2023 Form 5500 filing — 1199seiu Health Care Employees 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 20241017135506NAL0016378531001) for 1199seiu Health Care Employees Pension Fund, reported by Board Of Trustees Of 1199seiu Health Care Employees Pension Fund under EIN 13-3604862 and plan number 001. It reports 283,119 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241017135506NAL0016378531001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of 1199seiu Health Care Employees Pension Fund
- EIN
- 13-3604862
- Plan number
- 001
- Location
- New York, NY
- Participants
- 283,119
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,166,204,630
- Total liabilities (EOY)
- $933,582,713
- Net assets (EOY)
- $15,232,621,917
- Employer contributions
- $851,369,623
- Total income / additions
- $2,409,815,745
- Benefits paid
- $1,101,525,675
- Administrative expenses
- $168,470,525
- Total expenses
- $1,289,769,970
- Net increase / (decrease)
- $1,120,045,775
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| 1199seiu National Benefit Fund For | NONE | $61,075,903 | not reported in the loaded dataset |
| Corbin Capital Partners, Lp | NONE | not reported in the loaded dataset | $5,426,188 |
| Acadian Asset Management, LLC | NONE | not reported in the loaded dataset | $5,193,785 |
| Townsend Group, The | NONE | not reported in the loaded dataset | $4,986,680 |
| Hamilton Lane Advisors LLC | NONE | not reported in the loaded dataset | $3,679,770 |
| Artisan Partners International | NONE | not reported in the loaded dataset | $2,272,253 |
| Wasatch | NONE | not reported in the loaded dataset | $2,169,602 |
| Western Asset Management Company | NONE | not reported in the loaded dataset | $2,092,300 |
| Rbc Global Management (U.S.) | NONE | not reported in the loaded dataset | $1,780,471 |
| Causeway Capital Management LLC | NONE | not reported in the loaded dataset | $1,757,480 |
| 3bf Partners LLC | NONE | $1,600,524 | not reported in the loaded dataset |
| Boston Partners | NONE | not reported in the loaded dataset | $1,486,460 |
| Ddj Capital Management, LLC | NONE | not reported in the loaded dataset | $1,274,584 |
| Aberdeen Asset Management | NONE | not reported in the loaded dataset | $1,146,624 |
| Tcw Investment Management Company | NONE | not reported in the loaded dataset | $1,128,148 |
| Cohen & Steers Capital Management, | NONE | not reported in the loaded dataset | $1,098,441 |
| Baron Capital Management, Inc. | NONE | not reported in the loaded dataset | $981,684 |
| The Northern Trust Company | NONE | not reported in the loaded dataset | $870,000 |
| Kar Small Cap Value | NONE | not reported in the loaded dataset | $853,441 |
| Dodge & Cox | NONE | not reported in the loaded dataset | $823,865 |
| Health Management Systems, Inc. | NONE | $737,015 | not reported in the loaded dataset |
| Harding Loevner Lp | NONE | not reported in the loaded dataset | $728,701 |
| Rothschild Asset Management Inc. | NONE | not reported in the loaded dataset | $680,057 |
| Lsv Asset Management | NONE | not reported in the loaded dataset | $672,070 |
| Alger | NONE | not reported in the loaded dataset | $656,765 |
| Invesco Institutional (Na), Inc. | NONE | not reported in the loaded dataset | $650,752 |
| Color Holdings L.P. | NONE | $638,639 | not reported in the loaded dataset |
| William Blair & Company | NONE | not reported in the loaded dataset | $632,024 |
| Step Visual Communications LLC | NONE | $547,939 | not reported in the loaded dataset |
| Kpmg Llp | NONE | $515,856 | not reported in the loaded dataset |
| Milliman, Inc. | NONE | $466,370 | not reported in the loaded dataset |
| Lord, Abbett & Co. LLC | NONE | not reported in the loaded dataset | $394,155 |
| Blackrock Financial Management, Inc | NONE | not reported in the loaded dataset | $344,182 |
| Clifton | NONE | not reported in the loaded dataset | $284,187 |
| Prudential Insurance Company Of Ame | NONE | $255,679 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $15,025 | $206,250 |
| Proskauer Rose Llp | NONE | $208,220 | not reported in the loaded dataset |
| Mackay Shields LLC | NONE | not reported in the loaded dataset | $202,359 |
| Automatic Data Processing, Inc. | NONE | $193,953 | not reported in the loaded dataset |
| Factset | NONE | not reported in the loaded dataset | $178,456 |
| Pension Benefit Information, LLC | NONE | $148,016 | not reported in the loaded dataset |
| State Street Global Advisors (Ssga) | NONE | not reported in the loaded dataset | $123,861 |
| Exafluence Inc | NONE | $109,570 | not reported in the loaded dataset |
| Bloomberg L.P. | NONE | not reported in the loaded dataset | $88,437 |
| Prasad Complex Analysis LLC | NONE | not reported in the loaded dataset | $80,000 |
| Change Healthcare Operations, LLC | NONE | $75,207 | not reported in the loaded dataset |
| Evestment Alliance,LLC | NONE | not reported in the loaded dataset | $40,463 |
| Finucane & Reda Printing Corporatio | NONE | $28,501 | not reported in the loaded dataset |
| Markov Processes International LLC | NONE | not reported in the loaded dataset | $23,511 |
| Strategic Economics Decisions Inc | NONE | $23,000 | not reported in the loaded dataset |
| Bencom, LLC | NONE | $20,903 | not reported in the loaded dataset |
| Jayant Ghevaria & Co | NONE | $18,675 | not reported in the loaded dataset |
| Morningstar Inc. | NONE | not reported in the loaded dataset | $18,237 |
| Msci Inc. | NONE | not reported in the loaded dataset | $18,183 |
| Optum360 LLC | NONE | $15,787 | not reported in the loaded dataset |
| Entrust Capital Management Lp | NONE | $9,934 | not reported in the loaded dataset |
| Aapc Holdings, LLC | NONE | $6,399 | not reported in the loaded dataset |