2023 Form 5500 filing — Seiu Local No. 4 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 20241015155126NAL0029003265001) for Seiu Local No. 4 Pension Fund, reported by Trustees Of Seiu Local No. 4 Pension Fund under EIN 36-4198045 and plan number 001. It reports 15,356 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015155126NAL0029003265001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Seiu Local No. 4 Pension Fund
- EIN
- 36-4198045
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 15,356
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $81,252,416
- Total liabilities (EOY)
- $167,135
- Net assets (EOY)
- $81,085,281
- Employer contributions
- $4,722,166
- Total income / additions
- $11,590,658
- Benefits paid
- $2,998,156
- Administrative expenses
- $2,204,363
- Total expenses
- $5,202,519
- Net increase / (decrease)
- $6,388,139
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Legacy Professionals Llp | NONE | $107,651 | not reported in the loaded dataset |
| S. Mitchell | EMPLOYEE | $107,567 | not reported in the loaded dataset |
| C. Fresas | EMPLOYEE | $97,677 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $86,749 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $83,062 | not reported in the loaded dataset |
| B. Lemon | EMPLOYEE | $80,128 | not reported in the loaded dataset |
| The Segal Company (Midwest), Inc. | NONE | $72,054 | not reported in the loaded dataset |
| C. Abrams | EMPLOYEE | $64,203 | not reported in the loaded dataset |
| K. Mickles | EMPLOYEE | $53,561 | not reported in the loaded dataset |
| E. Costa | ADMINISTRATOR | $48,577 | not reported in the loaded dataset |
| Asher, Gittler & D'Alba | NONE | $48,536 | not reported in the loaded dataset |
| C. Barnett | EMPLOYEE | $35,779 | not reported in the loaded dataset |
| C. Harris-Armstrong | EMPLOYEE | $34,258 | not reported in the loaded dataset |
| Dowd, Bloch, Bennett, Cervone, Auer | NONE | $26,451 | not reported in the loaded dataset |
| J. Mack | EMPLOYEE | $26,443 | not reported in the loaded dataset |
| Sommers & Fahrenbach, Inc. | NONE | $18,949 | not reported in the loaded dataset |
| Comerica Bank | NONE | $18,446 | $0 |
| Comprehensive Healthcare Systems | NONE | $16,261 | not reported in the loaded dataset |
| Managed Care Staffers | NONE | $11,227 | not reported in the loaded dataset |
| Applegate Consulting Group | NONE | $10,146 | not reported in the loaded dataset |
| K-Plus Computer Services LLC | NONE | $9,612 | not reported in the loaded dataset |
| Segal Select Insurance Services | NONE | $0 | $5,054 |