Seiu Health And Welfare Fund — Form 5500 plan (Seiu Health And Welfare Fund Welfare Fund)
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 Health And Welfare Fund is a benefit plan reported by Seiu Health And Welfare Fund Welfare Fund under EIN 52-0904354 and plan number 501. The latest loaded filing year is 2023. The filing reports 5,107 participants and $39,627,639 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Seiu Health And Welfare Fund Welfare Fund
- EIN
- 52-0904354
- Plan number
- 501
- Plan type
- 1
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 5,107
- End-of-year plan assets
- $39,627,639
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,107 | H, C | 20241010143425NAL0041183378004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $39,627,639
- Total liabilities (EOY)
- $6,818,439
- Net assets (EOY)
- $32,809,200
- Net assets (BOY)
- $35,644,559
Income & contributions
- Employer contributions
- $50,902,299
- Participant contributions
- $219,531
- Total contributions
- $51,121,830
- Total income / additions
- $54,864,915
Expenses & distributions
- Benefits paid
- $53,564,604
- Administrative expenses
- $4,135,670
- Total expenses
- $57,700,274
- Net increase / (decrease)
- -$2,835,359
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Seiu National Industry Pension Fund | AFFILIATE | $1,593,460 | not reported in the loaded dataset | 2023 |
| Cigna Health And Life Insurance | ADMINISTRATOR | $1,576,134 | $0 | 2023 |
| Group Hosp Med Serv (Carefirst) | NONE | $595,930 | $0 | 2023 |
| The Segal Company | NONE | $475,168 | not reported in the loaded dataset | 2023 |
| Delta Dental | NONE | $157,808 | not reported in the loaded dataset | 2023 |
| Wilson-Mcshane Corporation | NONE | $66,061 | not reported in the loaded dataset | 2023 |
| Mooney, Green, Baker & Saindon Llp | NONE | $46,463 | not reported in the loaded dataset | 2023 |
| Garcia Hamilton & Associates | NONE | $40,553 | not reported in the loaded dataset | 2023 |
| Cvs Caremark | NONE | $36,074 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group Pllc | NONE | $31,000 | not reported in the loaded dataset | 2023 |
| Schultheis & Panettieri, Llp | NONE | $26,566 | not reported in the loaded dataset | 2023 |
| Marquette Advisors | NONE | $21,667 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown, Pc | NONE | $19,202 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $11,994 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Seiu Health And Welfare Fund Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in DC
- 401(k) and benefit plan filings in Washington, DC
- Seiu National Industry Pension Fund — Schedule C compensation
- Cigna Health And Life Insurance — Schedule C compensation
- Group Hosp Med Serv (Carefirst) — Schedule C compensation
- The Segal Company — Schedule C compensation
- Delta Dental — Schedule C compensation
- Wilson-Mcshane Corporation — Schedule C compensation
- Mooney, Green, Baker & Saindon Llp — Schedule C compensation
- Garcia Hamilton & Associates — Schedule C compensation
- Cvs Caremark — Schedule C compensation
- Calibre Cpa Group Pllc — Schedule C compensation
- Schultheis & Panettieri, Llp — Schedule C compensation
- Marquette Advisors — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- Amalgamated Bank — Schedule C compensation