Pension Plan For Employees Of The Service Employee Int'L Union — Form 5500 plan (Service Employees Intl Union)
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, Pension Plan For Employees Of The Service Employee Int'L Union is a benefit plan reported by Service Employees Intl Union under EIN 36-0852885 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,539 participants and $339,358,287 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Service Employees Intl Union
- EIN
- 36-0852885
- Plan number
- 001
- Plan type
- 1
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 4,539
- End-of-year plan assets
- $339,358,287
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,539 | H, C | 20241008142026NAL0017771553002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $339,358,287
- Total liabilities (EOY)
- $89,055
- Net assets (EOY)
- $339,269,232
- Net assets (BOY)
- $309,809,597
Income & contributions
- Employer contributions
- $10,592,901
- Total contributions
- $10,592,901
- Total income / additions
- $47,950,040
Expenses & distributions
- Benefits paid
- $17,803,710
- Administrative expenses
- $686,695
- Total expenses
- $18,490,405
- Net increase / (decrease)
- $29,459,635
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Seiu National Industry Pension Plan | AFFILIATE | $371,973 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $154,167 | not reported in the loaded dataset | 2023 |
| Pgim Real Estate | NONE | $147,708 | not reported in the loaded dataset | 2023 |
| Marquette Advisors | NONE | $40,760 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | NONE | $40,446 | $0 | 2023 |
| National Investment Services | NONE | $34,338 | not reported in the loaded dataset | 2023 |
| Union Labor Life Insurance Company | NONE | $24,844 | $0 | 2023 |
| Mooney Green Saidon Murphy & Welch | NONE | $24,000 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group, Pllc | NONE | $21,500 | not reported in the loaded dataset | 2023 |
| Bny Mellon | NONE | $19,187 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $16,134 | $0 | 2023 |
| Baird | NONE | $15,577 | not reported in the loaded dataset | 2023 |
| Rhumbline Advisors | NONE | $14,267 | not reported in the loaded dataset | 2023 |
| Pugh Capital | NONE | $11,294 | not reported in the loaded dataset | 2023 |
| Lm Capital Group | NONE | $7,049 | not reported in the loaded dataset | 2023 |
| Gallagher Fiduciary Advisors | NONE | $6,985 | not reported in the loaded dataset | 2023 |
| Parametric Defensive Equity | NONE | $5,811 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Service Employees Intl Union
- 2023 Form 5500 filing
- Form 5500 filings in DC
- 401(k) and benefit plan filings in Washington, DC
- Seiu National Industry Pension Plan — Schedule C compensation
- The Segal Company — Schedule C compensation
- Pgim Real Estate — Schedule C compensation
- Marquette Advisors — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- National Investment Services — Schedule C compensation
- Union Labor Life Insurance Company — Schedule C compensation
- Mooney Green Saidon Murphy & Welch — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- Bny Mellon — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Baird — Schedule C compensation
- Rhumbline Advisors — Schedule C compensation
- Pugh Capital — Schedule C compensation
- Lm Capital Group — Schedule C compensation
- Gallagher Fiduciary Advisors — Schedule C compensation
- Parametric Defensive Equity — Schedule C compensation