Seiu Supplemental Retirement Savings 401(K) Plan — Form 5500 plan (Service Employees International 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, Seiu Supplemental Retirement Savings 401(K) Plan is a benefit plan reported by Service Employees International Union under EIN 36-0852885 and plan number 002. The latest loaded filing year is 2023. The filing reports 368 participants and $50,288,456 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Service Employees International Union
- EIN
- 36-0852885
- Plan number
- 002
- Plan type
- 3
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 368
- End-of-year plan assets
- $50,288,456
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 368 | H, C | 20241004152919NAL0011583873001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $50,288,456
- Total liabilities (EOY)
- $28,884
- Net assets (EOY)
- $50,259,572
- Net assets (BOY)
- $42,901,593
Income & contributions
- Participant contributions
- $2,423,235
- Total contributions
- $2,741,588
- Total income / additions
- $10,361,525
Expenses & distributions
- Benefits paid
- $2,911,583
- Administrative expenses
- $63,079
- Total expenses
- $3,003,546
- Net increase / (decrease)
- $7,357,979
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Prudential Retirement Insurance | NONE | $28,465 | $0 | 2023 |
| Pension Plan For Employees Of The S | AFFILIATE | $17,969 | not reported in the loaded dataset | 2023 |
| Seiu National Industry Pension Fund | AFFILIATE | $14,760 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Service Employees International Union
- 2023 Form 5500 filing
- Form 5500 filings in DC
- 401(k) and benefit plan filings in Washington, DC
- Prudential Retirement Insurance — Schedule C compensation
- Pension Plan For Employees Of The S — Schedule C compensation
- Seiu National Industry Pension Fund — Schedule C compensation