2023 Form 5500 filing — 1199 Seiu Regional 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 20241010175128NAL0034927024001) for 1199 Seiu Regional Pension Fund, reported by Trustees Of 1199 Seiu Regional Pension Fund under EIN 16-1112391 and plan number 001. It reports 11,750 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010175128NAL0034927024001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of 1199 Seiu Regional Pension Fund
- EIN
- 16-1112391
- Plan number
- 001
- Location
- Buffalo, NY
- Participants
- 11,750
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $216,081,541
- Net assets (EOY)
- $216,081,541
- Employer contributions
- $9,234,895
- Total income / additions
- $33,995,542
- Benefits paid
- $14,474,734
- Administrative expenses
- $2,248,587
- Total expenses
- $16,723,321
- Net increase / (decrease)
- $17,272,221
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Segal Marco Advisors | NONE | $284,045 | not reported in the loaded dataset |
| Cheiron, Inc. | NONE | $200,581 | not reported in the loaded dataset |
| Ullico Infrastructure T/E Fund | NONE | $132,180 | not reported in the loaded dataset |
| Ronda Castren | ADMINISTRATOR | $110,128 | not reported in the loaded dataset |
| Freed Maxick Cpas P.C. | NONE | $83,264 | not reported in the loaded dataset |
| Gcm Grosvenor Multi-Asset Class Fun | NONE | $80,476 | not reported in the loaded dataset |
| American Core Realty | NONE | $74,595 | not reported in the loaded dataset |
| Asb Allegiance | NONE | $74,174 | not reported in the loaded dataset |
| J.A. Mariano Agency | NONE | $73,875 | not reported in the loaded dataset |
| Mesirow Financial Re Value Fund Iii | NONE | $59,711 | not reported in the loaded dataset |
| Michelle Bonar | EMPLOYEE | $54,964 | not reported in the loaded dataset |
| White Oak Yield Spectrum Peer Fund | NONE | $51,536 | not reported in the loaded dataset |
| Blitman King Llp | NONE | $49,414 | not reported in the loaded dataset |
| Maria Zamojski | EMPLOYEE | $40,005 | not reported in the loaded dataset |
| Manufacturers & Traders Trust Co | NONE | $30,030 | not reported in the loaded dataset |
| Angelo Gordon (Ag Direct Lending Ii | NONE | $29,737 | not reported in the loaded dataset |
| Gcm Grosvenor Altscape Fund Lp | NONE | $28,374 | not reported in the loaded dataset |
| Fp Credit Partners Ii Aggregator | NONE | $26,446 | not reported in the loaded dataset |
| Mcg - Hamilton Lane Private Equity | NONE | $25,429 | not reported in the loaded dataset |
| Mesirow Financial Private Equity | NONE | $22,000 | not reported in the loaded dataset |
| Seiu United Healthcare Workers East | AFFILIATED ORGANIZATION | $16,650 | not reported in the loaded dataset |
| Jsd & Associates | NONE | $15,000 | not reported in the loaded dataset |