Seiu Local 721 Employee Benefits Trust Fund — Form 5500 plan (Board Of Trustees, Seiu Local 721 Employee Benefits)
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, Seiu Local 721 Employee Benefits Trust Fund is a benefit plan reported by Board Of Trustees, Seiu Local 721 Employee Benefits under EIN 26-3902233 and plan number 501. The latest loaded filing year is 2023. The filing reports 15,192 participants and $11,232,780 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Seiu Local 721 Employee Benefits
- EIN
- 26-3902233
- Plan number
- 501
- Plan type
- 1
- Location
- Pasadena, CA
- Latest filing year
- 2023
- Participants
- 15,192
- End-of-year plan assets
- $11,232,780
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 15,192 | H, C | 20250415172508NAL0006347296001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,232,780
- Total liabilities (EOY)
- $178,564
- Net assets (EOY)
- $11,054,216
- Net assets (BOY)
- $9,514,913
Income & contributions
- Employer contributions
- $1,980,612
- Participant contributions
- $2,772,800
- Total contributions
- $4,753,412
- Total income / additions
- $5,230,939
Expenses & distributions
- Benefits paid
- $2,890,931
- Administrative expenses
- $800,705
- Total expenses
- $3,691,636
- Net increase / (decrease)
- $1,539,303
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions | NONE | $578,280 | not reported in the loaded dataset | 2023 |
| Rael & Letson | NONE | $58,908 | not reported in the loaded dataset | 2023 |
| Corporate Mail Services | NONE | $32,764 | not reported in the loaded dataset | 2023 |
| Weinberg, Roger & Rosenfeld | NONE | $26,000 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $21,600 | not reported in the loaded dataset | 2023 |
| Quest Investment Management | NONE | $21,198 | not reported in the loaded dataset | 2023 |
| Union Graphics LLC | NONE | $14,370 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $10,000 | not reported in the loaded dataset | 2023 |
| Topaz Printing | NONE | $7,111 | not reported in the loaded dataset | 2023 |
| Ramon Rubalcava | NONE | $7,020 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Seiu Local 721 Employee Benefits
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Pasadena, CA
- Zenith American Solutions — Schedule C compensation
- Rael & Letson — Schedule C compensation
- Corporate Mail Services — Schedule C compensation
- Weinberg, Roger & Rosenfeld — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Quest Investment Management — Schedule C compensation
- Union Graphics LLC — Schedule C compensation
- Us Bank — Schedule C compensation
- Topaz Printing — Schedule C compensation
- Ramon Rubalcava — Schedule C compensation