1199seiu Health Care Employees Pension Fund — Form 5500 plan (Board Of Trustees Of 1199seiu Health Care Employees Pension Fund)
Plain-English plan 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, 1199seiu Health Care Employees Pension Fund is a benefit plan reported by Board Of Trustees Of 1199seiu Health Care Employees Pension Fund under EIN 13-3604862 and plan number 001. The latest loaded filing year is 2023. The filing reports 283,119 participants and $16,166,204,630 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of 1199seiu Health Care Employees Pension Fund
- EIN
- 13-3604862
- Plan number
- 001
- Plan type
- 1
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 283,119
- End-of-year plan assets
- $16,166,204,630
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 283,119 | H, C | 20241017135506NAL0016378531001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,166,204,630
- Total liabilities (EOY)
- $933,582,713
- Net assets (EOY)
- $15,232,621,917
- Net assets (BOY)
- $14,112,576,142
Income & contributions
- Employer contributions
- $851,369,623
- Total contributions
- $851,369,623
- Total income / additions
- $2,409,815,745
Expenses & distributions
- Benefits paid
- $1,101,525,675
- Administrative expenses
- $168,470,525
- Total expenses
- $1,289,769,970
- Net increase / (decrease)
- $1,120,045,775
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| 1199seiu National Benefit Fund For | NONE | $61,075,903 | not reported in the loaded dataset | 2023 |
| Corbin Capital Partners, Lp | NONE | not reported in the loaded dataset | $5,426,188 | 2023 |
| Acadian Asset Management, LLC | NONE | not reported in the loaded dataset | $5,193,785 | 2023 |
| Townsend Group, The | NONE | not reported in the loaded dataset | $4,986,680 | 2023 |
| Hamilton Lane Advisors LLC | NONE | not reported in the loaded dataset | $3,679,770 | 2023 |
| Artisan Partners International | NONE | not reported in the loaded dataset | $2,272,253 | 2023 |
| Wasatch | NONE | not reported in the loaded dataset | $2,169,602 | 2023 |
| Western Asset Management Company | NONE | not reported in the loaded dataset | $2,092,300 | 2023 |
| Rbc Global Management (U.S.) | NONE | not reported in the loaded dataset | $1,780,471 | 2023 |
| Causeway Capital Management LLC | NONE | not reported in the loaded dataset | $1,757,480 | 2023 |
| 3bf Partners LLC | NONE | $1,600,524 | not reported in the loaded dataset | 2023 |
| Boston Partners | NONE | not reported in the loaded dataset | $1,486,460 | 2023 |
| Ddj Capital Management, LLC | NONE | not reported in the loaded dataset | $1,274,584 | 2023 |
| Aberdeen Asset Management | NONE | not reported in the loaded dataset | $1,146,624 | 2023 |
| Tcw Investment Management Company | NONE | not reported in the loaded dataset | $1,128,148 | 2023 |
| Cohen & Steers Capital Management, | NONE | not reported in the loaded dataset | $1,098,441 | 2023 |
| Baron Capital Management, Inc. | NONE | not reported in the loaded dataset | $981,684 | 2023 |
| The Northern Trust Company | NONE | not reported in the loaded dataset | $870,000 | 2023 |
| Kar Small Cap Value | NONE | not reported in the loaded dataset | $853,441 | 2023 |
| Dodge & Cox | NONE | not reported in the loaded dataset | $823,865 | 2023 |
| Health Management Systems, Inc. | NONE | $737,015 | not reported in the loaded dataset | 2023 |
| Harding Loevner Lp | NONE | not reported in the loaded dataset | $728,701 | 2023 |
| Rothschild Asset Management Inc. | NONE | not reported in the loaded dataset | $680,057 | 2023 |
| Lsv Asset Management | NONE | not reported in the loaded dataset | $672,070 | 2023 |
| Alger | NONE | not reported in the loaded dataset | $656,765 | 2023 |
| Invesco Institutional (Na), Inc. | NONE | not reported in the loaded dataset | $650,752 | 2023 |
| Color Holdings L.P. | NONE | $638,639 | not reported in the loaded dataset | 2023 |
| William Blair & Company | NONE | not reported in the loaded dataset | $632,024 | 2023 |
| Step Visual Communications LLC | NONE | $547,939 | not reported in the loaded dataset | 2023 |
| Kpmg Llp | NONE | $515,856 | not reported in the loaded dataset | 2023 |
| Milliman, Inc. | NONE | $466,370 | not reported in the loaded dataset | 2023 |
| Lord, Abbett & Co. LLC | NONE | not reported in the loaded dataset | $394,155 | 2023 |
| Blackrock Financial Management, Inc | NONE | not reported in the loaded dataset | $344,182 | 2023 |
| Clifton | NONE | not reported in the loaded dataset | $284,187 | 2023 |
| Prudential Insurance Company Of Ame | NONE | $255,679 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $15,025 | $206,250 | 2023 |
| Proskauer Rose Llp | NONE | $208,220 | not reported in the loaded dataset | 2023 |
| Mackay Shields LLC | NONE | not reported in the loaded dataset | $202,359 | 2023 |
| Automatic Data Processing, Inc. | NONE | $193,953 | not reported in the loaded dataset | 2023 |
| Factset | NONE | not reported in the loaded dataset | $178,456 | 2023 |
| Pension Benefit Information, LLC | NONE | $148,016 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors (Ssga) | NONE | not reported in the loaded dataset | $123,861 | 2023 |
| Exafluence Inc | NONE | $109,570 | not reported in the loaded dataset | 2023 |
| Bloomberg L.P. | NONE | not reported in the loaded dataset | $88,437 | 2023 |
| Prasad Complex Analysis LLC | NONE | not reported in the loaded dataset | $80,000 | 2023 |
| Change Healthcare Operations, LLC | NONE | $75,207 | not reported in the loaded dataset | 2023 |
| Evestment Alliance,LLC | NONE | not reported in the loaded dataset | $40,463 | 2023 |
| Finucane & Reda Printing Corporatio | NONE | $28,501 | not reported in the loaded dataset | 2023 |
| Markov Processes International LLC | NONE | not reported in the loaded dataset | $23,511 | 2023 |
| Strategic Economics Decisions Inc | NONE | $23,000 | not reported in the loaded dataset | 2023 |
| Bencom, LLC | NONE | $20,903 | not reported in the loaded dataset | 2023 |
| Jayant Ghevaria & Co | NONE | $18,675 | not reported in the loaded dataset | 2023 |
| Morningstar Inc. | NONE | not reported in the loaded dataset | $18,237 | 2023 |
| Msci Inc. | NONE | not reported in the loaded dataset | $18,183 | 2023 |
| Optum360 LLC | NONE | $15,787 | not reported in the loaded dataset | 2023 |
| Entrust Capital Management Lp | NONE | $9,934 | not reported in the loaded dataset | 2023 |
| Aapc Holdings, LLC | NONE | $6,399 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of 1199seiu Health Care Employees Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- 1199seiu National Benefit Fund For — Schedule C compensation
- Corbin Capital Partners, Lp — Schedule C compensation
- Acadian Asset Management, LLC — Schedule C compensation
- Townsend Group, The — Schedule C compensation
- Hamilton Lane Advisors LLC — Schedule C compensation
- Artisan Partners International — Schedule C compensation
- Wasatch — Schedule C compensation
- Western Asset Management Company — Schedule C compensation
- Rbc Global Management (U.S.) — Schedule C compensation
- Causeway Capital Management LLC — Schedule C compensation
- 3bf Partners LLC — Schedule C compensation
- Boston Partners — Schedule C compensation
- Ddj Capital Management, LLC — Schedule C compensation
- Aberdeen Asset Management — Schedule C compensation
- Tcw Investment Management Company — Schedule C compensation
- Cohen & Steers Capital Management, — Schedule C compensation
- Baron Capital Management, Inc. — Schedule C compensation
- The Northern Trust Company — Schedule C compensation
- Kar Small Cap Value — Schedule C compensation
- Dodge & Cox — Schedule C compensation
- Health Management Systems, Inc. — Schedule C compensation
- Harding Loevner Lp — Schedule C compensation
- Rothschild Asset Management Inc. — Schedule C compensation
- Lsv Asset Management — Schedule C compensation
- Alger — Schedule C compensation
- Invesco Institutional (Na), Inc. — Schedule C compensation
- Color Holdings L.P. — Schedule C compensation
- William Blair & Company — Schedule C compensation
- Step Visual Communications LLC — Schedule C compensation
- Kpmg Llp — Schedule C compensation
- Milliman, Inc. — Schedule C compensation
- Lord, Abbett & Co. LLC — Schedule C compensation
- Blackrock Financial Management, Inc — Schedule C compensation
- Clifton — Schedule C compensation
- Prudential Insurance Company Of Ame — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Proskauer Rose Llp — Schedule C compensation
- Mackay Shields LLC — Schedule C compensation
- Automatic Data Processing, Inc. — Schedule C compensation
- Factset — Schedule C compensation
- Pension Benefit Information, LLC — Schedule C compensation
- State Street Global Advisors (Ssga) — Schedule C compensation
- Exafluence Inc — Schedule C compensation
- Bloomberg L.P. — Schedule C compensation
- Prasad Complex Analysis LLC — Schedule C compensation
- Change Healthcare Operations, LLC — Schedule C compensation
- Evestment Alliance,LLC — Schedule C compensation
- Finucane & Reda Printing Corporatio — Schedule C compensation
- Markov Processes International LLC — Schedule C compensation
- Strategic Economics Decisions Inc — Schedule C compensation
- Bencom, LLC — Schedule C compensation
- Jayant Ghevaria & Co — Schedule C compensation
- Morningstar Inc. — Schedule C compensation
- Msci Inc. — Schedule C compensation
- Optum360 LLC — Schedule C compensation
- Entrust Capital Management Lp — Schedule C compensation
- Aapc Holdings, LLC — Schedule C compensation