Plan Snapshot
- Plan Sponsor: Bd Of Trustees Seiu Affiliates Officers And Employees Pension Plan
- Sponsor EIN: 520812348
- Sponsor Address: 1800 MASSACHUSETTS AVE., NW, #301, WASHINGTON, DC, 200361216
- Plan Type: DB
- Total Participants: 9,065
- Total Assets: $1.6B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 9,065 | $1.6B | $84.0M | $0 |
| 2023 | 8,921 | $1.5B | $75.5M | $0 |
| 2022 | 8,555 | $1.3B | $68.8M | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| SEIU NATIONAL INDUSTRY PENSION PLAN | Recordkeeper | $1,310,404 | — | $1,310,404 |
| PGIM REAL ESTATE | Other Service Provider | $740,235 | — | $740,235 |
| STATE STREET GLOBAL ADVISORS | Other Service Provider | $252,355 | — | $252,355 |
| THE SEGAL COMPANY | Other Service Provider | $245,069 | — | $245,069 |
| NATIONAL INVESTMENT SERVICE | Other Service Provider | $211,619 | — | $211,619 |
| MARQUETTE ADVISORS | Other Service Provider | $189,689 | — | $189,689 |
| UNION LABOR LIFE INSURANCE COMPANY | Recordkeeper | $176,217 | — | $176,217 |
| BNY MELLON | Other Service Provider | $79,500 | — | $79,500 |
| BAIRD | Other Service Provider | $77,352 | — | $77,352 |
| RHUMBLINE ADVISORS | Other Service Provider | $67,100 | — | $67,100 |
| PUGH CAPITAL | Other Service Provider | $63,087 | — | $63,087 |
| AMALGAMATED BANK | Other Service Provider | $61,877 | — | $61,877 |
| LOOP CAPITAL ASSET MANAGEMENT | Other Service Provider | $49,592 | — | $49,592 |
| LM CAPITAL GROUP | Other Service Provider | $39,985 | — | $39,985 |
| PARAMETRIC DEFENSIVE EQUITY | Other Service Provider | $33,118 | — | $33,118 |
| GALLAGHER FIDUCIARY ADVISORS | Investment Advisor | $33,084 | — | $33,084 |
| CALIBRE CPA GROUP, PLLC | Auditor | $29,500 | — | $29,500 |
| MOONEY GREEN SAIDON MURPHY & WELCH | Other Service Provider | $22,195 | — | $22,195 |
| SEGAL MARCO ADVISORS | Other Service Provider | $17,609 | — | $17,609 |
| SEGAL SELECT INSURANCE SERVICES | Other Service Provider | $12,240 | — | $12,240 |
| EDELMAN CONSULTING LLC | Other Service Provider | $5,583 | — | $5,583 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SEIU NATIONAL INDUSTRY PENSION PLAN — Recordkeeper
- UNION LABOR LIFE INSURANCE COMPANY — Recordkeeper
- GALLAGHER FIDUCIARY ADVISORS — Investment Advisor
- CALIBRE CPA GROUP, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,717,410
- Estimated Expense Ratio: 0.227% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $2,162,828 | — | $815,494 | $29,500 | — |
| 2023 | $1,897,958 | — | $698,247 | $29,500 | — |
| 2022 | $1,843,316 | — | — | — | $257,405 |