Plan Snapshot
- Plan Sponsor: Board Of Trustees Of 1199seiu Greater New York Pension Fund
- Sponsor EIN: 136601940
- Sponsor Address: P.O. BOX 842, NEW YORK, NY, 10108
- Plan Type: DB
- Plan Number: 001
- Total Participants: 15,890
- Total Assets: $1.1B
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 | 15,890 | $1.1B | $82.3M | $0 |
| 2023 | 15,127 | $1.1B | $79.8M | $0 |
| 2022 | 15,316 | $985.4M | $76.1M | $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 |
|---|---|---|---|---|
| 1199SEIU NATIONAL BENEFIT FUND | Other Service Provider | $5,698,087 | — | $5,698,087 |
| ARTISAN PARTNERS INTERNATIONAL | Other Service Provider | — | $287,278 | $287,278 |
| RBC GLOBAL MANAGEMENT (U.S.) | Recordkeeper | — | $275,901 | $275,901 |
| CAUSEWAY | Other Service Provider | — | $273,389 | $273,389 |
| TOWNSEND GROUP | Other Service Provider | — | $256,653 | $256,653 |
| ALGER | Other Service Provider | — | $235,288 | $235,288 |
| KPMG, LLP | Auditor | $194,914 | — | $194,914 |
| LORD, ABBETT & CO. LLC | Other Service Provider | — | $191,017 | $191,017 |
| AMALGAMATED BANK OF NEW YORK | Other Service Provider | — | $186,860 | $186,860 |
| KAR SMALL CAP VALUE | Other Service Provider | — | $181,362 | $181,362 |
| TCW INVESTMENT MANAGEMENT | Other Service Provider | — | $150,154 | $150,154 |
| 3BF PARTNERS, LLC | Other Service Provider | $147,048 | — | $147,048 |
| DDJ CAPITAL MANAGEMENT, LLC | Other Service Provider | — | $145,534 | $145,534 |
| WESTERN ASSET MANAGEMENT COMPANY | Other Service Provider | — | $128,876 | $128,876 |
| THE SEGAL COMPANY (EASTERN STATES) | Other Service Provider | $103,675 | — | $103,675 |
| HAMILTON LANE ADVISORS LLP | Other Service Provider | — | $82,689 | $82,689 |
| THE NORTHERN TRUST COMPANY | Custodian / Trustee | — | $60,000 | $60,000 |
| STEP VISUAL COMMUNICATIONS LLP | Other Service Provider | $56,880 | — | $56,880 |
| CLIFTON | Other Service Provider | — | $55,538 | $55,538 |
| ADP INC | Other Service Provider | $30,256 | — | $30,256 |
| PRUDENTIAL INSURANCE CO. | Recordkeeper | $17,705 | — | $17,705 |
| CHANGE HEALTH CARE OPERATIONS | Other Service Provider | $11,500 | — | $11,500 |
| STATE STREET GLOBAL ADVISORS | Other Service Provider | — | $10,790 | $10,790 |
| LEVY RATNER PC | Other Service Provider | $7,695 | — | $7,695 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RBC GLOBAL MANAGEMENT (U.S.) — Recordkeeper
- KPMG, LLP — Auditor
- PRUDENTIAL INSURANCE CO. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,789,089
- Estimated Expense Ratio: 0.787% 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 | $9,363,279 | $3,704,551 | — | $194,914 | — |
| 2023 | $10,014,697 | $2,618,114 | — | $207,277 | — |
| 2022 | $11,613,550 | $4,341,542 | — | — | $701,125 |