1199seiu Home Care Employees Pension Fund — Form 5500 plan (Board Of Trustees Of The 1199seiu Home 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 Home Care Employees Pension Fund is a benefit plan reported by Board Of Trustees Of The 1199seiu Home Care Employees Pension Fund under EIN 13-3943904 and plan number 001. The latest loaded filing year is 2023. The filing reports 96,861 participants and $553,977,486 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The 1199seiu Home Care Employees Pension Fund
- EIN
- 13-3943904
- Plan number
- 001
- Plan type
- 1
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 96,861
- End-of-year plan assets
- $553,977,486
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 96,861 | H, C | 20241015185709NAL0029437185001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $553,977,486
- Total liabilities (EOY)
- $29,484,099
- Net assets (EOY)
- $524,493,387
- Net assets (BOY)
- $481,779,964
Income & contributions
- Employer contributions
- $16,217,784
- Total contributions
- $16,217,784
- Total income / additions
- $82,302,108
Expenses & distributions
- Benefits paid
- $28,787,701
- Administrative expenses
- $9,637,580
- Total expenses
- $39,588,685
- Net increase / (decrease)
- $42,713,423
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| 1199seiu National Benefit Fund For | NONE | $4,170,777 | not reported in the loaded dataset | 2023 |
| Kar Small Cap Value | NONE | $0 | $286,251 | 2023 |
| Alger | NONE | $0 | $253,704 | 2023 |
| Kpmg Llp | NONE | $158,351 | not reported in the loaded dataset | 2023 |
| Lsv Asset Management | NONE | $0 | $147,533 | 2023 |
| The Segal Company (Eastern States) | not reported in the loaded dataset | $145,573 | not reported in the loaded dataset | 2023 |
| 3bf Partners, LLC | NONE | $130,078 | not reported in the loaded dataset | 2023 |
| Artisan Partners International | NONE | $0 | $118,345 | 2023 |
| Townsend Group, The | NONE | $0 | $117,305 | 2023 |
| Causeway Capital Management LLC | NONE | $0 | $107,711 | 2023 |
| Ddj Capital Management, LLC | NONE | $0 | $102,908 | 2023 |
| Automatic Data Processing, Inc. | NONE | $80,538 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $0 | $71,500 | 2023 |
| Step Visual Communications LLC | NONE | $71,083 | not reported in the loaded dataset | 2023 |
| Tcw Investment Management Company | NONE | $0 | $70,905 | 2023 |
| Western Asset Management Company | NONE | $0 | $67,341 | 2023 |
| Rbc Global Management (U.S.) | NONE | $0 | $64,090 | 2023 |
| The Northern Trust Company | NONE | $0 | $36,500 | 2023 |
| Change Healthcare Operations, LLC | NONE | $28,265 | not reported in the loaded dataset | 2023 |
| Hamilton Lane Advisors LLC | NONE | $0 | $24,585 | 2023 |
| Proskauer Rose Llp | NONE | $22,126 | not reported in the loaded dataset | 2023 |
| Prisa | NONE | $0 | $15,648 | 2023 |
| Prudential Insurance Company Of Ame | NONE | $14,940 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors (Ssga) | NONE | $0 | $9,810 | 2023 |
| Jayant Ghevaria & Co | NONE | $8,905 | not reported in the loaded dataset | 2023 |
| Pension Benefit Information, LLC | NONE | $7,902 | not reported in the loaded dataset | 2023 |
| Bencom, LLC | NONE | $5,837 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The 1199seiu Home 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
- Kar Small Cap Value — Schedule C compensation
- Alger — Schedule C compensation
- Kpmg Llp — Schedule C compensation
- Lsv Asset Management — Schedule C compensation
- The Segal Company (Eastern States) — Schedule C compensation
- 3bf Partners, LLC — Schedule C compensation
- Artisan Partners International — Schedule C compensation
- Townsend Group, The — Schedule C compensation
- Causeway Capital Management LLC — Schedule C compensation
- Ddj Capital Management, LLC — Schedule C compensation
- Automatic Data Processing, Inc. — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Step Visual Communications LLC — Schedule C compensation
- Tcw Investment Management Company — Schedule C compensation
- Western Asset Management Company — Schedule C compensation
- Rbc Global Management (U.S.) — Schedule C compensation
- The Northern Trust Company — Schedule C compensation
- Change Healthcare Operations, LLC — Schedule C compensation
- Hamilton Lane Advisors LLC — Schedule C compensation
- Proskauer Rose Llp — Schedule C compensation
- Prisa — Schedule C compensation
- Prudential Insurance Company Of Ame — Schedule C compensation
- State Street Global Advisors (Ssga) — Schedule C compensation
- Jayant Ghevaria & Co — Schedule C compensation
- Pension Benefit Information, LLC — Schedule C compensation
- Bencom, LLC — Schedule C compensation