)
- $339,269,232
- Employer contributions
- $10,592,901
- Total income / additions
- $47,950,040
- Benefits paid
- $17,803,710
- Administrative expenses
- $686,695
- Total expenses
- $18,490,405
- Net increase / (decrease)
- $29,459,635
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Seiu National Industry Pension Plan | AFFILIATE | $371,973 | not reported in the loaded dataset |
| The Segal Company | NONE | $154,167 | not reported in the loaded dataset |
| Pgim Real Estate | NONE | $147,708 | not reported in the loaded dataset |
| Marquette Advisors | NONE | $40,760 | not reported in the loaded dataset |
| State Street Global Advisors | NONE | $40,446 | $0 |
| National Investment Services | NONE | $34,338 | not reported in the loaded dataset |
| Union Labor Life Insurance Company | NONE | $24,844 | $0 |
| Mooney Green Saidon Murphy & Welch | NONE | $24,000 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | NONE | $21,500 | not reported in the loaded dataset |
| Bny Mellon | NONE | $19,187 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $16,134 | $0 |
| Baird | NONE | $15,577 | not reported in the loaded dataset |
| Rhumbline Advisors | NONE | $14,267 | not reported in the loaded dataset |
| Pugh Capital | NONE | $11,294 | not reported in the loaded dataset |
| Lm Capital Group | NONE | $7,049 | not reported in the loaded dataset |
| Gallagher Fiduciary Advisors | NONE | $6,985 | not reported in the loaded dataset |
| Parametric Defensive Equity | NONE | $5,811 | not reported in the loaded dataset |