Seiu Affiliates Officers And Employees Pension Plan — Form 5500 plan (Bd Of Trustees Seiu Affiliates Officers And Employees Pension Plan)
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 Affiliates Officers And Employees Pension Plan is a benefit plan reported by Bd Of Trustees Seiu Affiliates Officers And Employees Pension Plan under EIN 52-0812348 and plan number 001. The latest loaded filing year is 2023. The filing reports 16,679 participants and $1,464,981,901 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Of Trustees Seiu Affiliates Officers And Employees Pension Plan
- EIN
- 52-0812348
- Plan number
- 001
- Plan type
- 1
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 16,679
- End-of-year plan assets
- $1,464,981,901
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 16,679 | H, C | 20241008142026NAL0017771553004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,464,981,901
- Total liabilities (EOY)
- $478,453
- Net assets (EOY)
- $1,464,503,448
- Net assets (BOY)
- $1,304,969,460
Income & contributions
- Employer contributions
- $75,492,356
- Total contributions
- $75,492,356
- Total income / additions
- $234,735,873
Expenses & distributions
- Benefits paid
- $73,303,927
- Administrative expenses
- $1,897,958
- Total expenses
- $75,201,885
- Net increase / (decrease)
- $159,533,988
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Seiu National Industry Pension Plan | AFFILIATE | $1,350,802 | not reported in the loaded dataset | 2023 |
| Pgim Real Estate | NONE | $632,756 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $196,848 | not reported in the loaded dataset | 2023 |
| Marquette Advisors | NONE | $177,829 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | NONE | $173,264 | $0 | 2023 |
| National Investment Service | NONE | $147,264 | not reported in the loaded dataset | 2023 |
| Union Labor Life Insurance Company | NONE | $106,427 | $0 | 2023 |
| Bny Mellon | NONE | $82,195 | $0 | 2023 |
| Amalgamated Bank | NONE | $68,278 | $0 | 2023 |
| Baird | NONE | $66,728 | not reported in the loaded dataset | 2023 |
| Rhumbline Advisors | NONE | $61,117 | not reported in the loaded dataset | 2023 |
| Pugh Capital | NONE | $48,381 | not reported in the loaded dataset | 2023 |
| Gallagher Fiduciary Advisors | NONE | $30,520 | not reported in the loaded dataset | 2023 |
| Lm Capital Group | NONE | $30,197 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group, Pllc | NONE | $29,500 | not reported in the loaded dataset | 2023 |
| Parametric Defensive Equity | NONE | $24,893 | not reported in the loaded dataset | 2023 |
| Mooney Green Saidon Murphy & Welch | NONE | $22,079 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $17,435 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services | NONE | $10,085 | not reported in the loaded dataset | 2023 |
| Congress Asset Management | NONE | $5,595 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Of Trustees Seiu Affiliates Officers And Employees Pension Plan
- 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
- Pgim Real Estate — Schedule C compensation
- The Segal Company — Schedule C compensation
- Marquette Advisors — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- National Investment Service — Schedule C compensation
- Union Labor Life Insurance Company — 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
- Gallagher Fiduciary Advisors — Schedule C compensation
- Lm Capital Group — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- Parametric Defensive Equity — Schedule C compensation
- Mooney Green Saidon Murphy & Welch — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Segal Select Insurance Services — Schedule C compensation
- Congress Asset Management — Schedule C compensation