# Board Of Trustees Of 1199seiu Health Care Employees Pension Fund DB Plan Source: https://planprovider.pro/companies/board-of-trustees-of-1199seiu-health-care-employees-pension-fund-plan > Board Of Trustees Of 1199seiu Health Care Employees Pension Fund's DB plan: 115,036 participants, plan year 2024 financials, providers, and benchmarks from F… Form 5500 filing data for plan year 2024. ## Plan Snapshot - **Plan Sponsor:** Board Of Trustees Of 1199seiu Health Care Employees Pension Fund - **Sponsor EIN:** 133604862 - **Sponsor Address:** P.O. BOX 842, NEW YORK, NY, 10108 - **Plan Type:** DB - **Total Participants:** 115,036 - **Total Assets:** $16.9B ## 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|115,036|$16.9B|$937.3M|$0| | 2023|111,833|$16.2B|$851.4M|$0| | 2022|107,582|$15.2B|$800.0M|$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 FOR|PARTY-IN-INTEREST|$70,015,298|—|$70,015,298| | ACADIAN ASSET MANAGEMENT, LLC|NONE|—|$7,501,887|$7,501,887| | CORBIN CAPITAL PARTNERS, LP|NONE|—|$5,901,101|$5,901,101| | TOWNSEND GROUP, THE|NONE|—|$4,028,505|$4,028,505| | HAMILTON LANE ADVISORS LLC|NONE|—|$3,804,531|$3,804,531| | ROBECO BOSTON PARTNERS|NONE|—|$3,389,219|$3,389,219| | WESTERN ASSET MANAGEMENT COMPANY|NONE|—|$2,079,878|$2,079,878| | ARTISAN PARTNERS INTERNATIONAL|NONE|—|$2,042,581|$2,042,581| | WASATCH|NONE|—|$2,028,028|$2,028,028| | HARDING LOEVNER LP|NONE|—|$1,604,917|$1,604,917| | 3BF PARTNERS LLC|PARTY-IN-INTEREST|$1,600,524|—|$1,600,524| | CAUSEWAY CAPITAL MANAGEMENT LLC|NONE|—|$1,588,112|$1,588,112| | DDJ CAPITAL MANAGEMENT, LLC|NONE|—|$1,507,279|$1,507,279| | TCW INVESTMENT MANAGEMENT COMPANY|NONE|—|$1,435,829|$1,435,829| | BOSTON PARTNERS|NONE|—|$1,414,794|$1,414,794| | ABERDEEN ASSET MANAGEMENT|NONE|—|$1,385,073|$1,385,073| | BARON CAPITAL MANAGEMENT, INC.|NONE|—|$1,028,026|$1,028,026| | DODGE & COX|NONE|—|$938,183|$938,183| | KAR SMALL CAP VALUE|NONE|—|$903,508|$903,508| | THE NORTHERN TRUST COMPANY|PARTY-IN-INTEREST|—|$870,000|$870,000| | WILLIAM BLAIR & COMPANY|NONE|—|$706,113|$706,113| | COLOR HOLDINGS L.P.|NONE|$651,814|—|$651,814| | KPMG LLP|NONE|$607,328|—|$607,328| | ROTHSCHILD ASSET MANAGEMENT INC.|NONE|—|$598,709|$598,709| | LSV ASSET MANAGEMENT|NONE|—|$596,859|$596,859| | ALGER|NONE|—|$567,576|$567,576| | STEP VISUAL COMMUNICATIONS LLC|NONE|$553,043|—|$553,043| | LORD, ABBETT & CO. LLC|NONE|—|$402,548|$402,548| | MILLIMAN, INC.|NONE|$392,350|—|$392,350| | FINUCANE & REDA PRINTING CORPORATIO|NONE|$348,638|—|$348,638| | CLIFTON|NONE|—|$346,340|$346,340| | PRUDENTIAL INSURANCE COMPANY OF AME|NONE|$222,227|—|$222,227| | AUTOMATIC DATA PROCESSING, INC.|NONE|$173,572|—|$173,572| | STATE STREET GLOBAL ADVISORS (SSGA)|NONE|—|$168,341|$168,341| | PROSKAUER ROSE LLP|NONE|$160,868|—|$160,868| | PENSION BENEFIT INFORMATION, LLC|NONE|$94,954|—|$94,954| | CHANGE HEALTHCARE OPERATIONS, LLC|NONE|$80,502|—|$80,502| | UPTODATE, INC|NONE|$30,213|—|$30,213| | OPTUM360 LLC|NONE|$16,145|—|$16,145| | STRATEGIC ECONOMICS DECISIONS INC|NONE|$6,250|—|$6,250| | INTERNALTIONAL FOUNDATION OF EMPLOY|NONE|$6,150|—|$6,150| ### Verified Provider Profiles Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro: - [HARDING LOEVNER LP](https://planprovider.pro/provider/harding-loevner-lp) — NONE - [KPMG LLP](https://planprovider.pro/provider/kpmg-llp) — NONE - [MILLIMAN, INC.](https://planprovider.pro/provider/milliman) — NONE - [PRUDENTIAL INSURANCE COMPANY OF AME](https://planprovider.pro/provider/empower) — NONE - [PROSKAUER ROSE LLP](https://planprovider.pro/provider/proskauer-rose-llp) — NONE ## Plan Fees & Expenses Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings. - **Total Service Provider Fees:** $121,797,813 - **Estimated Expense Ratio:** 0.720% 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|$158,113,715|$76,761,664|—|$607,328|—| | 2023|$168,470,525|$98,693,277|—|$515,856|—| | 2022|$292,610,779|$223,399,574|—|—|$2,069,973| ## Similar Plans - [The New York-Presbyterian Hospital](https://planprovider.pro/companies/the-new-york-presbyterian-hospital-403b-plan) — 50,152 participants - [Northwell Health, INC.](https://planprovider.pro/companies/northwell-health-inc-403b-plan) — 49,356 participants - [The Mount Sinai Medical Center](https://planprovider.pro/companies/the-mount-sinai-medical-center-403b-plan) — 46,304 participants - [Northwell Health, INC.](https://planprovider.pro/companies/northwell-health-inc-401k-plan-001) — 37,611 participants - [Nyu Langone Hospitals](https://planprovider.pro/companies/nyu-langone-hospitals-403b-plan-005) — 34,692 participants - [Northwell Health, INC.](https://planprovider.pro/companies/northwell-health-inc-plan-006) — 26,078 participants [View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-1199seiu-health-care-employees-pension-fund-plan) © 2026 PlanProvider.Pro