Seiu Local 1 & Participating Employers Pension Trust — Form 5500 plan (Trustees Of Seiu Local 1 & Participating Employers Pension Trust)
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 1 & Participating Employers Pension Trust is a benefit plan reported by Trustees Of Seiu Local 1 & Participating Employers Pension Trust under EIN 36-6486542 and plan number 001. The latest loaded filing year is 2023. The filing reports 23,273 participants and $716,299,963 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Seiu Local 1 & Participating Employers Pension Trust
- EIN
- 36-6486542
- Plan number
- 001
- Plan type
- 1
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 23,273
- End-of-year plan assets
- $716,299,963
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 23,273 | H, C | 20250630080921NAL0006505683002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $716,299,963
- Total liabilities (EOY)
- $4,335,821
- Net assets (EOY)
- $711,964,142
- Net assets (BOY)
- $601,331,371
Income & contributions
- Employer contributions
- $26,090,537
- Total contributions
- $26,090,537
- Total income / additions
- $155,895,851
Expenses & distributions
- Benefits paid
- $40,614,101
- Administrative expenses
- $4,648,979
- Total expenses
- $45,263,080
- Net increase / (decrease)
- $110,632,771
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| National Investment Services | NONE | $258,757 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $176,662 | not reported in the loaded dataset | 2023 |
| Asher, Gittler & D'Alba, Ltd. | NONE | $174,842 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $162,091 | not reported in the loaded dataset | 2023 |
| M. Pizarro | ADMINISTRATOR | $158,478 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $155,989 | not reported in the loaded dataset | 2023 |
| Y. Pawlaszek | EMPLOYEE | $139,475 | not reported in the loaded dataset | 2023 |
| Washington Capital Management, Inc. | NONE | $138,826 | not reported in the loaded dataset | 2023 |
| Strategic Capital Advisors | NONE | $101,750 | not reported in the loaded dataset | 2023 |
| G. Bachleda | EMPLOYEE | $95,156 | not reported in the loaded dataset | 2023 |
| F. Tovalin | EMPLOYEE | $93,288 | not reported in the loaded dataset | 2023 |
| M. Raimondi | EMPLOYEE | $92,830 | not reported in the loaded dataset | 2023 |
| C. Espinoza-Haro | EMPLOYEE | $90,023 | not reported in the loaded dataset | 2023 |
| E. Bak | EMPLOYEE | $68,190 | not reported in the loaded dataset | 2023 |
| A. Lenard | EMPLOYEE | $58,579 | not reported in the loaded dataset | 2023 |
| S. Chavez | EMPLOYEE | $53,188 | not reported in the loaded dataset | 2023 |
| C. O'Brien | EMPLOYEE | $53,154 | not reported in the loaded dataset | 2023 |
| L. Hynes | EMPLOYEE | $42,668 | not reported in the loaded dataset | 2023 |
| J. Hydzik | EMPLOYEE | $41,915 | not reported in the loaded dataset | 2023 |
| J. Lucero | EMPLOYEE | $41,761 | not reported in the loaded dataset | 2023 |
| Sommers & Fahrenbach Inc. | NONE | $40,451 | not reported in the loaded dataset | 2023 |
| D. Lira | EMPLOYEE | $39,942 | not reported in the loaded dataset | 2023 |
| D. Bratek | EMPLOYEE | $33,824 | not reported in the loaded dataset | 2023 |
| N. Bak | EMPLOYEE | $31,331 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank Of Chicago | NONE | $26,290 | $0 | 2023 |
| K-Plus Computer Services, LLC | NONE | $18,000 | not reported in the loaded dataset | 2023 |
| Pension Benefit Information, LLC | NONE | $12,565 | not reported in the loaded dataset | 2023 |
| Cozen O'Connor | NONE | $11,481 | not reported in the loaded dataset | 2023 |
| Tab Service Company | NONE | $11,212 | not reported in the loaded dataset | 2023 |
| Morgan, Lewis, & Bockius Llp | NONE | $10,211 | not reported in the loaded dataset | 2023 |
| Datamation Imaging Services | NONE | $9,167 | not reported in the loaded dataset | 2023 |
| Cbre, Inc | NONE | $7,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Seiu Local 1 & Participating Employers Pension Trust
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- National Investment Services — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Asher, Gittler & D'Alba, Ltd. — Schedule C compensation
- The Segal Company — Schedule C compensation
- M. Pizarro — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Y. Pawlaszek — Schedule C compensation
- Washington Capital Management, Inc. — Schedule C compensation
- Strategic Capital Advisors — Schedule C compensation
- G. Bachleda — Schedule C compensation
- F. Tovalin — Schedule C compensation
- M. Raimondi — Schedule C compensation
- C. Espinoza-Haro — Schedule C compensation
- E. Bak — Schedule C compensation
- A. Lenard — Schedule C compensation
- S. Chavez — Schedule C compensation
- C. O'Brien — Schedule C compensation
- L. Hynes — Schedule C compensation
- J. Hydzik — Schedule C compensation
- J. Lucero — Schedule C compensation
- Sommers & Fahrenbach Inc. — Schedule C compensation
- D. Lira — Schedule C compensation
- D. Bratek — Schedule C compensation
- N. Bak — Schedule C compensation
- Amalgamated Bank Of Chicago — Schedule C compensation
- K-Plus Computer Services, LLC — Schedule C compensation
- Pension Benefit Information, LLC — Schedule C compensation
- Cozen O'Connor — Schedule C compensation
- Tab Service Company — Schedule C compensation
- Morgan, Lewis, & Bockius Llp — Schedule C compensation
- Datamation Imaging Services — Schedule C compensation
- Cbre, Inc — Schedule C compensation