2023 Form 5500 filing — 1199seiu Greater New York 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 20241015185524NAL0017075907001) for 1199seiu Greater New York Pension Fund, reported by Board Of Trustees Of 1199seiu Greater New York Pension Fund under EIN 13-6601940 and plan number 001. It reports 42,613 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015185524NAL0017075907001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of 1199seiu Greater New York Pension Fund
- EIN
- 13-6601940
- Plan number
- 001
- Location
- New York, NY
- Participants
- 42,613
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,065,858,261
- Total liabilities (EOY)
- $43,176,723
- Net assets (EOY)
- $1,022,681,538
- Employer contributions
- $79,779,630
- Total income / additions
- $174,167,777
- Benefits paid
- $88,882,142
- Administrative expenses
- $10,014,697
- Total expenses
- $99,993,229
- Net increase / (decrease)
- $74,174,548
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| 1199seiu National Benefit Fund | NONE | $5,037,106 | not reported in the loaded dataset |
| Artisan Partners International | NONE | not reported in the loaded dataset | $347,086 |
| Alger | NONE | $0 | $283,687 |
| Causeway | NONE | $0 | $276,038 |
| Townsend Group | NONE | $0 | $262,491 |
| Rbc Global Management (U.S.) | NONE | $0 | $257,502 |
| Ddj Capital Management, LLC | NONE | $0 | $228,702 |
| Kpmg Llp | NONE | $207,277 | not reported in the loaded dataset |
| Amalgamated Bank Of New York | NONE | $0 | $178,265 |
| Nepc, LLC | NONE | $0 | $150,833 |
| 3bf Partners, LLC | NONE | $147,027 | not reported in the loaded dataset |
| The Segal Company (Eastern States) | NONE | $142,110 | not reported in the loaded dataset |
| Tcw Investment Management | NONE | $0 | $137,432 |
| Western Asset Management Company | NONE | $0 | $112,357 |
| Principal Real Estate Investors,LLC | NONE | $0 | $112,194 |
| Lord, Abbet & Co. LLC | NONE | $0 | $105,275 |
| Kar Small Cap Value | NONE | $0 | $103,954 |
| Proskauer Rose Llp | NONE | $73,285 | not reported in the loaded dataset |
| The Northern Trust Company | NONE | $0 | $60,000 |
| Hamilton Lane Advisors Llp | NONE | $0 | $59,248 |
| Step Visual Communications Llp | NONE | $55,289 | not reported in the loaded dataset |
| Clifton | NONE | $0 | $50,540 |
| Adp Inc | NONE | $31,720 | not reported in the loaded dataset |
| Prudential Insurance Co. | NONE | $21,979 | $0 |
| Change Health Care Operations | NONE | $10,744 | not reported in the loaded dataset |
| Jayant Ghevaria & Co | NONE | $8,905 | not reported in the loaded dataset |
| State Street Global Advisors | NONE | $0 | $8,475 |
| Segal Marco Advisors | NONE | $0 | $6,000 |