Service Employees Benefit Fund — Form 5500 plan (Service Employees Benefit 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, Service Employees Benefit Fund is a benefit plan reported by Service Employees Benefit Fund under EIN 15-0613682 and plan number 501. The latest loaded filing year is 2023. The filing reports 8,438 participants and $52,074,243 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Service Employees Benefit Fund
- EIN
- 15-0613682
- Plan number
- 501
- Plan type
- 1
- Location
- Syracuse, NY
- Latest filing year
- 2023
- Participants
- 8,438
- End-of-year plan assets
- $52,074,243
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,438 | H, C | 20250811093015NAL0006859281001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $52,074,243
- Total liabilities (EOY)
- $5,537,577
- Net assets (EOY)
- $46,536,666
- Net assets (BOY)
- $41,921,971
Income & contributions
- Employer contributions
- $42,410,190
- Participant contributions
- $164,857
- Total contributions
- $42,575,047
- Total income / additions
- $47,941,215
Expenses & distributions
- Benefits paid
- $40,531,240
- Administrative expenses
- $2,795,280
- Total expenses
- $43,326,520
- Net increase / (decrease)
- $4,614,695
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Excellus | CONTRACT ADMINISTRATOR | $1,447,734 | not reported in the loaded dataset | 2023 |
| Sun Life Insurance | NONE | $1,351,450 | not reported in the loaded dataset | 2023 |
| Manning & Napier Advisors, Inc. | NONE | $211,295 | not reported in the loaded dataset | 2023 |
| Terry Moon | STAFF | $104,577 | not reported in the loaded dataset | 2023 |
| Milliman | NONE | $102,685 | not reported in the loaded dataset | 2023 |
| Innovative Software Solutions, Inc. | NONE | $83,441 | not reported in the loaded dataset | 2023 |
| Integra Consulting | NONE | $71,916 | not reported in the loaded dataset | 2023 |
| Kim Sanderson | STAFF | $71,078 | not reported in the loaded dataset | 2023 |
| Lisa Cappello | STAFF | $70,088 | not reported in the loaded dataset | 2023 |
| Lisa Gellert | STAFF | $67,487 | not reported in the loaded dataset | 2023 |
| Erin O'Neil | STAFF | $61,249 | not reported in the loaded dataset | 2023 |
| Amanda Gasparini | STAFF | $59,631 | not reported in the loaded dataset | 2023 |
| Kaylee Hale | STAFF | $54,286 | not reported in the loaded dataset | 2023 |
| Lindsey Castellini | STAFF | $48,135 | not reported in the loaded dataset | 2023 |
| The Hilb Of New England | NONE | $40,258 | not reported in the loaded dataset | 2023 |
| Dermody, Burke & Brown, Cpas, LLC | NONE | $39,300 | not reported in the loaded dataset | 2023 |
| Blitman & King | NONE | $38,460 | not reported in the loaded dataset | 2023 |
| Megan Tilton | STAFF | $37,322 | not reported in the loaded dataset | 2023 |
| Wilmington Trust | NONE | $33,761 | $0 | 2023 |
| Upstate Advisors Group | NONE | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Service Employees Benefit Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Syracuse, NY
- Excellus — Schedule C compensation
- Sun Life Insurance — Schedule C compensation
- Manning & Napier Advisors, Inc. — Schedule C compensation
- Terry Moon — Schedule C compensation
- Milliman — Schedule C compensation
- Innovative Software Solutions, Inc. — Schedule C compensation
- Integra Consulting — Schedule C compensation
- Kim Sanderson — Schedule C compensation
- Lisa Cappello — Schedule C compensation
- Lisa Gellert — Schedule C compensation
- Erin O'Neil — Schedule C compensation
- Amanda Gasparini — Schedule C compensation
- Kaylee Hale — Schedule C compensation
- Lindsey Castellini — Schedule C compensation
- The Hilb Of New England — Schedule C compensation
- Dermody, Burke & Brown, Cpas, LLC — Schedule C compensation
- Blitman & King — Schedule C compensation
- Megan Tilton — Schedule C compensation
- Wilmington Trust — Schedule C compensation
- Upstate Advisors Group — Schedule C compensation